AIZ · Company research
Assurant, Inc. (AIZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29700 | 7975341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2370 | 636 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1790 | 480669 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238400 | 64017552 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2753 | 739263 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 4028 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6499 | 1745176 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 53372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 537 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1977 | 530913 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82 | 22019 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14432 | 3875425 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 928 | 258814 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 4834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 972572 | 261164759 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1871 | 502470 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51548 | 13842069 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10853 | 2914356 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277979 | 74645701 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1343 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 6714 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151423 | 40661618 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15459004 | 57569 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75642 | 20312146 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Capital Management Investments LLC | 1957363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 4565 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44688 | 12000069 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 9130 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 9667 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8807 | 2364944 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ascent Group, LLC | 1913231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3715 | 997659 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3855 | 1035183 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 8593 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4127 | 1108223 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1455 | 390711 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 20140 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258 | 69287 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14859 | 3984 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 17992 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14182 | 3808292 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8578 | 2303 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89235 | 23962148 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OBERWEIS ASSET MANAGEMENT INC/ | 937886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122100 | 32787513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223542 | 60027833 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WBI INVESTMENTS, LLC | 1397424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1491 | 400453 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147 | 39708 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39445 | 10592 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3056 | 820677 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CREDIT INDUSTRIEL ET COMMERCIAL | 1274419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 214824 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251 | 67401 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4276 | 1148255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 35177 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6952 | 1867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 10139 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nippon Life Global Investors Americas, Inc. | 1040190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3880 | 1041896 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 537 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1611 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48477 | 13017531 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 4566 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2270 | 609563 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1343 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35853 | 9627606 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2158 | 579488 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| LBP AM SA | 1970075 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18580 | 4989287 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Claro Advisors Inc. | 1764386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1150 | 308810 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33284 | 8937721 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sunrise Financial Services, LLC | 2110891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 13427 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NorthCoast Asset Management LLC | 1665198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8596 | 2308497 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22760 | 6111742 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2296 | 616636 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34133 | 9165734 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Shay Capital LLC | 1723643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 8055900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98589 | 26474346 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21370 | 5738486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 794 | 213213 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2867 | 769876 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1074 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 3760 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3194 | 857685 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACQUARIE GROUP LTD | 1418333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966 | 527930 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EFG International AG | 2109868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 100699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.