Purchases and Sales Made in Q4 2025 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q4 2025. The information is specifically focused on institutions that hold shares of ASSURANT, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
56.2K+ 929.82% |
$11.7M - $12.8M
|
62.2K
$14.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
26.7K+ 16.75% |
$5.54M - $6.1M
|
186K
$42.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
14.9K+ 14.03% |
$3.09M - $3.4M
|
121K
$27.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.98K+ 198.88% |
$1.66M - $1.82M
|
12K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.39KNew |
$496K - $546K
|
2.39K
$546K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.16KNew |
$240K - $264K
|
1.16K
$264K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
980New |
$204K - $224K
|
980
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
963New |
$200K - $220K
|
963
$220K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
940New |
$195K - $215K
|
940
$215K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
724+ 47.32% |
$150K - $165K
|
2.25K
$515K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
527+ 7.11% |
$109K - $120K
|
7.94K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479+ 10.65% |
$99.5K - $109K
|
4.98K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
390+ 3.04% |
$81K - $89.2K
|
13.2K
$3.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
227New |
$47.1K - $51.9K
|
227
$51.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
172+ 2.2% |
$35.7K - $39.3K
|
7.98K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
114+ 6.32% |
$23.7K - $26.1K
|
1.92K
$438K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
100+ 3.23% |
$20.8K - $22.9K
|
3.2K
$731K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
48New |
$9.97K - $11K
|
48
$11K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
43+ 0.81% |
$8.93K - $9.83K
|
5.34K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
42+ 127.27% |
$8.72K - $9.6K
|
75
$17.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 2.77% |
$8.31K - $9.14K
|
1.49K
$339K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40+ 0.14% |
$8.31K - $9.14K
|
28.2K
$6.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.4% |
$3.95K - $4.34K
|
1.37K
$314K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 37.78% |
$3.53K - $3.89K
|
62
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 29.09% |
$3.32K - $3.66K
|
71
$16.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$2.49K - $2.74K
|
12
$2.74K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11New |
$2.28K - $2.51K
|
11
$2.51K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 18.18% |
$2.08K - $2.29K
|
65
$14.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
8New |
$1.66K - $1.83K
|
8
$1.83K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6New |
$1.25K - $1.37K
|
6
$1.37K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 3.97% |
$1.04K - $1.14K
|
131
$29.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
4New |
$831 - $914
|
4
$914
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 60.0% |
$623 - $686
|
8
$1.83K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 50.0% |
$415 - $457
|
6
$1.37K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.7% |
$208 - $229
|
28
$6.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$208 - $229
|
1
$229
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 12.5% |
$208 - $229
|
7
$1.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 2.04% |
$208 - $229
|
48
$11K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 7.14% |
$208 - $229
|
13
$2.97K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.13% |
$415 - $457
|
1.58K
$361K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3- 7.69% |
$623 - $686
|
36
$8.23K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30- 5.56% |
$6.23K - $6.86K
|
510
$117K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-110- 1.02% |
$22.8K - $25.1K
|
10.7K
$2.44M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-123- 6.12% |
$25.5K - $28.1K
|
1.89K
$432K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-162- 12.99% |
$33.6K - $37K
|
1.09K
$248K
|
|
|
Jan 21, 2026
Q4 2025
|
Edmp, Inc.
|
SELL
|
- |
-166- 2.37% |
$34.5K - $37.9K
|
6.82K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-315- 36.37% |
$65.4K - $72K
|
551
$126K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-368- 8.6% |
$76.4K - $84.1K
|
3.91K
$894K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-440- 7.23% |
$91.4K - $101K
|
5.65K
$1.29M
|
|