Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 602 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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
14
shares
|
$2,955
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
13
shares
|
$2,744
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
13
shares
|
$2,744
0.0% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,744
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$2,533
0.0% of portfolio
|
Q3 2022
Reduced 74.47%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12
shares
|
$2,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
12
shares
|
$2,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$2,322
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
11
shares
|
$2,322
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
11
shares
|
$2,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$2,111
0.0% of portfolio
|
Q2 2022
Reduced 65.52%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
10
shares
|
$2,111
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8
shares
|
$1,688
0.0% of portfolio
|
Q2 2025
Reduced 99.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$1,688
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$1,688
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
7
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
7
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$1,266
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6
shares
|
$1,266
0.0% of portfolio
|
Q1 2023
Reduced 14.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
6
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5
shares
|
$1,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,055
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4
shares
|
$844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
4
shares
|
$844
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|