Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 598 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
261
shares
|
$52,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
254
shares
|
$50,807
0.01% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
253
shares
|
$50,607
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
224
shares
|
$44,806
0.0% of portfolio
|
Q4 2024
Reduced 81.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
220
shares
|
$44,006
0.0% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
203
shares
|
$40,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
202
shares
|
$40,406
0.01% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
193
shares
|
$38,605
0.0% of portfolio
|
Q4 2024
Added 503.13%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
189
shares
|
$37,805
0.02% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
186
shares
|
$37,205
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
181
shares
|
$36,205
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
174
shares
|
$34,805
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
171
shares
|
$34,205
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
160
shares
|
$32,004
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$30,004
0.0% of portfolio
|
Q4 2024
Added 219.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
138
shares
|
$27,604
0.0% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
137
shares
|
$27,404
0.0% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
134
shares
|
$26,804
0.0% of portfolio
|
Q4 2024
Added 127.12%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
131
shares
|
$26,203
0.0% of portfolio
|
Q4 2024
Added 39.36%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
130
shares
|
$26,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
129
shares
|
$25,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
126
shares
|
$25,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
125
shares
|
$25,003
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$25,003
0.0% of portfolio
|
Q2 2023
Added 1036.36%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$23,603
0.01% of portfolio
|
Q4 2024
Added 20.41%
|