Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 601 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
86
shares
|
$19,658
0.01% of portfolio
|
Q3 2025
Added 152.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
84
shares
|
$19,201
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
82
shares
|
$18,744
0.0% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
75
shares
|
$17,144
0.0% of portfolio
|
Q4 2025
Added 127.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
75
shares
|
$17,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
74
shares
|
$16,915
0.0% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
70
shares
|
$16,001
0.0% of portfolio
|
Q3 2023
Reduced 45.74%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
68
shares
|
$15,544
0.0% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
62
shares
|
$14,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
60
shares
|
$13,715
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
57
shares
|
$13,029
0.01% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
56
shares
|
$12,801
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
55
shares
|
$12,572
0.05% of portfolio
|
Q3 2025
Reduced 41.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
55
shares
|
$12,572
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
55
shares
|
$12,572
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
54
shares
|
$12,343
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
51
shares
|
$11,658
0.0% of portfolio
|
Q2 2025
Reduced 55.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
49
shares
|
$11,200
0.0% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
46
shares
|
$10,515
0.0% of portfolio
|
Q3 2025
Reduced 75.66%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
46
shares
|
$10,515
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
45
shares
|
$10,286
0.0% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
41
shares
|
$9,372
0.0% of portfolio
|
Q3 2025
Added 215.38%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
41
shares
|
$9,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
39
shares
|
$8,915
0.0% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$8,915
0.0% of portfolio
|
Q3 2023
New holding
|
|