Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 607 institutions that hold shares in the stock, with a total of 44.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
15
shares
|
$2,821
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
15
shares
|
$2,821
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
14
shares
|
$2,633
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
13
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,445
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
12
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12
shares
|
$2,256
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
12
shares
|
$2,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$2,256
0.0% of portfolio
|
Q3 2022
Reduced 74.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
11
shares
|
$2,068
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$2,068
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$1,880
0.0% of portfolio
|
Q2 2022
Reduced 65.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
10
shares
|
$1,880
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$1,880
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
10
shares
|
$1,880
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
10
shares
|
$1,880
0.0% of portfolio
|
Q1 2025
Reduced 77.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9
shares
|
$1,692
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$1,504
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$1,504
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
7
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6
shares
|
$1,128
0.0% of portfolio
|
Q1 2023
Reduced 14.29%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$1,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
6
shares
|
$1,128
0.0% of portfolio
|
Q1 2025
New holding
|