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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
14
shares
|
$2,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
14
shares
|
$2,800
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
13
shares
|
$2,600
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$2,600
0.0% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$2,400
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$2,400
0.0% of portfolio
|
Q3 2022
Reduced 74.47%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
12
shares
|
$2,400
0.0% of portfolio
|
Q2 2020
Reduced 41.67%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12
shares
|
$2,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11
shares
|
$2,200
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
11
shares
|
$2,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
11
shares
|
$2,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$2,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,000
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$2,000
0.0% of portfolio
|
Q2 2022
Reduced 65.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
9
shares
|
$1,800
0.0% of portfolio
|
Q3 2024
Reduced 93.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
7
shares
|
$1,400
0.0% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
7
shares
|
$1,400
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
6
shares
|
$1,200
0.0% of portfolio
|
Q1 2023
Reduced 14.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6
shares
|
$1,200
0.0% of portfolio
|
Q1 2023
Reduced 73.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$1,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4
shares
|
$800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
3
shares
|
$600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$600
0.0% of portfolio
|
Q3 2023
New holding
|