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Assurant (AIZ) Institutional Ownership

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$267.51 +1.27 (+0.48%)
Closing price 03:59 PM Eastern
Extended Trading
$267.41 -0.10 (-0.04%)
As of 05:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
348
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$1.42B
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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
9/23/2026QRG Capital Management Inc.6,426$1.73M0.0%+13.4%0.013%
9/23/2026Envestnet Portfolio Solutions Inc.1,417$381K0.0%+41.0%0.003%
9/9/2026Sequoia Financial Advisors LLC3,535$949K0.0%+26.3%0.007%
9/9/2026Tidal Investments LLC4,091$1.10M0.0%+9.5%0.008%
9/9/2026Engineers Gate Manager LP4,052$1.09M0.0%-89.3%0.008%
9/9/2026Integrated Wealth Concepts LLC645$173K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC3,621$972K0.0%-22.2%0.007%
9/9/2026Squarepoint Ops LLC14,065$3.78M0.0%+956.7%0.029%
9/9/2026Baird Financial Group Inc.4,542$1.22M0.0%-27.0%0.009%
9/9/2026Beacon Investment Advisory Services Inc.2,605$700K0.0%+12.1%0.005%
9/8/2026Arizona State Retirement System13,714$3.68M0.0%-0.3%0.028%
9/8/2026Waverly Advisors LLC1,871$502K0.0%+19.8%0.004%
9/8/2026Paragon Capital Management Ltd916$246K0.0%N/A0.002%
9/8/2026Empirical Finance LLC1,960$526K0.0%+3.2%0.004%
9/8/2026Nykredit A S1,790$481K0.0%N/A0.004%
9/4/2026Parkside Financial Bank & Trust449$121K0.0%+50.2%0.001%
8/27/2026Corient Private Wealth LP20,120$5.40M0.0%-38.7%0.041%
8/26/2026Amundi115,053$30.90M0.0%-23.9%0.233%
8/26/2026HighTower Advisors LLC6,631$1.78M0.0%-1.3%0.013%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al6,800$1.83M0.0%N/A0.014%
8/23/2026Ameritas Advisory Services LLC1,205$324K0.0%-15.0%0.002%
8/23/2026Wedmont Private Capital928$259K0.0%N/A0.002%
8/23/2026HB Wealth Management LLC1,381$371K0.0%+6.1%0.003%
8/22/2026Compass Financial Management LLC1,208$340K0.0%N/A0.002%
8/22/2026Strive Financial Group LLC654$176K0.1%+463.8%0.001%
8/22/2026Syon Capital LLC2,724$731K0.0%+12.8%0.006%
8/22/2026Concurrent Investment Advisors LLC895$240K0.0%N/A0.002%
8/22/2026NEOS Investment Management LLC7,719$2.07M0.0%+14.1%0.016%
8/21/2026iSAM Funds UK Ltd3,600$967K0.7%-22.9%0.007%
8/21/2026Nykredit A S1,790$481K0.0%N/A0.004%
8/20/2026Susquehanna Fundamental Investments LLC44,688$12M0.2%+81.0%0.091%
8/20/2026Cookson Peirce & Co. Inc.1,602$430K0.0%+4.8%0.003%
8/20/2026Northwestern Mutual Wealth Management Co.2,563$688K0.0%+26.1%0.005%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC170,055$45.67M0.0%+0.1%0.345%
8/19/2026New Mexico Educational Retirement Board2,411$647K0.0%+4.3%0.005%
8/19/2026Mufg Securities Americas Inc.1,492$401K0.0%+7.6%0.003%
8/19/2026Van ECK Associates Corp38,356$10.30M0.0%+1.3%0.078%
8/19/2026Hsbc Holdings PLC76,366$20.54M0.0%+5.1%0.155%
8/19/2026Wellington Management Group LLP345,193$92.70M0.0%-25.4%0.700%
8/18/2026Empowered Funds LLC845$227K0.0%N/A0.002%
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8/18/2026United Capital Financial Advisors LLC1,855$498K0.0%N/A0.004%
8/18/2026Caitlin John LLC3,917$1.05M0.6%N/A0.008%
8/18/2026Equitable Holdings Inc.3,762$1.01M0.0%N/A0.008%
8/18/2026Public Employees Retirement System of Ohio15,324$4.12M0.0%N/A0.031%
8/17/2026Transamerica Financial Advisors LLC147$40K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP33,284$8.94M0.0%N/A0.067%
8/17/2026Azora Capital LP38,009$10.21M0.4%N/A0.077%
8/17/2026Bank of America Corp DE1,004,116$269.64M0.0%N/A2.036%
8/15/2026Man Group plc27,353$7.35M0.0%N/A0.055%
8/15/2026First Bancorp Inc ME114$31K0.0%N/A0.000%
8/15/2026Valtrion Capital Management LLC2,237$601K0.4%N/A0.005%
8/15/2026Jupiter Topco LLC22,349$6.00M0.0%N/A0.045%
8/14/2026Hsbc Holdings PLC76,366$20.54M0.0%N/A0.155%
8/14/2026EFG International AG442$119K0.0%N/A0.001%
8/14/2026Canada Pension Plan Investment Board32,400$8.70M0.0%N/A0.066%
8/14/2026Legal & General Group Plc78,597$21.11M0.0%N/A0.159%
8/14/2026The Manufacturers Life Insurance Company35,853$9.63M0.0%N/A0.073%
8/13/2026Cibc World Market Inc.2,080$559K0.0%N/A0.004%
8/13/2026Sanctuary Advisors LLC1,946$523K0.0%N/A0.004%
8/13/2026Meiji Yasuda Asset Management Co Ltd.14,327$3.85M0.2%N/A0.029%
8/13/2026Globeflex Capital L P25,435$6.83M0.9%N/A0.052%
8/13/2026Bank of Nova Scotia1,912$513K0.0%N/A0.004%
8/12/2026Compass Financial Management LLC1,208$340K0.0%N/A0.002%
8/12/2026Commerce Bank2,632$707K0.0%N/A0.005%
8/12/2026Northwestern Mutual Wealth Management Co.2,563$688K0.0%N/A0.005%
8/12/2026Evolve Private Wealth LLC1,242$333K0.0%N/A0.003%
8/12/2026Korea Investment CORP1,455$391K0.0%N/A0.003%
8/12/2026Callan Family Office LLC1,193$320K0.0%N/A0.002%
8/11/2026Allworth Financial LP258$69K0.0%N/A0.001%
8/11/2026Portfolio Design Labs LLC4,423$1.19M0.2%N/A0.009%
8/11/2026Vise Technologies Inc.8,922$2.40M0.0%N/A0.018%
8/10/2026Csenge Advisory Group928$249K0.0%N/A0.002%
8/10/2026Danske Bank A S18,400$4.94M0.0%N/A0.037%
8/10/2026Diversify Advisory Services LLC1,387$384K0.0%N/A0.003%
8/8/2026Wealthfront Advisers LLC1,725$463K0.0%N/A0.003%
8/8/2026Meeder Advisory Services Inc.1,495$401K0.0%N/A0.003%
8/8/2026Meeder Asset Management Inc.510$137K0.0%N/A0.001%
8/7/2026BlackRock Inc.5,009,537$1.35B0.0%N/A10.110%
8/7/2026Deutsche Bank AG285,698$76.72M0.0%N/A0.577%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.63,392$17.02M0.0%N/A0.128%
8/7/2026OneDigital Investment Advisors LLC1,684$452K0.0%N/A0.003%
8/6/2026Nippon Life Global Investors Americas Inc.3,880$1.04M0.0%N/A0.008%
8/6/2026Global Retirement Partners LLC1,135$305K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp4,727,930$1.27B0.2%N/A9.542%
8/6/2026Stoneridge Investment Partners LLC3,004$839K0.5%N/A0.006%
8/6/2026Maridea Wealth Management LLC1,022$274K0.0%N/A0.002%
8/5/2026USA Financial Formulas426$93K0.0%-22.7%0.001%
8/3/2026Oppenheimer Asset Management Inc.8,861$2.38M0.0%N/A0.018%
8/3/2026Dockside LLC43,551$11.70M2.7%N/A0.088%
7/10/2026GoalFusion Wealth Management LLC2,174$584K0.2%-8.4%0.004%
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7/8/2026Beacon Investment Advisory Services Inc.2,605$700K0.0%+12.1%0.005%
7/8/2026Czech National Bank14,103$3.79M0.0%+3.4%0.028%
7/8/2026Assenagon Asset Management S.A.8,807$2.37M0.0%-32.3%0.018%
7/7/2026GAMMA Investing LLC2,764$742K0.0%+14.1%0.006%
7/7/2026Arlington Trust Co LLC127$34K0.0%+81.4%0.000%
7/2/2026Hilltop National Bank858$230K0.0%-13.1%0.002%
6/23/2026Ballast Advisors LLC788$172K0.0%-20.2%0.002%
6/18/2026Pacer Advisors Inc.2,498$544K0.0%-50.6%0.005%
6/3/2026Parallel Advisors LLC386$84K0.0%+21.4%0.001%
6/3/2026NewEdge Advisors LLC4,657$1.01M0.0%+13.9%0.009%


AIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 623 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 534 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 17,537,722 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

Of the 214 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 6,114,185 shares in the last 24 months. This volume of shares sold represents approximately $1.42B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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