Purchases and Sales Made in Q2 2025 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q2 2025. The information is specifically focused on institutions that hold shares of ASSURANT, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
333New |
$59.9K - $70.4K
|
333
$69.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
320+ 0.59% |
$57.5K - $67.7K
|
54.7K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
277+ 3.15% |
$49.8K - $58.6K
|
9.06K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
262+ 99.62% |
$47.1K - $55.4K
|
525
$110K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 34.58% |
$44.9K - $52.9K
|
973
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
234+ 4.63% |
$42.1K - $49.5K
|
5.29K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
226+ 0.96% |
$40.6K - $47.8K
|
23.7K
$4.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
225+ 17.74% |
$40.4K - $47.6K
|
1.49K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
216+ 23.79% |
$38.8K - $45.7K
|
1.12K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 4.56% |
$38.1K - $44.9K
|
4.86K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
203+ 16.15% |
$36.5K - $42.9K
|
1.46K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
190+ 14.34% |
$34.1K - $40.2K
|
1.52K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
190+ 3.96% |
$34.1K - $40.2K
|
4.99K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
183+ 11.3% |
$32.9K - $38.7K
|
1.8K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
183+ 2.45% |
$32.9K - $38.7K
|
7.66K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
166+ 3.58% |
$29.8K - $35.1K
|
4.81K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
162+ 0.9% |
$29.1K - $34.3K
|
18.2K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
152+ 5.58% |
$27.3K - $32.2K
|
2.88K
$603K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
151+ 2.48% |
$27.1K - $31.9K
|
6.25K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
151+ 6.56% |
$27.1K - $31.9K
|
2.45K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
142New |
$25.5K - $30K
|
142
$29.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
138New |
$24.8K - $29.2K
|
138
$28.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
136+ 1133.33% |
$24.4K - $28.8K
|
148
$31K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
133+ 135.71% |
$23.9K - $28.1K
|
231
$48.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123+ 15.19% |
$22.1K - $26K
|
933
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
122+ 28.98% |
$21.9K - $25.8K
|
543
$114K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
122New |
$21.9K - $25.8K
|
122
$25.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 3.23% |
$20K - $23.5K
|
3.54K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
110+ 2.0% |
$19.8K - $23.3K
|
5.62K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
103+ 6.6% |
$18.5K - $21.8K
|
1.66K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
97+ 3.31% |
$17.4K - $20.5K
|
3.03K
$635K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
95+ 193.88% |
$17.1K - $20.1K
|
144
$30.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
87+ 6.1% |
$15.6K - $18.4K
|
1.51K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 27.34% |
$14.2K - $16.7K
|
368
$77.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 187.8% |
$13.8K - $16.3K
|
118
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
77New |
$13.8K - $16.3K
|
77
$16.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71+ 5.98% |
$12.8K - $15K
|
1.26K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
68+ 0.06% |
$12.2K - $14.4K
|
108K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
68+ 5.91% |
$12.2K - $14.4K
|
1.22K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
64+ 3.02% |
$11.5K - $13.5K
|
2.18K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
63+ 8.56% |
$11.3K - $13.3K
|
799
$167K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
60+ 1.33% |
$10.8K - $12.7K
|
4.56K
$954K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
59+ 210.71% |
$10.6K - $12.5K
|
87
$18.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.95% |
$10.4K - $12.3K
|
1.53K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
55+ 5.39% |
$9.89K - $11.6K
|
1.08K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
54New |
$9.71K - $11.4K
|
54
$11.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 217.39% |
$8.99K - $10.6K
|
73
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 3.81% |
$8.81K - $10.4K
|
1.34K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48+ 21.52% |
$8.63K - $10.2K
|
271
$56.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 5.91% |
$7.73K - $9.1K
|
771
$161K
|