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Assurant (AIZ) Institutional Ownership

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$279.99 +1.10 (+0.40%)
Closing price 03:59 PM Eastern
Extended Trading
$276.83 -3.16 (-1.13%)
As of 06:18 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)
363
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
249
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
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%
6/23/2026Ballast 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%
5/26/2026Glenmede Trust Co. NA3,345$729K0.0%+32.8%0.007%
5/20/2026Arete Wealth Advisors LLC102,248$22.27M1.4%N/A0.206%
5/19/2026Western Wealth Management LLC150$33K0.0%N/A0.000%
5/19/2026Bank of America Corp DE361,210$78.68M0.0%+1.3%0.729%
5/19/2026Kentucky Retirement Systems6,004$1.31M0.0%N/A0.012%
5/19/2026Janus Henderson Group PLC22,349$4.87M0.0%-0.6%0.045%
5/19/2026Arete Wealth Advisors LLC102,248$22.27M1.6%N/A0.206%
5/18/2026Amundi151,136$32.92M0.0%+96.2%0.305%
5/18/2026EverSource Wealth Advisors LLC600$131K0.0%+14.5%0.001%
5/18/2026California State Teachers Retirement System58,828$12.81M0.0%+23.1%0.119%
5/18/2026Royal Bank of Canada79,737$17.37M0.0%+17.2%0.161%
5/16/2026The Manufacturers Life Insurance Company 35,110$7.65M0.0%-3.8%0.071%
5/16/2026Quantinno Capital Management LP74,826$16.30M0.0%+83.7%0.151%
5/16/2026Lazard Asset Management LLC43,809$9.54M0.0%+130.6%0.088%
5/15/2026Gateway Wealth Partners LLC1,154$251K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC1,562$340K0.0%N/A0.003%
5/15/2026Asset Management Group Inc.2,164$471K0.1%-10.0%0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,151$686K0.0%-89.1%0.006%
5/14/2026Public Employees Retirement System of Ohio15,731$3.43M0.0%-4.2%0.032%
5/14/2026Compound Planning Inc.1,733$377K0.0%+6.9%0.003%
5/14/2026Arrowstreet Capital Limited Partnership158,906$34.61M0.0%+67.1%0.321%
5/14/2026Inceptionr LLC3,216$700K0.2%N/A0.006%
5/14/2026Bank of Nova Scotia3,378$736K0.0%-21.2%0.007%
5/14/2026Systematic Financial Management LP21,456$4.67M0.1%-2.5%0.043%
5/14/2026Sei Investments Co.80,774$17.59M0.0%+30.7%0.163%
5/14/2026Lido Advisors LLC2,930$638K0.0%-5.4%0.006%
5/14/2026State of Wyoming284$62K0.0%-88.3%0.001%
5/13/2026Cetera Investment Advisers13,439$2.93M0.0%-28.7%0.027%
5/13/2026First Trust Advisors LP632,896$137.85M0.1%+9.2%1.273%
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5/8/2026PNC Financial Services Group Inc.9,208$2.01M0.0%-2.0%0.019%
5/7/2026Meeder Advisory Services Inc.2,447$533K0.0%-8.9%0.005%
5/7/2026WCM Investment Management LLC1,142$247K0.0%+22.0%0.002%
5/7/2026Dimensional Fund Advisors LP1,125,406$245.12M0.1%+22.4%2.264%
5/7/2026Parallel Advisors LLC386$84K0.0%+21.4%0.001%
5/7/2026KBC Group NV2,233$486K0.0%+7.3%0.004%
5/7/2026Swiss National Bank99,000$21.56M0.0%-0.5%0.199%
5/7/2026Valley Wealth Managers Inc.96,859$21.10M1.4%+0.1%0.195%
5/6/2026Annis Gardner Whiting Capital Advisors LLC133$29K0.0%-34.2%0.000%
5/6/2026California Public Employees Retirement System132,402$28.84M0.0%-7.0%0.266%
5/6/2026Assetmark Inc.435$95K0.0%+19.8%0.001%
5/6/2026Bessemer Group Inc.2,414$526K0.0%+12.2%0.005%
5/6/2026Allspring Global Investments Holdings LLC45,977$9.95M0.0%+2.8%0.092%
5/5/2026Wealthfront Advisers LLC1,414$308K0.0%+8.7%0.003%
5/5/2026Bank of New York Mellon Corp4,816,951$1.05B0.2%-4.4%9.690%
5/5/2026Blackhawk Capital Partners LLC2,223$484K0.2%+2.5%0.004%
5/5/2026Illinois Municipal Retirement Fund17,917$3.90M0.0%+12.9%0.036%
5/5/2026Sanctuary Advisors LLC1,897$413K0.0%-4.8%0.004%
5/5/2026Hillsdale Investment Management Inc.22,080$4.81M0.1%+6.8%0.044%
5/4/2026Calamos Advisors LLC107,355$23.38M0.1%+1.5%0.216%
5/4/2026Principal Financial Group Inc.66,882$14.57M0.0%+18.2%0.135%
5/4/2026Chicago Partners Investment Group LLC944$216K0.0%N/A0.002%
5/2/2026Pittenger & Anderson Inc.27,805$6.06M0.2%+1.5%0.056%
5/1/2026Fifth Third Bancorp11,672$2.54M0.0%+426.5%0.023%
5/1/2026Sequoia Financial Advisors LLC2,800$610K0.0%-29.0%0.006%
4/30/2026Hsbc Holdings PLC72,632$15.81M0.0%-8.6%0.146%
4/30/2026Sumitomo Mitsui Trust Group Inc.2,706$589K0.0%-77.4%0.005%
4/30/2026Oregon Public Employees Retirement Fund5,739$1.25M0.0%+0.9%0.012%
4/29/2026R Squared Ltd1,589$346K0.2%N/A0.003%
4/28/2026Dividend Assets Capital LLC26,507$5.77M1.2%-34.1%0.053%
4/28/2026Praxis Investment Management Inc.1,350$294K0.0%N/A0.003%
4/28/2026QRG Capital Management Inc.5,665$1.23M0.0%+18.7%0.011%
4/27/2026HB Wealth Management LLC1,301$283K0.0%-9.3%0.003%
4/27/2026New York State Teachers Retirement System44,542$9.70M0.0%-0.4%0.090%
4/27/2026Y Intercept Hong Kong Ltd16,227$3.53M0.1%N/A0.033%
4/25/2026Strs Ohio16,693$3.64M0.0%+28.5%0.034%
4/24/2026Root Financial Partners LLC246$54K0.0%+27.5%0.000%
4/24/2026Deprince Race & Zollo Inc.120,545$26.26M0.5%-0.2%0.242%
4/24/2026iA Global Asset Management Inc.2,364$515K0.0%+14.1%0.005%
4/24/2026Impact Partnership Wealth LLC2,520$549K0.1%N/A0.005%
4/24/2026 Harbor Investment Advisory LLC600$131K0.0%-17.0%0.001%
4/24/2026MQS Management LLC1,372$299K0.2%N/A0.003%
4/22/2026Janney Montgomery Scott LLC25,573$5.57M0.0%+8.9%0.051%
4/22/2026Pictet Asset Management Holding SA9,985$2.18M0.0%+6.8%0.020%
4/22/2026Sterling Capital Management LLC1,674$365K0.0%-44.3%0.003%
4/21/2026GHP Investment Advisors Inc.18,488$4.03M0.2%-1.4%0.037%
4/21/2026Aaron Wealth Advisors LLC933$203K0.0%-4.8%0.002%
4/21/2026Louisiana State Employees Retirement System2,600$566K0.0%N/A0.005%
4/20/2026Ritholtz Wealth Management1,970$429K0.0%+4.3%0.004%
4/20/2026Blue Trust Inc.1,357$296K0.0%-8.6%0.003%
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4/20/2026Fifth 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%
4/17/2026Mountain Pacific Investment Advisers LLC27,817$6.06M1.0%-7.7%0.056%
4/16/2026SG Americas Securities LLC16,965$3.70M0.0%-72.7%0.034%
3/20/2026Hsbc Holdings PLC79,491$19.18M0.0%+13.5%0.160%
3/17/2026Rockefeller Capital Management L.P.101,658$24.49M0.0%+48,079.1%0.205%
3/13/2026World Investment Advisors1,644$396K0.0%+21.2%0.003%
3/9/2026Corient Private Wealth LLC26,112$6.29M0.0%-2.8%0.053%
3/6/2026Hsbc Holdings PLC79,491$19.18M0.0%+13.5%0.160%
3/3/2026Caitong International Asset Management Co. Ltd252$61K0.0%+366.7%0.001%


AIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 615 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 527 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 9,068,462 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 249 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 8,442,054 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 7/13/2026 by MarketBeat.com Staff.
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