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Assurant (AIZ) Institutional Ownership

Assurant logo
$248.90 +0.42 (+0.17%)
As of 12:09 PM Eastern
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Institutional Ownership Changes (13F Filings) for Assurant (NYSE:AIZ)

Current
Institutional Ownership
Percentage
92.65%
Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.87B
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AIZ Institutional Buying and Selling by Quarter

Assurant Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC386$84K0.0%+21.4%0.001%
6/3/2026 NewEdge Advisors LLC4,657$1.01M0.0%+13.9%0.009%
5/26/2026 Glenmede Trust Co. NA3,345$729K0.0%+32.8%0.007%
5/20/2026 Arete Wealth Advisors LLC102,248$22.27M1.4%N/A0.206%
5/19/2026 Western Wealth Management LLC150$33K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE361,210$78.68M0.0%+1.3%0.729%
5/19/2026 Kentucky Retirement Systems6,004$1.31M0.0%N/A0.012%
5/19/2026 Janus Henderson Group PLC22,349$4.87M0.0%-0.6%0.045%
5/19/2026 Arete Wealth Advisors LLC102,248$22.27M1.6%N/A0.206%
5/18/2026 Amundi151,136$32.92M0.0%+96.2%0.305%
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5/18/2026 EverSource Wealth Advisors LLC600$131K0.0%+14.5%0.001%
5/18/2026 California State Teachers Retirement System58,828$12.81M0.0%+23.1%0.119%
5/18/2026 Royal Bank of Canada79,737$17.37M0.0%+17.2%0.161%
5/16/2026 The Manufacturers Life Insurance Company 35,110$7.65M0.0%-3.8%0.071%
5/16/2026 Quantinno Capital Management LP74,826$16.30M0.0%+83.7%0.151%
5/16/2026 Lazard Asset Management LLC43,809$9.54M0.0%+130.6%0.088%
5/15/2026 Gateway Wealth Partners LLC1,154$251K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC1,562$340K0.0%N/A0.003%
5/15/2026 Asset Management Group Inc.2,164$471K0.1%-10.0%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund3,151$686K0.0%-89.1%0.006%
5/14/2026 Public Employees Retirement System of Ohio15,731$3.43M0.0%-4.2%0.032%
5/14/2026 Compound Planning Inc.1,733$377K0.0%+6.9%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership158,906$34.61M0.0%+67.1%0.321%
5/14/2026 Inceptionr LLC3,216$700K0.2%N/A0.006%
5/14/2026 Bank of Nova Scotia3,378$736K0.0%-21.2%0.007%
5/14/2026 Systematic Financial Management LP21,456$4.67M0.1%-2.5%0.043%
5/14/2026 Sei Investments Co.80,774$17.59M0.0%+30.7%0.163%
5/14/2026 Lido Advisors LLC2,930$638K0.0%-5.4%0.006%
5/14/2026 State of Wyoming284$62K0.0%-88.3%0.001%
5/13/2026 Cetera Investment Advisers13,439$2.93M0.0%-28.7%0.027%
5/13/2026 First Trust Advisors LP632,896$137.85M0.1%+9.2%1.273%
5/8/2026 PNC Financial Services Group Inc.9,208$2.01M0.0%-2.0%0.019%
5/7/2026 Meeder Advisory Services Inc.2,447$533K0.0%-8.9%0.005%
5/7/2026 WCM Investment Management LLC1,142$247K0.0%+22.0%0.002%
5/7/2026 Dimensional Fund Advisors LP1,125,406$245.12M0.1%+22.4%2.264%
5/7/2026 Parallel Advisors LLC386$84K0.0%+21.4%0.001%
5/7/2026 KBC Group NV2,233$486K0.0%+7.3%0.004%
5/7/2026 Swiss National Bank99,000$21.56M0.0%-0.5%0.199%
5/7/2026 Valley Wealth Managers Inc.96,859$21.10M1.4%+0.1%0.195%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC133$29K0.0%-34.2%0.000%
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5/6/2026 California Public Employees Retirement System132,402$28.84M0.0%-7.0%0.266%
5/6/2026 Assetmark Inc.435$95K0.0%+19.8%0.001%
5/6/2026 Bessemer Group Inc.2,414$526K0.0%+12.2%0.005%
5/6/2026 Allspring Global Investments Holdings LLC45,977$9.95M0.0%+2.8%0.092%
5/5/2026 Wealthfront Advisers LLC1,414$308K0.0%+8.7%0.003%
5/5/2026 Bank of New York Mellon Corp4,816,951$1.05B0.2%-4.4%9.690%
5/5/2026 Blackhawk Capital Partners LLC2,223$484K0.2%+2.5%0.004%
5/5/2026 Illinois Municipal Retirement Fund17,917$3.90M0.0%+12.9%0.036%
5/5/2026 Sanctuary Advisors LLC1,897$413K0.0%-4.8%0.004%
5/5/2026 Hillsdale Investment Management Inc.22,080$4.81M0.1%+6.8%0.044%
5/4/2026 Calamos Advisors LLC107,355$23.38M0.1%+1.5%0.216%
5/4/2026 Principal Financial Group Inc.66,882$14.57M0.0%+18.2%0.135%
5/4/2026 Chicago Partners Investment Group LLC944$216K0.0%N/A0.002%
5/2/2026 Pittenger & Anderson Inc.27,805$6.06M0.2%+1.5%0.056%
5/1/2026 Fifth Third Bancorp11,672$2.54M0.0%+426.5%0.023%
5/1/2026 Sequoia Financial Advisors LLC2,800$610K0.0%-29.0%0.006%
4/30/2026 Hsbc Holdings PLC72,632$15.81M0.0%-8.6%0.146%
4/30/2026 Sumitomo Mitsui Trust Group Inc.2,706$589K0.0%-77.4%0.005%
4/30/2026 Oregon Public Employees Retirement Fund5,739$1.25M0.0%+0.9%0.012%
4/29/2026 R Squared Ltd1,589$346K0.2%N/A0.003%
4/28/2026 Dividend Assets Capital LLC26,507$5.77M1.2%-34.1%0.053%
4/28/2026 Praxis Investment Management Inc.1,350$294K0.0%N/A0.003%
4/28/2026 QRG Capital Management Inc.5,665$1.23M0.0%+18.7%0.011%
4/27/2026 HB Wealth Management LLC1,301$283K0.0%-9.3%0.003%
4/27/2026 New York State Teachers Retirement System44,542$9.70M0.0%-0.4%0.090%
4/27/2026 Y Intercept Hong Kong Ltd16,227$3.53M0.1%N/A0.033%
4/25/2026 Strs Ohio16,693$3.64M0.0%+28.5%0.034%
4/24/2026 Root Financial Partners LLC246$54K0.0%+27.5%0.000%
4/24/2026 Deprince Race & Zollo Inc.120,545$26.26M0.5%-0.2%0.242%
4/24/2026 iA Global Asset Management Inc.2,364$515K0.0%+14.1%0.005%
4/24/2026 Impact Partnership Wealth LLC2,520$549K0.1%N/A0.005%
4/24/2026 Harbor Investment Advisory LLC600$131K0.0%-17.0%0.001%
4/24/2026 MQS Management LLC1,372$299K0.2%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC25,573$5.57M0.0%+8.9%0.051%
4/22/2026 Pictet Asset Management Holding SA9,985$2.18M0.0%+6.8%0.020%
4/22/2026 Sterling Capital Management LLC1,674$365K0.0%-44.3%0.003%
4/21/2026 GHP Investment Advisors Inc.18,488$4.03M0.2%-1.4%0.037%
4/21/2026 Aaron Wealth Advisors LLC933$203K0.0%-4.8%0.002%
4/21/2026 Louisiana State Employees Retirement System2,600$566K0.0%N/A0.005%
4/20/2026 Ritholtz Wealth Management1,970$429K0.0%+4.3%0.004%
4/20/2026 Blue Trust Inc.1,357$296K0.0%-8.6%0.003%
4/20/2026 Fifth Third Wealth Advisors LLC1,455$317K0.0%+5.9%0.003%
4/20/2026 Assenagon Asset Management S.A.13,000$2.83M0.0%+77.7%0.026%
4/17/2026 Mountain Pacific Investment Advisers LLC27,817$6.06M1.0%-7.7%0.056%
4/16/2026 SG Americas Securities LLC16,965$3.70M0.0%-72.7%0.034%
3/20/2026 Hsbc Holdings PLC79,491$19.18M0.0%+13.5%0.160%
3/17/2026 Rockefeller Capital Management L.P.101,658$24.49M0.0%+48,079.1%0.205%
3/13/2026 World Investment Advisors1,644$396K0.0%+21.2%0.003%
3/9/2026 Corient Private Wealth LLC26,112$6.29M0.0%-2.8%0.053%
3/6/2026 Hsbc Holdings PLC79,491$19.18M0.0%+13.5%0.160%
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3/3/2026 Caitong International Asset Management Co. Ltd252$61K0.0%+366.7%0.001%
2/24/2026 DGS Capital Management LLC1,414$341K0.1%N/A0.003%
2/24/2026 Pacer Advisors Inc.5,061$1.22M0.0%-5.5%0.010%
2/20/2026 Dean Capital Management11,237$2.71M1.2%+3.2%0.022%
2/20/2026 Kovitz Investment Group Partners LLC9,461$2.28M0.1%-19.5%0.019%
2/19/2026 T. Rowe Price Investment Management Inc.3,621,858$872.33M0.6%-6.2%7.232%
2/19/2026 Compound Planning Inc.1,621$390K0.0%+14.2%0.003%
2/19/2026 Invesco Ltd.1,067,466$257.10M0.0%-4.6%2.132%
2/19/2026 Corient Private Wealth LLC49,571$11.94M0.0%+84.6%0.099%
2/18/2026 Ameriflex Group Inc.235$57K0.0%-50.0%0.000%


AIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 616 institutional investors and hedge funds held shares of Assurant. The most heavily invested institutionals were Vanguard Group Inc. ($1.60B), Bank of New York Mellon Corp ($1.05B), T. Rowe Price Investment Management Inc. ($872.33M), State Street Corp ($619.33M), Geode Capital Management LLC ($330.07M), International Assets Investment Management LLC ($284.73M), and Invesco Ltd. ($257.10M).Learn more on Assurant's institutional investors.

92.65% of Assurant's stock is owned by institutional investors. Learn more on AIZ's institutional investor holdings.

Of the 530 institutional investors that purchased Assurant's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($2.61M), Norges Bank ($2.01M), Qube Research & Technologies Ltd ($515.13K), Millennium Management LLC ($500.25K), Mizuho Securities USA LLC ($460.94K), Adage Capital Partners GP L.L.C. ($406.90K), and Voya Investment Management LLC ($394.69K).

Institutional investors have bought a total of 9,101,070 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 251 institutional investors that sold Assurant's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($1.74M), State Street Corp ($476.70K), AQR Capital Management LLC ($425.48K), Invesco Ltd. ($411.84K), Macquarie Group Ltd. ($362.57K), Amundi ($299.97K), and Massachusetts Financial Services Co. MA ($289.45K).

Institutional investors have sold a total of 8,446,113 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.


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This page (NYSE:AIZ) was last updated on 6/3/2026 by MarketBeat.com Staff.
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