AssurantAIZ
13F holders, Q1 2025 (March 31)563holders −2
62new positions
58sold out
9famous investors
$209.65avg. 13F price*
At the end of Q1 2025, 563 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, down 2 from Q4 2024. 62 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($998.2M) and T. Rowe Price Investment Management, Inc. ($918.9M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $68.1M |
| Exits | 58 | $87.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,594,240 shares bought and 2,974,467 shares sold, net +619,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 6,686,485 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -0.3% | 4,759,025 | $998.2M |
| T. Rowe Price Investment Management, Inc. | 0.61% | Reduce -13.1% | 4,381,121 | $918.9M |
| Bank of New York Mellon Corp | 0.16% | Add +12.7% | 3,740,659 | $784.6M |
| State Street Corp. | 0.03% | Add +30.2% | 3,048,119 | $639.3M |
| Invesco Ltd. | 0.06% | Add +28.0% | 1,479,310 | $310.3M |
| Geode Capital Management, LLC | 0.02% | Add +1.8% | 1,425,315 | $298.7M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -0.5% | 1,191,249 | $249.9M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,072,631 | $225.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +8.8% | 889,310 | $186.5M |
| AQR Capital Management | 0.19% | Reduce -10.8% | 880,506 | $183.1M |
| Northern Trust Corp. | 0.03% | Add +1.1% | 841,006 | $176.4M |
| Lyrical Asset Management LP | 2.28% | Reduce -1.8% | 715,406 | $150.1M |
| Norges Bank | 0.02% | Reduce -1.5% | 663,102 | $139.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.8% | 648,605 | $136.0M |
| Nordea Investment Management AB | 0.14% | Reduce -6.8% | 617,884 | $129.6M |
| Clark Capital Management Group, Inc. | 0.91% | Reduce -0.8% | 602,601 | $126.4M |
| Schroder Investment Management Group | 0.13% | Add +4.6% | 597,094 | $125.2M |
| First Trust Advisors LP | 0.11% | Add +123.5% | 589,592 | $123.7M |
| Deutsche Bank AG | 0.05% | Add +5.6% | 581,411 | $122.0M |
| Morgan Stanley | 0.01% | Reduce -20.1% | 575,931 | $120.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.2% | 449,029 | $94.2M |
| TD Asset Management Inc | 0.08% | Reduce -15.5% | 422,435 | $88.6M |
| Macquarie Group Ltd. | 0.10% | Reduce -6.2% | 400,517 | $84.0M |
| First Manhattan Co. Llc. | 0.23% | Reduce -3.4% | 380,784 | $79.9M |
| Wellington Management Group LLP | 0.02% | Reduce -1.2% | 374,314 | $78.5M |
| FIL Ltd | 0.07% | Add +74.0% | 371,572 | $77.9M |
| Amundi | 0.03% | Add +30.6% | 367,161 | $74.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.3% | 354,501 | $74.4M |
| Federated Hermes, Inc. | 0.15% | Add +0.8% | 333,146 | $69.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.6% | 290,759 | $61.0M |
| Bank of America Corp. | 0.01% | Add +19.5% | 286,757 | $60.1M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +73.3% | 279,268 | $58.6M |
| California Public Employees Retirement System | 0.04% | Reduce -2.4% | 252,713 | $53.0M |
| Millennium Management | 0.05% | Reduce -32.5% | 232,303 | $48.7M |
| UBS Group AG | 0.01% | Add +27.8% | 223,261 | $46.8M |
| GW&K Investment Management, LLC | 0.42% | Add +50.5% | 216,656 | $45.4M |
| Robeco Institutional Asset Management B.V. | 0.09% | Add +37.4% | 210,136 | $44.1M |
| Barclays PLC | 0.02% | Add +25.0% | 200,509 | $42.1M |
| Gillson Capital LP | 3.56% | Reduce -23.4% | 198,858 | $41.7M |
| Legal & General Group Plc | 0.01% | Add +4.9% | 181,281 | $38.0M |
| Marshall Wace, LLP | 0.05% | Reduce -0.9% | 180,492 | $37.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Add +19.4% | 172,966 | $36.3M |
| Mountain Pacific Investment Advisers LLC | 2.34% | Reduce -0.0% | 150,271 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +22.1% | 149,744 | $31.4M |
| Globeflex Capital L P | 2.86% | No change | 147,688 | $31.0M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 144,700 | $30.4M |
| Neuberger Berman Group LLC | 0.03% | Add +0.1% | 143,728 | $30.1M |
| Man Group plc | 0.09% | Add +1.5% | 135,040 | $28.3M |
| Nuveen, LLC | 0.01% | — | 133,947 | $28.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -4.7% | 123,097 | $25.8M |
| Victory Capital Management Inc. | 0.03% | Add +0.5% | 122,847 | $25.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +25.8% | 122,510 | $25.7M |
| Rhumbline Advisers | 0.02% | Add +9.5% | 118,433 | $24.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.0% | 116,331 | $24.4M |
| HSBC Holdings PLC | 0.02% | Add +7.6% | 115,602 | $24.2M |
| Calamos Advisors LLC | 0.16% | Add +1.0% | 108,105 | $22.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -50.2% | 106,703 | $22.4M |
| Jane Street Group, LLC | 0.04% | Add +80.9% | 103,211 | $21.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -25.6% | 102,456 | $21.5M |
| Valley Wealth Managers, Inc. | 1.53% | Reduce -1.9% | 96,248 | $20.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +21.6% | 93,244 | $19.6M |
| Kennedy Capital Management LLC | 0.46% | Add +48.4% | 92,119 | $19.3M |
| American Century Companies Inc. | 0.01% | Add +3.1% | 87,257 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 86,350 | $18.1M |
| Oberweis Asset Management Inc./ | 0.85% | No change | 81,000 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Add +12.0% | 79,289 | $16.6M |
| California State Teachers Retirement System | 0.02% | Reduce -1.0% | 77,768 | $16.3M |
| Gotham Asset Management | 0.14% | Add +56.4% | 77,657 | $16.3M |
| Guggenheim Capital LLC | 0.15% | Reduce -1.2% | 76,725 | $16.1M |
| Citigroup Inc. | 0.01% | Reduce -7.4% | 70,926 | $14.9M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +68.9% | 70,840 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +9.7% | 69,474 | $14.6M |
| Lighthouse Investment Partners, LLC | 0.66% | New | 69,227 | $14.5M |
| Zacks Investment Management | 0.13% | Add +3.1% | 68,462 | $14.4M |
| Thornburg Investment Management Inc. | 0.18% | Reduce -7.2% | 59,634 | $12.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -35.8% | 57,714 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 57,197 | $12.0M |
| Voya Investment Management LLC | 0.02% | Reduce -0.4% | 56,143 | $11.8M |
| Dividend Assets Capital, LLC | 2.16% | Add +1.6% | 54,344 | $11.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +9.0% | 52,864 | $11.1M |
| Bank of Montreal | 0.01% | Add +26.5% | 52,306 | $11.0M |
| Credit Agricole S A | 0.04% | Reduce -19.3% | 52,250 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.8% | 49,515 | $10.4M |
| Hennessy Advisors Inc. | 0.34% | Reduce -10.2% | 48,500 | $10.2M |
| Prudential Financial Inc. | 0.01% | Reduce -84.3% | 47,720 | $10.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -8.7% | 46,809 | $9.8M |
| Lazard Asset Management LLC | 0.02% | Add +11.8% | 43,008 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 42,006 | $8.8M |
| Sei Investments Co. | 0.01% | Add +3.7% | 41,329 | $8.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.1% | 41,002 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.5% | 40,077 | $8.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.2% | 39,768 | $8.4M |
| National Bank of Canada | 0.01% | Add +61.8% | 38,437 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.5% | 37,805 | $7.9M |
| Caisse de depot et placement du Quebec | 0.02% | New | 34,633 | $7.3M |
| Aviva PLC | 0.02% | Reduce -32.4% | 33,826 | $7.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -15.0% | 33,203 | $7.0M |
| Boston Partners | 0.01% | Reduce -1.5% | 33,152 | $6.9M |
| Oak Associates Ltd. | 0.52% | No change | 32,938 | $6.9M |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.