Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 601 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$2,743
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
11
shares
|
$2,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$2,514
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
10
shares
|
$2,285
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10
shares
|
$2,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$2,285
0.0% of portfolio
|
Q2 2022
Reduced 65.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
8
shares
|
$1,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8
shares
|
$1,828
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
8
shares
|
$1,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$1,828
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$1,828
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
7
shares
|
$1,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,600
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7
shares
|
$1,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,371
0.0% of portfolio
|
Q1 2023
Reduced 14.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6
shares
|
$1,371
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
6
shares
|
$1,371
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$1,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
5
shares
|
$1,142
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$1,142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$1,142
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$914
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$914
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|