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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
44
shares
|
$8,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
41
shares
|
$8,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
41
shares
|
$8,201
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
41
shares
|
$8,201
0.0% of portfolio
|
Q2 2024
Reduced 16.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
40
shares
|
$8,001
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
39
shares
|
$7,801
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$7,801
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
37
shares
|
$7,401
0.0% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$7,201
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
34
shares
|
$6,801
0.0% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
34
shares
|
$6,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
31
shares
|
$6,200
0.0% of portfolio
|
Q4 2024
Added 82.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
28
shares
|
$5,600
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
27
shares
|
$5,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
26
shares
|
$5,200
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
25
shares
|
$5,000
0.0% of portfolio
|
Q1 2021
Reduced 75.0%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
24
shares
|
$4,800
0.0% of portfolio
|
Q2 2023
Added 118.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
19
shares
|
$3,800
0.0% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
17
shares
|
$3,400
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
17
shares
|
$3,400
0.0% of portfolio
|
Q1 2023
Reduced 10.53%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
17
shares
|
$3,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16
shares
|
$3,200
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
15
shares
|
$3,000
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
15
shares
|
$3,000
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|