Assurant Ownership | Who Owns Assurant?


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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


TypeName% Inst% Insiders% Retail
StockAssurant93.36%0.61%6.03%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustrySpecialty Insurance Stocks71.29%13.77%14.94%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.77M12.89%$1.13B
T. rowe price investment management5.16M9.82%$857.67M
Blackrock5.02M9.56%$834.49M
State street2.44M4.65%$406.12M
Bank of new york mellon2.12M4.04%$353.04M
Massachusetts financial services co /ma/1.40M2.67%$233.22M
Geode capital management1.39M2.64%$231.27M
Invesco1.27M2.42%$210.97M
Fmr1.10M2.09%$182.50M
Aqr capital management1.04M1.98%$173.18M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gillson capital lp198.00K3.18%$32.92M
Lyrical asset management lp774.78K2.07%$128.81M
Globeflex capital l p114.22K1.98%$18.99M
Mountain pacific investment advisers inc/id150.59K1.86%$25.04M
Advantage alpha capital partners lp48.79K1.77%$8.11M
Dividend assets capital51.86K1.76%$8.62M
Prana capital management, lp171.66K1.36%$28.54M
Hallmark capital management100.23K1.33%$16.66M
Mount lucas management lp24.79K1.18%$4.12M
Edmp6.15K0.93%$1.02M

Top Buyers

HolderShares% AssetsChange
Norges bank680.23K0.02%680.23K
Nordea investment management ab686.46K0.14%446.59K
Aqr capital management1.04M0.27%255.47K
Allianz asset management gmbh277.93K0.07%243.20K
Ubs asset management americas420.47K0.02%167.27K

Top Sellers

HolderShares% AssetsChange
Blackrock5.02M0.02%-219.52K
Los angeles capital management63.87K0.04%-185.28K
Balyasny asset management---173.41K
State street2.44M0.02%-170.04K
Susquehanna group, llp6.80K0.00%-108.30K

New Positions

HolderShares% AssetsChangeValue
Norges bank680.23K0.02%680.23K$113.09M
Hennessy advisors44.90K0.28%44.90K$7.46M
Fjarde ap-fonden (the fourth swedish national pensionfund)29.11K0.05%29.11K$4.84M
Strategic global advisors16.77K0.58%16.77K$2.79M
Natixis advisors13.80K0.01%13.80K$2.29M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20245140.39%49,044,8601.79%931.11%2525.88%186-1.59%
Mar 31, 20245123.85%48,180,293-1.04%911.09%238-14.08%18924.34%
Dec 31, 202349314.39%48,688,359-0.39%911.10%27747.34%152-5.59%
Sep 30, 20234311.65%48,878,972-2.30%911.05%1886.21%161-0.62%
Jun 30, 20234240.47%50,030,793-0.19%931.06%177-10.15%1624.52%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
T. Rowe Price US Mid-Cap Growth Equity1.98M3.83%-5.40K
T. Rowe Price Mid-Cap Growth1.98M3.83%-4.20K
Vanguard Total Stock Mkt Idx Inv1.64M3.19%-5.05K
Vanguard Institutional 500 Index Trust1.37M2.67%15.80K
Vanguard Small Cap Index1.30M2.53%2.55K
Vanguard Small Cap Value Index Inv877.60K1.71%-304.00
MFS Mid Cap Value Equity833.32K1.61%-3.43K
MFS Mid Cap Value A833.32K1.61%-3.43K
Invesco S&P 500® Equal Weight ETF675.70K1.30%3.06K
Fidelity 500 Index636.69K1.23%-3.77K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 08, 2024NAIR BIJU EVPSell$627.53K
Aug 19, 2024DiRienzo Dimitry SVP, CAO, ControllerSell$103.64K
Aug 12, 2024Jenns Martin EVPSell$267.20K
Aug 12, 2024Rosenblum Jay EVP and CLOSell$311.93K
May 21, 2024Campbell Michael P. EVP, Pres. Global HousingSell$1.66M

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3-3
2024 Q2-5
2024 Q1--
2023 Q4-2

AIZ Ownership FAQ


Who Owns Assurant?

Assurant shareholders are primarily institutional investors at 93.36%, followed by 0.61% insiders and 6.03% retail investors. The average institutional ownership in Assurant's industry, Specialty Insurance Stocks, is 71.29%, which Assurant exceeds.

Who owns the most shares of Assurant?

Assurant’s largest shareholders are Vanguard group (6.77M shares, 12.89%), T. rowe price investment management (5.16M shares, 9.82%), and Blackrock (5.02M shares, 9.56%). Together, they hold 32.27% 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 3.18% of its assets in 198K Assurant shares, valued at 32.92M$.

Who is the top mutual fund holder of Assurant shares?

T. Rowe Price US Mid-Cap Growth Equity is the top mutual fund holder of Assurant shares, with 3.83% of its total shares outstanding invested in 1.98M Assurant shares.

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