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Assurant (AIZ) Institutional Ownership

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$284.14 +2.14 (+0.76%)
As of 08/21/2026 03:58 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)
343
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
8/22/2026 Compass Financial Management LLC1,208$340K0.0%N/A0.002%
8/22/2026 Strive Financial Group LLC654$176K0.1%+463.8%0.001%
8/22/2026 Syon Capital LLC2,724$731K0.0%+12.8%0.006%
8/22/2026 Concurrent Investment Advisors LLC895$240K0.0%N/A0.002%
8/22/2026 NEOS Investment Management LLC7,719$2.07M0.0%+14.1%0.016%
8/21/2026 iSAM Funds UK Ltd3,600$967K0.7%-22.9%0.007%
8/21/2026 Nykredit A S1,790$481K0.0%N/A0.004%
8/20/2026 Susquehanna Fundamental Investments LLC44,688$12M0.2%+81.0%0.091%
8/20/2026 Cookson Peirce & Co. Inc.1,602$430K0.0%+4.8%0.003%
8/20/2026 Northwestern Mutual Wealth Management Co.2,563$688K0.0%+26.1%0.005%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC170,055$45.67M0.0%+0.1%0.345%
8/19/2026 New Mexico Educational Retirement Board2,411$647K0.0%+4.3%0.005%
8/19/2026 Mufg Securities Americas Inc.1,492$401K0.0%+7.6%0.003%
8/19/2026 Van ECK Associates Corp38,356$10.30M0.0%+1.3%0.078%
8/19/2026 Hsbc Holdings PLC76,366$20.54M0.0%+5.1%0.155%
8/19/2026 Wellington Management Group LLP345,193$92.70M0.0%-25.4%0.700%
8/18/2026 Empowered Funds LLC845$227K0.0%N/A0.002%
8/18/2026 United Capital Financial Advisors LLC1,855$498K0.0%N/A0.004%
8/18/2026 Caitlin John LLC3,917$1.05M0.6%N/A0.008%
8/18/2026 Equitable Holdings Inc.3,762$1.01M0.0%N/A0.008%
8/18/2026 Public Employees Retirement System of Ohio15,324$4.12M0.0%N/A0.031%
8/17/2026 Transamerica Financial Advisors LLC147$40K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP33,284$8.94M0.0%N/A0.067%
8/17/2026 Azora Capital LP38,009$10.21M0.4%N/A0.077%
8/17/2026 Bank of America Corp DE1,004,116$269.64M0.0%N/A2.036%
8/15/2026 Man Group plc27,353$7.35M0.0%N/A0.055%
8/15/2026 First Bancorp Inc ME 114$31K0.0%N/A0.000%
8/15/2026 Valtrion Capital Management LLC2,237$601K0.4%N/A0.005%
8/15/2026 Jupiter Topco LLC22,349$6.00M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC76,366$20.54M0.0%N/A0.155%
8/14/2026 EFG International AG442$119K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board32,400$8.70M0.0%N/A0.066%
8/14/2026 Legal & General Group Plc78,597$21.11M0.0%N/A0.159%
8/14/2026 The Manufacturers Life Insurance Company 35,853$9.63M0.0%N/A0.073%
8/13/2026 Cibc World Market Inc.2,080$559K0.0%N/A0.004%
8/13/2026 Sanctuary Advisors LLC1,946$523K0.0%N/A0.004%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.14,327$3.85M0.2%N/A0.029%
8/13/2026 Globeflex Capital L P25,435$6.83M0.9%N/A0.052%
8/13/2026 Bank of Nova Scotia1,912$513K0.0%N/A0.004%
8/12/2026 Compass Financial Management LLC1,208$340K0.0%N/A0.002%
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8/12/2026 Commerce Bank2,632$707K0.0%N/A0.005%
8/12/2026 Northwestern Mutual Wealth Management Co.2,563$688K0.0%N/A0.005%
8/12/2026 Evolve Private Wealth LLC1,242$333K0.0%N/A0.003%
8/12/2026 Korea Investment CORP1,455$391K0.0%N/A0.003%
8/12/2026 Callan Family Office LLC1,193$320K0.0%N/A0.002%
8/11/2026 Allworth Financial LP258$69K0.0%N/A0.001%
8/11/2026 Portfolio Design Labs LLC4,423$1.19M0.2%N/A0.009%
8/11/2026 Vise Technologies Inc.8,922$2.40M0.0%N/A0.018%
8/10/2026 Csenge Advisory Group928$249K0.0%N/A0.002%
8/10/2026 Danske Bank A S18,400$4.94M0.0%N/A0.037%
8/10/2026 Diversify Advisory Services LLC1,387$384K0.0%N/A0.003%
8/8/2026 Wealthfront Advisers LLC1,725$463K0.0%N/A0.003%
8/8/2026 Meeder Advisory Services Inc.1,495$401K0.0%N/A0.003%
8/8/2026 Meeder Asset Management Inc.510$137K0.0%N/A0.001%
8/7/2026 BlackRock Inc.5,009,537$1.35B0.0%N/A10.110%
8/7/2026 Deutsche Bank AG285,698$76.72M0.0%N/A0.577%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.63,392$17.02M0.0%N/A0.128%
8/7/2026 OneDigital Investment Advisors LLC1,684$452K0.0%N/A0.003%
8/6/2026 Nippon Life Global Investors Americas Inc.3,880$1.04M0.0%N/A0.008%
8/6/2026 Global Retirement Partners LLC1,135$305K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp4,727,930$1.27B0.2%N/A9.542%
8/6/2026 Stoneridge Investment Partners LLC3,004$839K0.5%N/A0.006%
8/6/2026 Maridea Wealth Management LLC1,022$274K0.0%N/A0.002%
8/5/2026USA Financial Formulas426$93K0.0%-22.7%0.001%
8/3/2026 Oppenheimer Asset Management Inc.8,861$2.38M0.0%N/A0.018%
8/3/2026 Dockside LLC43,551$11.70M2.7%N/A0.088%
7/10/2026 GoalFusion Wealth Management LLC2,174$584K0.2%-8.4%0.004%
7/8/2026 Beacon Investment Advisory Services Inc.2,605$700K0.0%+12.1%0.005%
7/8/2026 Czech National Bank14,103$3.79M0.0%+3.4%0.028%
7/8/2026 Assenagon Asset Management S.A.8,807$2.37M0.0%-32.3%0.018%
7/7/2026 GAMMA Investing LLC2,764$742K0.0%+14.1%0.006%
7/7/2026 Arlington Trust Co LLC127$34K0.0%+81.4%0.000%
7/2/2026 Hilltop National Bank858$230K0.0%-13.1%0.002%
6/23/2026 Ballast Advisors LLC788$172K0.0%-20.2%0.002%
6/18/2026 Pacer Advisors Inc.2,498$544K0.0%-50.6%0.005%
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%
5/19/2026Janus 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%
5/18/2026 EverSource Wealth Advisors LLC600$131K0.0%+14.5%0.001%
5/18/2026California 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 Company35,110$7.65M0.0%-3.8%0.071%
5/16/2026 Quantinno Capital Management LP74,826$16.30M0.0%+83.7%0.151%
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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%


AIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 620 institutional investors and hedge funds held shares of Assurant. The most heavily invested institutionals were Vanguard Group Inc. ($1.60B), BlackRock Inc. ($1.35B), Bank of New York Mellon Corp ($1.27B), T. Rowe Price Investment Management Inc. ($872.33M), State Street Corp ($619.33M), Geode Capital Management LLC ($330.07M), and International Assets Investment Management LLC ($284.73M).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 531 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 ($7.34M), BlackRock Inc. ($5.01M), Norges Bank ($2.01M), Bank of America Corp DE ($1.07M), Qube Research & Technologies Ltd ($515.13K), Millennium Management LLC ($500.25K), and Mizuho Securities USA LLC ($460.94K).

Institutional investors have bought a total of 17,559,731 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

Of the 211 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), Macquarie Group Ltd. ($362.57K), Massachusetts Financial Services Co. MA ($289.45K), Millennium Management LLC ($274.89K), Bank of New York Mellon Corp ($223.40K), State Street Corp ($221.27K), and Qube Research & Technologies Ltd ($166.85K).

Institutional investors have sold a total of 6,035,479 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


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Institutional ownership data for NYSE:AIZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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