Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 599 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
33
shares
|
$7,543
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
31
shares
|
$7,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
27
shares
|
$6,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
27
shares
|
$6,171
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$6,171
0.0% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
25
shares
|
$5,714
0.0% of portfolio
|
Q1 2021
Reduced 75.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
24
shares
|
$5,486
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
24
shares
|
$5,486
0.0% of portfolio
|
Q2 2025
Reduced 93.65%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$5,486
0.0% of portfolio
|
Q2 2023
Added 118.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21
shares
|
$4,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
21
shares
|
$4,800
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
17
shares
|
$3,886
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
17
shares
|
$3,886
0.0% of portfolio
|
Q1 2023
Reduced 10.53%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
17
shares
|
$3,886
0.0% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
16
shares
|
$3,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15
shares
|
$3,428
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
14
shares
|
$3,200
0.0% of portfolio
|
Q3 2025
Reduced 72.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$3,200
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
14
shares
|
$3,200
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
13
shares
|
$2,971
0.0% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
13
shares
|
$2,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$2,971
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$2,743
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$2,743
0.0% of portfolio
|
Q3 2022
Reduced 74.47%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
11
shares
|
$2,514
0.0% of portfolio
|
Q2 2025
New holding
|
|