Assurant Ownership | Who Owns Assurant?
Assurant Ownership Summary
Assurant is owned by 93.36% institutional investors, 0.61% insiders, and 6.03% retail investors. Vanguard group is the largest institutional shareholder, holding 12.89% of AIZ shares. T. Rowe Price US Mid-Cap Growth Equity is the top mutual fund, with 3.83% of its assets in Assurant shares.
AIZ Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Assurant | 93.36% | 0.61% | 6.03% |
Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
Industry | Specialty Insurance Stocks | 71.29% | 13.77% | 14.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 6.77M | 12.89% | $1.13B |
T. rowe price investment management | 5.16M | 9.82% | $857.67M |
Blackrock | 5.02M | 9.56% | $834.49M |
State street | 2.44M | 4.65% | $406.12M |
Bank of new york mellon | 2.12M | 4.04% | $353.04M |
Massachusetts financial services co /ma/ | 1.40M | 2.67% | $233.22M |
Geode capital management | 1.39M | 2.64% | $231.27M |
Invesco | 1.27M | 2.42% | $210.97M |
Fmr | 1.10M | 2.09% | $182.50M |
Aqr capital management | 1.04M | 1.98% | $173.18M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Gillson capital lp | 198.00K | 3.18% | $32.92M |
Lyrical asset management lp | 774.78K | 2.07% | $128.81M |
Globeflex capital l p | 114.22K | 1.98% | $18.99M |
Mountain pacific investment advisers inc/id | 150.59K | 1.86% | $25.04M |
Advantage alpha capital partners lp | 48.79K | 1.77% | $8.11M |
Dividend assets capital | 51.86K | 1.76% | $8.62M |
Prana capital management, lp | 171.66K | 1.36% | $28.54M |
Hallmark capital management | 100.23K | 1.33% | $16.66M |
Mount lucas management lp | 24.79K | 1.18% | $4.12M |
Edmp | 6.15K | 0.93% | $1.02M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 680.23K | 0.02% | 680.23K |
Nordea investment management ab | 686.46K | 0.14% | 446.59K |
Aqr capital management | 1.04M | 0.27% | 255.47K |
Allianz asset management gmbh | 277.93K | 0.07% | 243.20K |
Ubs asset management americas | 420.47K | 0.02% | 167.27K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 5.02M | 0.02% | -219.52K |
Los angeles capital management | 63.87K | 0.04% | -185.28K |
Balyasny asset management | - | - | -173.41K |
State street | 2.44M | 0.02% | -170.04K |
Susquehanna group, llp | 6.80K | 0.00% | -108.30K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 680.23K | 0.02% | 680.23K | $113.09M |
Hennessy advisors | 44.90K | 0.28% | 44.90K | $7.46M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 29.11K | 0.05% | 29.11K | $4.84M |
Strategic global advisors | 16.77K | 0.58% | 16.77K | $2.79M |
Natixis advisors | 13.80K | 0.01% | 13.80K | $2.29M |
Sold Out
Holder | Change |
---|---|
Colonial trust advisors | -1.00 |
Tfc financial management | -1.00 |
Financial gravity asset management | -2.00 |
Impact partnership wealth | -2.00 |
Bartlett & co. wealth management | -2.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 514 | 0.39% | 49,044,860 | 1.79% | 93 | 1.11% | 252 | 5.88% | 186 | -1.59% |
Mar 31, 2024 | 512 | 3.85% | 48,180,293 | -1.04% | 91 | 1.09% | 238 | -14.08% | 189 | 24.34% |
Dec 31, 2023 | 493 | 14.39% | 48,688,359 | -0.39% | 91 | 1.10% | 277 | 47.34% | 152 | -5.59% |
Sep 30, 2023 | 431 | 1.65% | 48,878,972 | -2.30% | 91 | 1.05% | 188 | 6.21% | 161 | -0.62% |
Jun 30, 2023 | 424 | 0.47% | 50,030,793 | -0.19% | 93 | 1.06% | 177 | -10.15% | 162 | 4.52% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
T. Rowe Price US Mid-Cap Growth Equity | 1.98M | 3.83% | -5.40K |
T. Rowe Price Mid-Cap Growth | 1.98M | 3.83% | -4.20K |
Vanguard Total Stock Mkt Idx Inv | 1.64M | 3.19% | -5.05K |
Vanguard Institutional 500 Index Trust | 1.37M | 2.67% | 15.80K |
Vanguard Small Cap Index | 1.30M | 2.53% | 2.55K |
Vanguard Small Cap Value Index Inv | 877.60K | 1.71% | -304.00 |
MFS Mid Cap Value Equity | 833.32K | 1.61% | -3.43K |
MFS Mid Cap Value A | 833.32K | 1.61% | -3.43K |
Invesco S&P 500® Equal Weight ETF | 675.70K | 1.30% | 3.06K |
Fidelity 500 Index | 636.69K | 1.23% | -3.77K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 08, 2024 | NAIR BIJU | EVP | Sell | $627.53K |
Aug 19, 2024 | DiRienzo Dimitry | SVP, CAO, Controller | Sell | $103.64K |
Aug 12, 2024 | Jenns Martin | EVP | Sell | $267.20K |
Aug 12, 2024 | Rosenblum Jay | EVP and CLO | Sell | $311.93K |
May 21, 2024 | Campbell Michael P. | EVP, Pres. Global Housing | Sell | $1.66M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | 3 |
2024 Q2 | - | 5 |
2024 Q1 | - | - |
2023 Q4 | - | 2 |
AIZ Ownership FAQ
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