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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2025
Reduced 94.12%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$685
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3
shares
|
$685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
2
shares
|
$457
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2
shares
|
$457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$457
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2
shares
|
$457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1
shares
|
$228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1
shares
|
$228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|