Assurant Ownership | Who Owns Assurant?

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Assurant Ownership Summary

Assurant is owned by 93.44% institutional investors, 0.73% insiders, and 5.84% retail investors. Vanguard group is the largest institutional shareholder, holding 12.90% of AIZ shares. T. Rowe Price Mid-Cap Growth is the top mutual fund, with 3.88% of its assets in Assurant shares.

AIZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Assurant	93.44%	0.73%	5.84%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Specialty Insurance Stocks	67.77%	13.37%	18.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	6.74M	12.90%	$1.44B
T. rowe price investment management	5.04M	9.65%	$1.07B
Blackrock	5.02M	9.56%	$834.49M
Blackrock funding, inc. /de	4.77M	9.15%	$1.02B
Bank of new york mellon	3.32M	6.36%	$708.02M
State street	2.34M	4.48%	$499.09M
Geode capital management	1.40M	2.68%	$299.72M
Massachusetts financial services co /ma/	1.20M	2.29%	$255.26M
Invesco	1.16M	2.21%	$246.43M
Fmr	1.10M	2.11%	$234.88M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gillson capital lp	259.62K	4.99%	$55.36M
Globeflex capital l p	147.69K	2.67%	$31.49M
Lyrical asset management lp	728.81K	2.30%	$155.40M
Mountain pacific investment advisers inc/id	150.32K	2.25%	$32.05M
Dividend assets capital	53.47K	2.21%	$11.40M
Hallmark capital management	98.12K	1.56%	$20.92M
Financial architects	11.35K	1.55%	$2.42M
Edmp	7.17K	1.45%	$1.53M
Advantage alpha capital partners lp	26.23K	1.32%	$5.59M
Cascade investment advisors	7.47K	1.02%	$1.59M

Top Buyers

Holder	Shares	% Assets	Change
Bank of new york mellon	3.32M	0.14%	891.29K
Norges bank	672.90K	0.02%	672.90K
Millennium management	344.13K	0.04%	322.61K
Fuller & thaler asset management	161.17K	0.13%	161.17K
Gw&k investment management	143.98K	0.26%	143.94K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	4.77M	0.02%	-317.27K
Blackrock	5.02M	0.02%	-219.52K
Massachusetts financial services co /ma/	1.20M	0.08%	-204.46K
International assets investment management	-	-	-143.18K
Nordea investment management ab	662.67K	0.15%	-135.27K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	672.90K	0.02%	672.90K	$143.48M
Fuller & thaler asset management	161.17K	0.13%	161.17K	$34.36M
Proficio capital partners	58.11K	0.00%	58.11K	$58.11K
Renaissance	41.10K	0.01%	41.10K	$8.76M
Hrt financial lp	40.73K	0.04%	40.73K	$8.68M

Sold Out

Holder	Change
Colonial trust advisors	-1.00
Advisornet financial	-1.00
Bartlett & co. wealth management	-2.00
Financial gravity asset management	-2.00
Newsquare capital	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	553	5.33%	48,777,395	0.92%	93	1.09%	256	7.11%	214	9.18%
Sep 30, 2024	521	0.39%	48,555,959	-1.15%	93	1.06%	236	-7.09%	195	3.72%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Mid-Cap Growth	1.97M	3.88%	-
T. Rowe Price US Mid-Cap Growth Equity	1.97M	3.85%	-8.70K
Vanguard US Total Market Shares ETF	1.64M	3.23%	1.17K
Vanguard Total Stock Mkt Idx Inv	1.62M	3.18%	5.99K
Vanguard Institutional 500 Index Trust	1.42M	2.80%	8.73K
Vanguard Small Cap Index	1.31M	2.58%	1.07K
Vanguard Small Cap Value Index Inv	862.46K	1.70%	-3.00K
MFS Mid Cap Value A	833.32K	1.64%	-
MFS Mid Cap Value Equity	833.32K	1.62%	-
BNY Mellon Dynamic Value Fund A	768.03K	1.51%	83.99K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 20, 2025	DiRienzo Dimitry	SVP, CAO, Controller	Sell	$351.51K
Mar 20, 2025	Lonergan Robert	Chief Marketing & Risk Officer	Sell	$743.35K
Feb 19, 2025	NAIR BIJU	EVP	Sell	$228.12K
Feb 19, 2025	NAIR BIJU	EVP	Sell	$376.37K
Nov 08, 2024	NAIR BIJU	EVP	Sell	$627.53K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	4
2024 Q4	-	1
2024 Q3	-	3
2024 Q2	-	5

AIZ Ownership FAQ

Who Owns Assurant?

Assurant shareholders are primarily institutional investors at 93.44%, followed by 0.73% insiders and 5.83% retail investors. The average institutional ownership in Assurant's industry, Specialty Insurance Stocks, is 67.77%, which Assurant exceeds.

Who owns the most shares of Assurant?

Assurant’s largest shareholders are Vanguard group (6.74M shares, 12.90%), T. rowe price investment management (5.04M shares, 9.65%), and Blackrock (5.02M shares, 9.56%). Together, they hold 32.11% of Assurant’s total shares outstanding.

Does Blackrock own Assurant?

Yes, BlackRock owns 9.56% of Assurant, totaling 5.02M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 834.49M$. In the last quarter, BlackRock decreased its holdings by -220K shares, a -4.19% change.

Who is Assurant’s biggest shareholder by percentage of total assets invested?

Gillson capital lp is Assurant’s biggest shareholder by percentage of total assets invested, with 4.99% of its assets in 259.62K Assurant shares, valued at 55.36M$.

Who is the top mutual fund holder of Assurant shares?

T. Rowe Price Mid-Cap Growth is the top mutual fund holder of Assurant shares, with 3.88% of its total shares outstanding invested in 1.97M Assurant shares.

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