Assurant Ownership 2024 | Who Owns Assurant Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

93.27%

Insider Ownership

0.60%

Retail Ownership

6.13%

Institutional Holders

506.00

Assurant Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.89%0.02%6,771,2318,9010.13%1,125,717,155Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.9.82%0.54%5,158,93511,3940.22%857,673,000Jun 30, 2024
BLACKROCK INC.9.56%0.02%5,019,495-219,523-4.19%834,491,043Jun 30, 2024
STATE STREET CORP4.65%0.02%2,442,810-170,044-6.51%406,117,163,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP4.04%0.07%2,123,549-2,667-0.13%353,039,978Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.67%0.07%1,402,812-30,323-2.12%233,217,496Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.64%0.02%1,388,95636,5422.70%231,269,778Jun 30, 2024
INVESCO LTD.2.42%0.04%1,269,01774,8066.26%210,974,082Jun 30, 2024
FMR LLC2.09%0.01%1,097,719-104,878-8.72%182,495,828Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.98%0.27%1,041,678255,47132.49%173,178,931Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.72%0.02%904,359-88,281-8.89%150,351,000Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.47%2.07%774,782-25,587-3.20%128,807,508Jun 30, 2024
MORGAN STANLEY1.45%0.01%762,58328,7993.92%126,779,702Jun 30, 2024
NORTHERN TRUST CORP1.39%0.02%728,351-3,867-0.53%121,088,354,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.33%0.03%698,67712,9351.89%116,158,699Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB1.31%0.14%686,464446,589186.18%115,559,350Jun 30, 2024
NORGES BANK1.29%0.02%680,232680,232100.00%113,088,570Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP1.12%0.11%587,82224,9524.43%97,725,408Jun 30, 2024
TD ASSET MANAGEMENT INC1.08%0.09%566,12396,02120.43%94,117,949Jun 30, 2024
PRUDENTIAL FINANCIAL INC1.00%0.13%525,878-481-0.09%87,427,201Jun 30, 2024

Assurant's largest institutional shareholder is VANGUARD GROUP INC, holding 12.89% of the company's total share outstanding, currently valued at $1.13B. The top 10 institutional shareholders own together 52.76% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GILLSON CAPITAL LP0.38%3.18%198,002-20,266-9.28%32,918,000Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.47%2.07%774,782-25,587-3.20%128,807,508Jun 30, 2024
GLOBEFLEX CAPITAL L P0.22%1.98%114,222104,6601094.54%18,989,408Jun 30, 2024
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID0.29%1.86%150,595-23,255-13.38%25,036,419Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP0.09%1.77%48,7943,5327.80%8,112,003Jun 30, 2024
DIVIDEND ASSETS CAPITAL, LLC0.10%1.76%51,8604,4569.40%8,621,791Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.33%1.36%171,655-10,332-5.68%28,537,644Jun 30, 2024
HALLMARK CAPITAL MANAGEMENT INC0.19%1.33%100,229-5,617-5.31%16,663,002Jun 30, 2024
ELEVATUS WELATH MANAGEMENT0.04%1.21%19,39119,391100.00%3,223,671Jun 30, 2024
MOUNT LUCAS MANAGEMENT LP0.05%1.18%24,78612,529102.22%4,120,673Jun 30, 2024
EDMP, INC.0.01%0.93%6,150751.23%1,022,356Jun 30, 2024
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC.0.22%0.86%117,2706900.59%19,496,138Jun 30, 2024
PATTON FUND MANAGEMENT, INC.0.05%0.85%24,279-4,786-16.47%4,036,384Jun 30, 2024
STONERIDGE INVESTMENT PARTNERS LLC0.02%0.72%11,5248,141240.64%1,916,000Jun 30, 2024
CYR FINANCIAL INC.0.01%0.72%4,3254,325100.00%719,043Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/0.12%0.63%61,90016,90037.56%10,290,875Jun 30, 2024
MAYPORT, LLC0.02%0.62%10,456-250-2.34%1,738,310Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC0.03%0.58%16,77316,773100.00%2,788,511Jun 30, 2024
US ASSET MANAGEMENT LLC0.01%0.58%3,847-161-4.02%640,000Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.0.90%0.57%470,280116,13932.79%78,184,106Jun 30, 2024

The largest Assurant shareholder by % of total assets is GILLSON CAPITAL LP. The company owns 198.00K shares of Assurant (AIZ), representing 3.18% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.29%0.02%680,232680,232100.00%113,088,570Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB1.31%0.14%686,464446,589186.18%115,559,350Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.98%0.27%1,041,678255,47132.49%173,178,931Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.53%0.07%277,926243,204700.43%46,205,199Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.80%0.02%420,466167,26666.06%69,902,476Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.0.90%0.57%470,280116,13932.79%78,184,106Jun 30, 2024
GLOBEFLEX CAPITAL L P0.22%1.98%114,222104,6601094.54%18,989,408Jun 30, 2024
TD ASSET MANAGEMENT INC1.08%0.09%566,12396,02120.43%94,117,949Jun 30, 2024
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.0.49%0.09%256,95888,56052.59%42,719,273Jun 30, 2024
AMUNDI0.46%0.02%242,63579,62348.84%39,775,155Jun 30, 2024
INVESCO LTD.2.42%0.04%1,269,01774,8066.26%210,974,082Jun 30, 2024
CREDIT AGRICOLE S A0.12%0.05%60,82157,6291805.42%10,111,492Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.22%0.03%116,36049,32073.57%19,357,831Jun 30, 2024
HENNESSY ADVISORS INC0.09%0.28%44,90044,900100.00%7,464,625Jun 30, 2024
DEUTSCHE BANK AG\0.85%0.03%445,34439,8049.82%74,038,440Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.16%0.07%84,47138,39883.34%14,043,304Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.64%0.02%1,388,95636,5422.70%231,269,778Jun 30, 2024
MARSHALL WACE, LLP0.39%0.05%203,77831,15018.04%33,878,093Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.07%0.04%37,17330,936496.01%6,180,000Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.06%0.05%29,11429,114100.00%4,840,000Jun 30, 2024

As of Jun 30 2024, Assurant's largest institutional buyer is NORGES BANK. The company purchased 680.23K stocks of AIZ, valued at $113.09M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.9.56%0.02%5,019,495-219,523-4.19%834,491,043Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.12%0.04%63,872-185,280-74.36%10,618,720Jun 30, 2024
STATE STREET CORP4.65%0.02%2,442,810-170,044-6.51%406,117,163,000Jun 30, 2024
FMR LLC2.09%0.01%1,097,719-104,878-8.72%182,495,828Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.72%0.02%904,359-88,281-8.89%150,351,000Jun 30, 2024
MACQUARIE GROUP LTD0.92%0.09%482,944-84,322-14.86%80,289,643Jun 30, 2024
BROWN ADVISORY INC0.21%0.02%111,507-75,153-40.26%18,538,082Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%2,868-70,939-96.11%476,805Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.53%0.03%278,630-68,242-19.67%46,322,238Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.15%0.03%80,621-60,115-42.71%13,403,241Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.33%0.05%173,415-58,409-25.20%28,830,244Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.15%0.02%80,058-58,212-42.10%13,309,642Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.08%0.05%44,060-51,676-53.98%7,324,975Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.12%0.00%64,699-47,084-42.12%10,756,126Jun 30, 2024
BARCLAYS PLC0.25%0.01%129,614-42,298-24.60%21,549,000Jun 30, 2024
APG ASSET MANAGEMENT N.V.0.12%0.02%62,275-36,800-37.14%9,660,106Jun 30, 2024
NATIXIS0.01%0.01%6,591-35,722-84.42%1,095,754Jun 30, 2024
OSSIAM0.02%0.03%10,248-33,889-76.78%1,703,730Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.67%0.07%1,402,812-30,323-2.12%233,217,496Jun 30, 2024
FIRST TRUST ADVISORS LP0.57%0.05%301,516-26,961-8.21%50,127,036Jun 30, 2024

As of Jun 30 2024, Assurant's biggest institutional seller is BLACKROCK INC.. The company sold -0.22M shares of AIZ, valued at $834.49M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.29%0.02%680,232680,232100.00%113,088,570Jun 30, 2024
HENNESSY ADVISORS INC0.09%0.28%44,90044,900100.00%7,464,625Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.06%0.05%29,11429,114100.00%4,840,000Jun 30, 2024
ELEVATUS WELATH MANAGEMENT0.04%1.21%19,39119,391100.00%3,223,671Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC0.03%0.58%16,77316,773100.00%2,788,511Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.03%0.21%15,00815,008100.00%2,495,080Jun 30, 2024
NATIXIS ADVISORS, L.P.0.03%0.01%13,79713,797100.00%2,294,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.01%13,28313,283100.00%2,208,299Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.03%0.01%13,22013,220100.00%2,197,825Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP0.02%0.02%11,80011,800100.00%1,961,750Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.02%0.07%10,70010,700100.00%1,778,875Jun 30, 2024
0.02%0.04%9,4419,441100.00%1,569,550Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.02%0.26%8,4638,463100.00%1,406,974Jun 30, 2024
MACHINA CAPITAL S.A.S.0.01%0.42%5,6235,623100.00%934,824Jun 30, 2024
XTX TOPCO LTD0.01%0.08%5,2865,286100.00%878,798Jun 30, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /0.01%0.01%5,1005,100100.00%847,875Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%4,5334,533100.00%753,611Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.01%0.00%4,4284,428100.00%740,627Jun 30, 2024
FORSTA AP-FONDEN0.01%0.01%4,4004,400100.00%731,500Jun 30, 2024
CYR FINANCIAL INC.0.01%0.72%4,3254,325100.00%719,043Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.01%4,0154,015100.00%667,494Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.01%3,9003,900100.00%648,375Jun 30, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.0.01%0.01%3,7863,786100.00%629,000Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.25%3,6223,622100.00%602,158Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.01%0.06%3,1863,186100.00%530,000Jun 30, 2024
HTLF BANK0.01%0.05%2,8192,819100.00%468,659Jun 30, 2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC.0.01%0.10%2,6962,696100.00%448,210Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.01%0.01%2,6572,657100.00%441,726Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.01%0.08%2,6022,602100.00%432,583Jun 30, 2024
ISAM FUNDS (UK) LTD0.00%0.30%2,3912,391100.00%397,504Jun 30, 2024
SCIENTECH RESEARCH LLC0.00%0.07%2,1652,165100.00%359,931Jun 30, 2024
NATIONAL WEALTH MANAGEMENT GROUP, LLC0.00%0.27%2,1642,164100.00%359,817Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.00%2,0242,024100.00%336,490Jun 30, 2024
MQS MANAGEMENT LLC0.00%0.20%1,9881,988100.00%330,505Jun 30, 2024
OVERSEA-CHINESE BANKING CORP LTD0.00%0.01%1,8251,825100.00%303,456Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%1,6931,693100.00%281,458Jun 30, 2024
ALPHACORE CAPITAL LLC0.00%0.07%1,6651,665100.00%276,806Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.00%0.00%1,6111,611100.00%267,829Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC0.00%0.01%1,4211,421100.00%236,241Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.00%0.02%1,3631,363100.00%226,599Jun 30, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.00%0.00%1,3431,343100.00%223,480Jun 30, 2024
MENARD FINANCIAL GROUP LLC0.00%0.16%1,3401,340100.00%222,775Jun 30, 2024
M HOLDINGS SECURITIES, INC.0.00%0.03%1,2931,293100.00%215,000Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC0.00%0.00%1,2871,287100.00%213,964Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.01%1,2461,246100.00%207,151Jun 30, 2024
ORG PARTNERS LLC0.00%0.01%481481100.00%80,271,000Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%305305100.00%50,692Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.04%300300100.00%49,875Jun 30, 2024
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC0.00%0.01%203203100.00%33,749Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%186186100.00%30,923Jun 30, 2024
0.00%0.02%160160100.00%26,600Jun 30, 2024
ROTHSCHILD INVESTMENT LLC0.00%0.00%145145100.00%24,106Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-4747100.00%7,814Jun 30, 2024
Y.D. MORE INVESTMENTS LTD0.00%-3636100.00%16Jun 30, 2024
UMB BANK, N.A.0.00%0.00%3232100.00%5,320Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%2828100.00%4,664Jun 30, 2024
CHILTON CAPITAL MANAGEMENT LLC-0.00%2020100.00%3,325Jun 30, 2024
J.SAFRA ASSET MANAGEMENT CORP-0.00%1010100.00%1,663Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%66100.00%998Jun 30, 2024
PRIVATE OCEAN, LLC-0.00%66100.00%998Jun 30, 2024

Assurant's largest new institutional shareholder by number of shares is NORGES BANK, purchased 680.23K shares, valued at $113.09M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLENMEDE TRUST CO NA----24,158-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----20,761-100.00%-Jun 30, 2024
WAKEFIELD ASSET MANAGEMENT LLLP----20,381-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----13,592-100.00%-Jun 30, 2024
ADVISORS PREFERRED, LLC----13,208-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----12,322-100.00%-Jun 30, 2024
MONTAG A & ASSOCIATES INC----11,283-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----10,922-100.00%-Jun 30, 2024
DEAN CAPITAL MANAGEMENT----9,882-100.00%-Jun 30, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC----9,445-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----8,070-100.00%-Jun 30, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC----8,036-100.00%-Jun 30, 2024
USS INVESTMENT MANAGEMENT LTD----6,700-100.00%-Jun 30, 2024
GEOWEALTH MANAGEMENT, LLC----5,642-100.00%-Jun 30, 2024
SRB CORP----3,905-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----3,900-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----3,794-100.00%-Jun 30, 2024
QUADCAP WEALTH MANAGEMENT, LLC----2,993-100.00%-Jun 30, 2024
OPPENHEIMER & CO INC----2,900-100.00%-Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.----2,663-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----2,397-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,094-100.00%-Jun 30, 2024
YARBROUGH CAPITAL, LLC----1,956-100.00%-Jun 30, 2024
BAADER BANK AKTIENGESELLSCHAFT----1,750-100.00%-Jun 30, 2024
DAVIS R M INC----1,495-100.00%-Jun 30, 2024
ALLEN INVESTMENT MANAGEMENT LLC----1,467-100.00%-Jun 30, 2024
ATOMI FINANCIAL GROUP, INC.----1,391-100.00%-Jun 30, 2024
TEAM HEWINS, LLC----1,313-100.00%-Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----1,305-100.00%-Jun 30, 2024
BANQUE PICTET & CIE SA----1,254-100.00%-Jun 30, 2024
SOL CAPITAL MANAGEMENT CO----1,200-100.00%-Jun 30, 2024
TOBIAS FINANCIAL ADVISORS, INC.----1,200-100.00%-Jun 30, 2024
AMERITAS ADVISORY SERVICES, LLC----1,176-100.00%-Jun 30, 2024
BRIGHTON JONES LLC----1,175-100.00%-Jun 30, 2024
BERGER FINANCIAL GROUP, INC----1,165-100.00%-Jun 30, 2024
LAKE STREET ADVISORS GROUP, LLC----1,125-100.00%-Jun 30, 2024
PERSONAL CFO SOLUTIONS, LLC----1,121-100.00%-Jun 30, 2024
SC&H FINANCIAL ADVISORS, INC.----1,110-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----371-100.00%-Jun 30, 2024
FIL LTD----148-100.00%-Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT----30-100.00%-Jun 30, 2024
SEMMAX FINANCIAL ADVISORS INC.----12-100.00%-Jun 30, 2024
RAKUTEN SECURITIES, INC.----7-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----5-100.00%-Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC----4-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----2-100.00%-Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC----2-100.00%-Jun 30, 2024
BARTLETT & CO. WEALTH MANAGEMENT LLC----2-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----1-100.00%-Jun 30, 2024

Assurant's largest sold out institutional shareholder by shares sold is GLENMEDE TRUST CO NA, sold -24.16K shares, valued at -, as of undefined.

Assurant Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Cohen & Steers Global Income Builder, Inc4.30%1,100,0001,100,000-Sep 30, 2019
Nuveen Preferred & Income Term Fund1.54%8,580,000--Jan 31, 2024
Cohen & Steers MLP Income & Energy Opportunity Fund1.35%150,000--May 31, 2021
Nuveen Preferred & Income Fund1.35%1,490,000--Oct 31, 2023
ASYMmetric ETFs Trust1.21%4,038--Sep 30, 2023
First Trust Intermediate Duration Preferred & Income Fund1.15%17,585,000--Jan 31, 2024
Nuveen Investment Trust V1.02%51,650,000--Feb 29, 2024
Nuveen Variable Rate Preferred & Income Fund0.92%6,045,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.77%400,000--Mar 31, 2024
Stock Portfolio0.69%42,100--Mar 31, 2024
Nuveen Preferred & Income Opportunities Fund0.56%17,894,0001,490,0009.08%Jan 31, 2024
FIRST TRUST SERIES FUND0.52%1,822,000--Jan 31, 2024
Federated Hermes Equity Income Fund, Inc.0.49%72,5003,5505.15%Feb 29, 2024
COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC.0.40%26,344,000--Dec 31, 2023
Mairs & Power Funds Trust0.37%1,473,000--Mar 31, 2022
Guggenheim Strategy Funds Trust0.37%3,700,000--Dec 31, 2023
Cohen & Steers Select Preferred & Income Fund, Inc.0.36%1,555,000--Dec 31, 2023
LORD ABBETT MID CAP STOCK FUND INC0.34%93,410--Mar 31, 2024
BNY Mellon Large Cap Securities Fund, Inc.0.34%140,414--Mar 31, 2024
Cohen & Steers Alternative Income Fund, Inc.0.31%85,000--Jan 31, 2024
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.30%2,900,000--Dec 31, 2023
Nuveen Global High Income Fund0.22%1,000,000--Mar 31, 2024
COHEN & STEERS INFRASTRUCTURE FUND INC0.22%3,200,000--Dec 31, 2023
Guggenheim Credit Allocation Fund0.21%400,000--Aug 31, 2021
DELAWARE GROUP EQUITY FUNDS I0.20%4,6001,80064.29%Jan 31, 2023
SunAmerica Specialty Series0.19%100,000--Apr 30, 2021
HSBC FUNDS0.19%5,972--Jan 31, 2024
BNY Mellon Growth & Income Fund, Inc.0.18%35,44135,441-Oct 31, 2019
PIONEER MID CAP VALUE FUND0.18%31,417--Jan 31, 2024
MFS SERIES TRUST XI0.18%853,107-10,237-1.19%Mar 31, 2024
Voya VARIABLE FUNDS0.17%147,376--Mar 31, 2024
AMERICAN PENSION INVESTORS TRUST0.16%1,000,000--Jan 31, 2024
T. Rowe Price Corporate Income Fund, Inc.0.15%870,000--Feb 29, 2024
Eaton Vance Tax-Managed Global Diversified Equity Income Fund0.14%120,438-27,127-18.38%Jan 31, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.0.13%1,991,900-3,500-0.18%Mar 31, 2024
BNY MELLON RESEARCH GROWTH FUND, INC.0.13%79,684--Aug 31, 2023
Mairs & Power Funds Trust0.13%500,000--Mar 31, 2022
CRM Mutual Fund Trust0.13%63,137--Mar 31, 2024
LMP CAPITAL & INCOME FUND INC.0.12%34,500--Feb 29, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.11%393,193-400-0.10%Mar 31, 2024
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND0.10%1,950,000--Feb 29, 2024
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund0.10%2,000,000--Jan 31, 2024
BlackRock Enhanced Global Dividend Trust0.09%41,501-22,221-34.87%Mar 31, 2024
CALVERT FUND0.09%5,414,000--Mar 31, 2024
Nuveen Core Equity Alpha Fund0.09%6,281--Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.08%55,000--Sep 30, 2023
Voya Global Advantage & Premium Opportunity Fund0.07%4,515-141-3.03%Feb 29, 2024
North Square Investments Trust0.07%700,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.07%37,228--Mar 31, 2024
LMP CAPITAL & INCOME FUND INC.0.07%20,847--Feb 29, 2024
AMERICAN PENSION INVESTORS TRUST0.07%416,000--Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.07%13,663-438-3.11%Feb 29, 2024
T. Rowe Price Financial Services Fund, Inc.0.06%51,110--Mar 31, 2024
T. Rowe Price Multi-Sector Account Portfolios, Inc.0.06%90,000--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.05%12,353,000--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.05%19,372--Mar 31, 2024
Guggenheim Strategy Funds Trust0.05%510,000--Dec 31, 2023
Victory Portfolios II0.05%2,647,000--Mar 31, 2024
LORD ASSET MANAGEMENT TRUST0.05%1,810--Oct 31, 2022
Guggenheim Variable Funds Trust0.05%200,000--Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.05%1,945,000--Mar 31, 2024
Voya INTERMEDIATE BOND PORTFOLIO0.05%2,114,000--Mar 31, 2024
T. Rowe Price Mid-Cap Value Fund, Inc.0.05%532,381-24,659-4.43%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.05%520,202-12,300-2.31%Mar 31, 2024
OBERWEIS FUNDS0.04%45,00014,30046.58%Mar 31, 2024
SYNTAX ETF TRUST0.04%1,33139942.81%Mar 31, 2024
FIDELITY CAPITAL TRUST0.04%440,87940,70010.17%Jan 31, 2024
Guggenheim Variable Funds Trust0.04%150,000--Dec 31, 2023
OAK ASSOCIATES FUNDS0.04%40,730--Jan 31, 2024
MERIDIAN FUND INC0.04%83,000--Mar 28, 2024
Natixis ETF Trust0.03%7,000--Mar 31, 2024
VANGUARD EXPLORER FUND0.03%407,829-166,686-29.01%Jan 31, 2024
Absolute Shares Trust0.03%12,327--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.03%315,181-83,978-21.04%Mar 31, 2024
DELAWARE VIP TRUST0.03%112,300-9,800-8.03%Mar 28, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.03%38,409--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.03%35,320-1,000-2.75%Mar 28, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.03%10,520--Mar 31, 2024
Guggenheim Enhanced Equity Income Fund0.03%5,035-82-1.60%Sep 30, 2021
STERLING CAPITAL FUNDS0.03%599,000--Mar 28, 2024
Nuveen Multi-Asset Income Fund0.03%907,000--Mar 31, 2024
Symmetry Panoramic Trust0.03%1,065,0001,065,000-Feb 29, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.03%31,815-34,680-52.15%Jan 31, 2024
LORD ABBETT INVESTMENT TRUST0.02%23,842,000--Feb 29, 2024
FLEXSHARES TRUST0.02%1,815,0001,150,000172.93%Jan 31, 2024
BAIRD FUNDS INC0.02%26,073,0006,073,00030.36%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.02%37,4291,0652.93%Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.02%487--Dec 29, 2023
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND0.02%400,000--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.02%5,000,000--Jan 31, 2024
OSI ETF Trust0.02%3,638--Mar 31, 2022
LORD ABBETT SECURITIES TRUST0.02%98,423--Jan 31, 2024
Nuveen Managed Accounts Portfolios Trust0.02%300,000--Jan 31, 2024
Brinker Capital Destinations Trust0.02%1,200,000--Feb 29, 2024
Innovator ETFs Trust II0.02%6,988--Jul 31, 2021
NATIONWIDE MUTUAL FUNDS0.02%2,530,000--Jan 31, 2024
Voya FUNDS TRUST0.02%4,643,000--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.02%17,779,000--Jan 31, 2024
Monteagle Funds0.02%700--Feb 29, 2024
BNY Mellon Investment Funds V, Inc.0.02%13,004--Jan 31, 2024

Assurant's largest mutual fund holder by % of total assets is "Cohen & Steers Global Income Builder, Inc", owning 1.10M shares, compromising 4.30% of its total assets.

Assurant Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24506-0.78%
31 Mar, 245103.66%
31 Dec, 2349214.42%
30 Sep, 234301.65%
30 Jun, 234230.48%
31 Mar, 23421-1.64%
31 Dec, 224280.23%
30 Sep, 22427-5.74%
30 Jun, 224535.35%
31 Mar, 224302.38%
31 Dec, 21420-2.33%
30 Sep, 214303.86%
30 Jun, 214142.22%
31 Mar, 21405-7.74%
31 Dec, 2043910.86%
30 Sep, 203961.02%
30 Jun, 203920.77%
31 Mar, 20389-3.95%
31 Dec, 194052.53%
30 Sep, 193953.67%
30 Jun, 19381-5.22%
31 Mar, 194025.79%
31 Dec, 18380-0.52%
30 Sep, 183820.26%
30 Jun, 18381-3.54%
31 Mar, 183953.95%
31 Dec, 173800.26%
30 Sep, 173793.84%
30 Jun, 173655.19%
31 Mar, 17347-2.25%
31 Dec, 16355-0.56%
30 Sep, 16357-7.99%
30 Jun, 1638810.54%
31 Mar, 16351-2.23%
31 Dec, 153595.28%
30 Sep, 1534111.44%
30 Jun, 15306-2.86%
31 Mar, 15315-11.02%
31 Dec, 143547.93%
30 Sep, 14328-3.53%
30 Jun, 143403.03%
31 Mar, 143301.23%
31 Dec, 133269.03%
30 Sep, 132990.34%
30 Jun, 13298125.76%
31 Mar, 13132-5.04%
31 Dec, 1213917.80%
30 Sep, 12118-4.07%
30 Jun, 121230.82%
31 Mar, 1212215.09%
31 Dec, 11106-2.75%
30 Sep, 1110910.10%
30 Jun, 1199-8.33%
31 Mar, 111080.93%
31 Dec, 101078.08%
30 Sep, 1099-
30 Jun, 1099-
31 Mar, 109915.12%
31 Dec, 09863.61%
30 Sep, 0983-5.68%
30 Jun, 0988-
31 Mar, 0988-12.87%
31 Dec, 08101-5.61%
30 Sep, 08107-1.83%
30 Jun, 08109-
31 Mar, 081094.81%
31 Dec, 0710435.06%
30 Sep, 07771.32%
30 Jun, 077615.15%
31 Mar, 0766-13.16%
31 Dec, 067615.15%
30 Sep, 066620.00%
30 Jun, 0655-6.78%
31 Mar, 065913.46%
31 Dec, 055220.93%
30 Sep, 0543-
30 Jun, 05434.88%
31 Mar, 05417.89%
31 Dec, 043826.67%
30 Sep, 04303.45%
30 Jun, 04293.57%
31 Mar, 0428-
31 Mar, 031-

As of 30 Jun 24, 506 institutions are holding Assurant's shares, representing a decrease of -0.78% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2448,997,3171.69%
31 Mar, 2448,180,721-1.04%
31 Dec, 2348,688,290-0.39%
30 Sep, 2348,878,905-2.31%
30 Jun, 2350,033,563-0.19%
31 Mar, 2350,130,811-1.18%
31 Dec, 2250,731,722-0.88%
30 Sep, 2251,179,8451.04%
30 Jun, 2250,655,084-0.59%
31 Mar, 2250,955,375-3.44%
31 Dec, 2152,770,247-2.81%
30 Sep, 2154,297,495-4.69%
30 Jun, 2156,969,752-0.96%
31 Mar, 2157,524,2712.80%
31 Dec, 2055,958,484-0.92%
30 Sep, 2056,476,006-1.25%
30 Jun, 2057,191,5680.71%
31 Mar, 2056,787,317-0.86%
31 Dec, 1957,279,575-0.45%
30 Sep, 1957,537,8430.98%
30 Jun, 1956,977,328-0.81%
31 Mar, 1957,445,042-1.49%
31 Dec, 1858,314,557-1.17%
30 Sep, 1859,002,714-0.41%
30 Jun, 1859,244,29618.56%
31 Mar, 1849,971,9242.34%
31 Dec, 1748,827,050-0.81%
30 Sep, 1749,225,898-0.63%
30 Jun, 1749,536,360-3.14%
31 Mar, 1751,142,717-1.70%
31 Dec, 1652,029,566-4.52%
30 Sep, 1654,493,333-5.50%
30 Jun, 1657,663,083-5.89%
31 Mar, 1661,270,291-1.90%
31 Dec, 1562,457,254-16.50%
30 Sep, 1574,797,52120.43%
30 Jun, 1562,106,2820.03%
31 Mar, 1562,086,517-4.47%
31 Dec, 1464,993,641-3.06%
30 Sep, 1467,047,978-2.21%
30 Jun, 1468,564,678-1.54%
31 Mar, 1469,634,2012.81%
31 Dec, 1367,729,7780.16%
30 Sep, 1367,619,5081.08%
30 Jun, 1366,894,53582.33%
31 Mar, 1336,688,3419.04%
31 Dec, 1233,645,209-12.13%
30 Sep, 1238,288,523-12.34%
30 Jun, 1243,677,51019.88%
31 Mar, 1236,433,636-2.61%
31 Dec, 1137,409,600-7.83%
30 Sep, 1140,588,406-4.03%
30 Jun, 1142,291,11915.75%
31 Mar, 1136,536,72431.96%
31 Dec, 1027,687,788-0.19%
30 Sep, 1027,739,687-7.04%
30 Jun, 1029,840,598-8.86%
31 Mar, 1032,742,3111.07%
31 Dec, 0932,395,637-9.93%
30 Sep, 0935,968,800-3.52%
30 Jun, 0937,279,897-14.51%
31 Mar, 0943,605,5115.47%
31 Dec, 0841,343,4064.57%
30 Sep, 0839,535,62638.21%
30 Jun, 0828,605,155-18.04%
31 Mar, 0834,899,362-16.43%
31 Dec, 0741,761,57923.66%
30 Sep, 0733,771,066-3.61%
30 Jun, 0735,037,35973.89%
31 Mar, 0720,148,932-47.75%
31 Dec, 0638,564,248-6.79%
30 Sep, 0641,375,3016.50%
30 Jun, 0638,850,62458.62%
31 Mar, 0624,492,990-8.38%
31 Dec, 0526,732,0940.31%
30 Sep, 0526,649,901-11.73%
30 Jun, 0530,191,058-11.06%
31 Mar, 0533,945,20524.59%
31 Dec, 0427,246,4445.55%
30 Sep, 0425,812,77024.85%
30 Jun, 0420,674,82564.75%
31 Mar, 0412,549,542-
31 Mar, 03140,000-

Assurant (AIZ) has 49.00M shares outstanding as of 30 Jun 24, up 1.69% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2493.27%1.11%
31 Mar, 2491.72%1.09%
31 Dec, 2391.78%1.10%
30 Sep, 2391.30%1.05%
30 Jun, 2393.09%1.06%
31 Mar, 2393.72%1.08%
31 Dec, 2293.31%1.03%
30 Sep, 2295.28%1.11%
30 Jun, 2292.76%1.11%
31 Mar, 2291.35%1.15%
31 Dec, 2189.23%1.06%
30 Sep, 2191.83%1.05%
30 Jun, 2193.41%0.99%
31 Mar, 2197.18%1.12%
31 Dec, 2093.09%1.06%
30 Sep, 2093.83%1.05%
30 Jun, 2094.75%1.08%
31 Mar, 2093.70%1.07%
31 Dec, 1993.64%1.08%
30 Sep, 1993.10%1.11%
30 Jun, 1991.57%1.09%
31 Mar, 1991.77%1.07%
31 Dec, 1892.67%1.08%
30 Sep, 1892.74%0.86%
30 Jun, 18103.83%1.18%
31 Mar, 1893.99%1.15%
31 Dec, 1790.39%1.11%
30 Sep, 1790.28%1.12%
30 Jun, 1789.69%1.08%
31 Mar, 1791.00%1.11%
31 Dec, 1690.48%1.11%
30 Sep, 1690.43%1.05%
30 Jun, 1692.64%1.05%
31 Mar, 1694.14%1.07%
31 Dec, 1593.59%0.77%
30 Sep, 15110.59%1.35%
30 Jun, 1590.59%1.14%
31 Mar, 1588.99%1.06%
31 Dec, 1491.47%1.06%
30 Sep, 1492.89%1.04%
30 Jun, 1494.36%1.03%
31 Mar, 1495.59%1.22%
31 Dec, 1388.36%1.10%
30 Sep, 1389.51%1.20%
30 Jun, 1386.31%4.10%
31 Mar, 1345.87%2.88%
31 Dec, 1239.92%1.84%
30 Sep, 1246.60%1.82%
30 Jun, 1250.62%3.01%
31 Mar, 1241.04%2.74%
31 Dec, 1138.72%2.14%
30 Sep, 1142.57%2.27%
30 Jun, 1143.28%3.32%
31 Mar, 1136.11%5.30%
31 Dec, 1026.09%3.94%
30 Sep, 1025.73%3.62%
30 Jun, 1026.67%3.39%
31 Mar, 1028.03%3.69%
31 Dec, 0927.55%2.97%
30 Sep, 0930.43%3.07%
30 Jun, 0931.46%2.30%
31 Mar, 0936.99%3.00%
31 Dec, 0835.11%3.11%
30 Sep, 0833.58%5.74%
30 Jun, 0824.18%2.77%
31 Mar, 0829.55%2.43%
31 Dec, 0734.88%4.29%
30 Sep, 0728.51%3.38%
30 Jun, 0729.04%10.67%
31 Mar, 0716.50%1.78%
31 Dec, 0630.40%2.81%
30 Sep, 0632.89%3.60%
30 Jun, 0630.24%8.52%
31 Mar, 0618.84%4.52%
31 Dec, 0520.41%5.21%
30 Sep, 0519.78%4.12%
30 Jun, 0521.93%3.72%
31 Mar, 0524.29%6.26%
31 Dec, 0419.69%5.93%
30 Sep, 0418.22%8.62%
30 Jun, 0414.54%15.49%
31 Mar, 049.69%-
31 Mar, 030.13%-

As of 30 Jun 24, Assurant is held by 93.27% institutional shareholders, representing a 1.11% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 242495.06%
31 Mar, 24237-14.13%
31 Dec, 2327646.81%
30 Sep, 231886.82%
30 Jun, 23176-10.66%
31 Mar, 23197-9.63%
31 Dec, 2221823.86%
30 Sep, 22176-22.81%
30 Jun, 2222815.15%
31 Mar, 221988.20%
31 Dec, 211837.02%
30 Sep, 21171-10.94%
30 Jun, 211929.71%
31 Mar, 21175-13.37%
31 Dec, 2020227.04%
30 Sep, 20159-9.66%
30 Jun, 20176-3.30%
31 Mar, 20182-3.70%
31 Dec, 19189-1.05%
30 Sep, 19191-1.04%
30 Jun, 19193-16.09%
31 Mar, 1923030.68%
31 Dec, 181767.32%
30 Sep, 18164-7.87%
30 Jun, 18178-2.73%
31 Mar, 181838.28%
31 Dec, 171691.81%
30 Sep, 171661.84%
30 Jun, 171633.82%
31 Mar, 171573.29%
31 Dec, 1615216.03%
30 Sep, 16131-20.61%
30 Jun, 161652.48%
31 Mar, 161611.90%
31 Dec, 15158-4.82%
30 Sep, 1516645.61%
30 Jun, 15114-8.06%
31 Mar, 15124-18.95%
31 Dec, 1415310.87%
30 Sep, 14138-9.21%
30 Jun, 14152-
31 Mar, 141522.70%
31 Dec, 1314813.85%
30 Sep, 13130-37.80%
30 Jun, 13209231.75%
31 Mar, 1363-17.11%
31 Dec, 127633.33%
30 Sep, 1257-12.31%
30 Jun, 1265-12.16%
31 Mar, 127445.10%
31 Dec, 1151-7.27%
30 Sep, 115510.00%
30 Jun, 1150-9.09%
31 Mar, 1155-14.06%
31 Dec, 106420.75%
30 Sep, 1053-1.85%
30 Jun, 10543.85%
31 Mar, 10526.12%
31 Dec, 094916.67%
30 Sep, 0942-19.23%
30 Jun, 0952-
31 Mar, 0952-7.14%
31 Dec, 0856-12.50%
30 Sep, 086410.34%
30 Jun, 0858-14.71%
31 Mar, 0868-1.45%
31 Dec, 076956.82%
30 Sep, 0744-6.38%
30 Jun, 074717.50%
31 Mar, 0740-16.67%
31 Dec, 064820.00%
30 Sep, 064033.33%
30 Jun, 0630-23.08%
31 Mar, 06395.41%
31 Dec, 053776.19%
30 Sep, 0521-12.50%
30 Jun, 0524-14.29%
31 Mar, 05283.70%
31 Dec, 042750.00%
30 Sep, 0418-
30 Jun, 0418-35.71%
31 Mar, 0428-
31 Mar, 031-

249 institutional shareholders have increased their position in AIZ stock as of 30 Jun 24 compared to 237 in the previous quarter (a 5.06% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24182-3.19%
31 Mar, 2418823.68%
31 Dec, 23152-5.00%
30 Sep, 23160-1.23%
30 Jun, 231625.19%
31 Mar, 231546.21%
31 Dec, 22145-18.54%
30 Sep, 2217816.34%
30 Jun, 221533.38%
31 Mar, 22148-3.27%
31 Dec, 21153-12.57%
30 Sep, 2117522.38%
30 Jun, 21143-10.63%
31 Mar, 211600.63%
31 Dec, 20159-4.22%
30 Sep, 201669.93%
30 Jun, 201514.86%
31 Mar, 201440.70%
31 Dec, 1914311.72%
30 Sep, 1912810.34%
30 Jun, 1911613.73%
31 Mar, 19102-26.62%
31 Dec, 181395.30%
30 Sep, 18132-2.94%
30 Jun, 18136-14.47%
31 Mar, 181597.43%
31 Dec, 171482.78%
30 Sep, 171444.35%
30 Jun, 171386.15%
31 Mar, 17130-17.72%
31 Dec, 16158-5.95%
30 Sep, 16168-0.59%
30 Jun, 1616917.36%
31 Mar, 16144-2.70%
31 Dec, 1514816.54%
30 Sep, 15127-10.56%
30 Jun, 15142-0.70%
31 Mar, 15143-5.30%
31 Dec, 1415116.15%
30 Sep, 141300.78%
30 Jun, 14129-7.86%
31 Mar, 141402.19%
31 Dec, 131376.20%
30 Sep, 1312995.45%
30 Jun, 136620.00%
31 Mar, 135512.24%
31 Dec, 12494.26%
30 Sep, 124711.90%
30 Jun, 12425.00%
31 Mar, 1240-18.37%
31 Dec, 114928.95%
30 Sep, 11382.70%
30 Jun, 1137-2.63%
31 Mar, 113835.71%
31 Dec, 1028-12.50%
30 Sep, 10326.67%
30 Jun, 1030-18.92%
31 Mar, 103742.31%
31 Dec, 0926-3.70%
30 Sep, 09278.00%
30 Jun, 09254.17%
31 Mar, 0924-31.43%
31 Dec, 083525.00%
30 Sep, 0828-22.22%
30 Jun, 083628.57%
31 Mar, 08283.70%
31 Dec, 0727-3.57%
30 Sep, 072855.56%
30 Jun, 071820.00%
31 Mar, 0715-21.05%
31 Dec, 061911.76%
30 Sep, 0617-10.53%
30 Jun, 061926.67%
31 Mar, 061550.00%
31 Dec, 0510-28.57%
30 Sep, 0514-6.67%
30 Jun, 051525.00%
31 Mar, 051220.00%
31 Dec, 041011.11%
30 Sep, 04950.00%
30 Jun, 046-
31 Mar, 04--
31 Mar, 03--

182 institutional shareholders have reduced their position in AIZ stock as of 30 Jun 24 compared to 188 in the previous quarter (a -3.19% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24506-0.78%48,997,3171.69%93.27%1.11%2495.06%182-3.19%
31 Mar, 245103.66%48,180,721-1.04%91.72%1.09%237-14.13%18823.68%
31 Dec, 2349214.42%48,688,290-0.39%91.78%1.10%27646.81%152-5.00%
30 Sep, 234301.65%48,878,905-2.31%91.30%1.05%1886.82%160-1.23%
30 Jun, 234230.48%50,033,563-0.19%93.09%1.06%176-10.66%1625.19%
31 Mar, 23421-1.64%50,130,811-1.18%93.72%1.08%197-9.63%1546.21%
31 Dec, 224280.23%50,731,722-0.88%93.31%1.03%21823.86%145-18.54%
30 Sep, 22427-5.74%51,179,8451.04%95.28%1.11%176-22.81%17816.34%
30 Jun, 224535.35%50,655,084-0.59%92.76%1.11%22815.15%1533.38%
31 Mar, 224302.38%50,955,375-3.44%91.35%1.15%1988.20%148-3.27%
31 Dec, 21420-2.33%52,770,247-2.81%89.23%1.06%1837.02%153-12.57%
30 Sep, 214303.86%54,297,495-4.69%91.83%1.05%171-10.94%17522.38%
30 Jun, 214142.22%56,969,752-0.96%93.41%0.99%1929.71%143-10.63%
31 Mar, 21405-7.74%57,524,2712.80%97.18%1.12%175-13.37%1600.63%
31 Dec, 2043910.86%55,958,484-0.92%93.09%1.06%20227.04%159-4.22%
30 Sep, 203961.02%56,476,006-1.25%93.83%1.05%159-9.66%1669.93%
30 Jun, 203920.77%57,191,5680.71%94.75%1.08%176-3.30%1514.86%
31 Mar, 20389-3.95%56,787,317-0.86%93.70%1.07%182-3.70%1440.70%
31 Dec, 194052.53%57,279,575-0.45%93.64%1.08%189-1.05%14311.72%
30 Sep, 193953.67%57,537,8430.98%93.10%1.11%191-1.04%12810.34%
30 Jun, 19381-5.22%56,977,328-0.81%91.57%1.09%193-16.09%11613.73%
31 Mar, 194025.79%57,445,042-1.49%91.77%1.07%23030.68%102-26.62%
31 Dec, 18380-0.52%58,314,557-1.17%92.67%1.08%1767.32%1395.30%
30 Sep, 183820.26%59,002,714-0.41%92.74%0.86%164-7.87%132-2.94%
30 Jun, 18381-3.54%59,244,29618.56%103.83%1.18%178-2.73%136-14.47%
31 Mar, 183953.95%49,971,9242.34%93.99%1.15%1838.28%1597.43%
31 Dec, 173800.26%48,827,050-0.81%90.39%1.11%1691.81%1482.78%
30 Sep, 173793.84%49,225,898-0.63%90.28%1.12%1661.84%1444.35%
30 Jun, 173655.19%49,536,360-3.14%89.69%1.08%1633.82%1386.15%
31 Mar, 17347-2.25%51,142,717-1.70%91.00%1.11%1573.29%130-17.72%
31 Dec, 16355-0.56%52,029,566-4.52%90.48%1.11%15216.03%158-5.95%
30 Sep, 16357-7.99%54,493,333-5.50%90.43%1.05%131-20.61%168-0.59%
30 Jun, 1638810.54%57,663,083-5.89%92.64%1.05%1652.48%16917.36%
31 Mar, 16351-2.23%61,270,291-1.90%94.14%1.07%1611.90%144-2.70%
31 Dec, 153595.28%62,457,254-16.50%93.59%0.77%158-4.82%14816.54%
30 Sep, 1534111.44%74,797,52120.43%110.59%1.35%16645.61%127-10.56%
30 Jun, 15306-2.86%62,106,2820.03%90.59%1.14%114-8.06%142-0.70%
31 Mar, 15315-11.02%62,086,517-4.47%88.99%1.06%124-18.95%143-5.30%
31 Dec, 143547.93%64,993,641-3.06%91.47%1.06%15310.87%15116.15%
30 Sep, 14328-3.53%67,047,978-2.21%92.89%1.04%138-9.21%1300.78%
30 Jun, 143403.03%68,564,678-1.54%94.36%1.03%152-129-7.86%
31 Mar, 143301.23%69,634,2012.81%95.59%1.22%1522.70%1402.19%
31 Dec, 133269.03%67,729,7780.16%88.36%1.10%14813.85%1376.20%
30 Sep, 132990.34%67,619,5081.08%89.51%1.20%130-37.80%12995.45%
30 Jun, 13298125.76%66,894,53582.33%86.31%4.10%209231.75%6620.00%
31 Mar, 13132-5.04%36,688,3419.04%45.87%2.88%63-17.11%5512.24%
31 Dec, 1213917.80%33,645,209-12.13%39.92%1.84%7633.33%494.26%
30 Sep, 12118-4.07%38,288,523-12.34%46.60%1.82%57-12.31%4711.90%
30 Jun, 121230.82%43,677,51019.88%50.62%3.01%65-12.16%425.00%
31 Mar, 1212215.09%36,433,636-2.61%41.04%2.74%7445.10%40-18.37%
31 Dec, 11106-2.75%37,409,600-7.83%38.72%2.14%51-7.27%4928.95%
30 Sep, 1110910.10%40,588,406-4.03%42.57%2.27%5510.00%382.70%
30 Jun, 1199-8.33%42,291,11915.75%43.28%3.32%50-9.09%37-2.63%
31 Mar, 111080.93%36,536,72431.96%36.11%5.30%55-14.06%3835.71%
31 Dec, 101078.08%27,687,788-0.19%26.09%3.94%6420.75%28-12.50%
30 Sep, 1099-27,739,687-7.04%25.73%3.62%53-1.85%326.67%
30 Jun, 1099-29,840,598-8.86%26.67%3.39%543.85%30-18.92%
31 Mar, 109915.12%32,742,3111.07%28.03%3.69%526.12%3742.31%
31 Dec, 09863.61%32,395,637-9.93%27.55%2.97%4916.67%26-3.70%
30 Sep, 0983-5.68%35,968,800-3.52%30.43%3.07%42-19.23%278.00%
30 Jun, 0988-37,279,897-14.51%31.46%2.30%52-254.17%
31 Mar, 0988-12.87%43,605,5115.47%36.99%3.00%52-7.14%24-31.43%
31 Dec, 08101-5.61%41,343,4064.57%35.11%3.11%56-12.50%3525.00%
30 Sep, 08107-1.83%39,535,62638.21%33.58%5.74%6410.34%28-22.22%
30 Jun, 08109-28,605,155-18.04%24.18%2.77%58-14.71%3628.57%
31 Mar, 081094.81%34,899,362-16.43%29.55%2.43%68-1.45%283.70%
31 Dec, 0710435.06%41,761,57923.66%34.88%4.29%6956.82%27-3.57%
30 Sep, 07771.32%33,771,066-3.61%28.51%3.38%44-6.38%2855.56%
30 Jun, 077615.15%35,037,35973.89%29.04%10.67%4717.50%1820.00%
31 Mar, 0766-13.16%20,148,932-47.75%16.50%1.78%40-16.67%15-21.05%
31 Dec, 067615.15%38,564,248-6.79%30.40%2.81%4820.00%1911.76%
30 Sep, 066620.00%41,375,3016.50%32.89%3.60%4033.33%17-10.53%
30 Jun, 0655-6.78%38,850,62458.62%30.24%8.52%30-23.08%1926.67%
31 Mar, 065913.46%24,492,990-8.38%18.84%4.52%395.41%1550.00%
31 Dec, 055220.93%26,732,0940.31%20.41%5.21%3776.19%10-28.57%
30 Sep, 0543-26,649,901-11.73%19.78%4.12%21-12.50%14-6.67%
30 Jun, 05434.88%30,191,058-11.06%21.93%3.72%24-14.29%1525.00%
31 Mar, 05417.89%33,945,20524.59%24.29%6.26%283.70%1220.00%
31 Dec, 043826.67%27,246,4445.55%19.69%5.93%2750.00%1011.11%
30 Sep, 04303.45%25,812,77024.85%18.22%8.62%18-950.00%
30 Jun, 04293.57%20,674,82564.75%14.54%15.49%18-35.71%6-
31 Mar, 0428-12,549,542-9.69%-28---
31 Mar, 031-140,000-0.13%-1---

Assurant Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Jenns Martinofficer, other EVPS-SaleSell1,500$178.13$267.20K4,026
Aug 13, 2024Rosenblum Jayofficer EVP and CLOS-SaleSell1,750$178.25$311.93K9,260
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell1,304$173.35$226.05K24,586
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell9,696$171.37$1.66M14,890
May 21, 2024DiRienzo Dimitryofficer SVP, CAO, ControllerS-SaleSell2,084$175.29$365.30K3,702
May 20, 2024Luthi Francescaofficer EVP, Chief Operating OfficerS-SaleSell6,700$176.36$1.18M10,748

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Jenns Martinofficer, other EVPS-SaleSell1,500$178.13$267.20K4,026
Aug 13, 2024Rosenblum Jayofficer EVP and CLOS-SaleSell1,750$178.25$311.93K9,260
Jul 02, 2024NAIR BIJUofficer, other EVPF-InKindSell167$166.89$27.87K23,682
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell1,304$173.35$226.05K24,586
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell9,696$171.37$1.66M14,890
May 21, 2024Demmings Keithdirector, officer President and CEOF-InKindSell3,385$175.60$594.41K82,040
May 21, 2024Demmings Keithdirector, officer President and CEOF-InKindSell328$175.60$57.60K77,860
May 21, 2024DiRienzo Dimitryofficer SVP, CAO, ControllerS-SaleSell2,084$175.29$365.30K3,702
May 20, 2024Luthi Francescaofficer EVP, Chief Operating OfficerS-SaleSell6,700$176.36$1.18M10,748

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Jenns Martinofficer, other EVPS-SaleSell1,500$178.13$267.20K4,026
Aug 13, 2024Rosenblum Jayofficer EVP and CLOS-SaleSell1,750$178.25$311.93K9,260
Jul 02, 2024NAIR BIJUofficer, other EVPF-InKindSell167$166.89$27.87K23,682
May 28, 2024Alves Paget Leonarddirector-A-AwardBuy947--6,587
May 28, 2024JACKSON LAWRENCE Vdirector-A-AwardBuy947--25,920
May 28, 2024EDELMAN HARRIETdirector-A-AwardBuy947--9,565
May 28, 2024Basu Rajivdirector-A-AwardBuy947--2,182
May 28, 2024PERRY DEBRA Jdirector-A-AwardBuy947--9,565
May 28, 2024Reilly Paul Jdirector-A-AwardBuy947--20,606
May 28, 2024Granat Sari Bethdirector-A-AwardBuy947--3,075
May 28, 2024ROSEN ELAINEdirector-A-AwardBuy947--26,137
May 28, 2024Carter J Braxton IIdirector-A-AwardBuy947--7,412
May 28, 2024Redzic Ognjendirector-A-AwardBuy947--6,587
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell1,304$173.35$226.05K24,586
May 22, 2024Campbell Michael P.officer EVP, Pres. Global HousingS-SaleSell9,696$171.37$1.66M14,890
May 21, 2024Demmings Keithdirector, officer President and CEOA-AwardBuy7,565--85,425
May 21, 2024Demmings Keithdirector, officer President and CEOF-InKindSell3,385$175.60$594.41K82,040
May 21, 2024Demmings Keithdirector, officer President and CEOF-InKindSell328$175.60$57.60K77,860
May 21, 2024DiRienzo Dimitryofficer SVP, CAO, ControllerS-SaleSell2,084$175.29$365.30K3,702
May 20, 2024Luthi Francescaofficer EVP, Chief Operating OfficerS-SaleSell6,700$176.36$1.18M10,748

The last insider sell of Assurant's stock was made by Jenns Martin on Aug 13 2024, selling 1,500 shares at $178.13 per share (valued at $267.20K).

Assurant Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 2024118137.50%
Q1 2024203951.28%
Q4 20231616.67%
Q3 2023-6-
Q2 2023123400.00%
Q1 2023153444.12%
Q4 2022-6-
Q3 2022-4-
Q2 2022132650.00%
Q1 2022131776.47%
Q4 2021-8-
Q3 2021-6-
Q2 2021125240.00%
Q1 20211716106.25%
Q4 20203475.00%
Q3 20203650.00%
Q2 2020102500.00%
Q1 2020163743.24%
Q4 201941136.36%

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Assurant's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024-5-
Q1 2024---
Q4 2023-2-
Q3 2023-4-
Q2 2023-2-
Q1 2023-1-
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022-2-
Q4 2021-2-
Q3 2021-1-
Q2 2021-5-
Q1 2021---
Q4 20201--
Q3 2020---
Q2 2020---
Q1 2020---
Q4 2019-3-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Assurant's stocks.

Assurant Peer Ownership


TickerCompany
RDNRadian Group Inc.
JRVRJames River Group Holdings, Ltd.
AGOAssured Guaranty Ltd.
ESNTEssent Group Ltd.
NMIHNMI Holdings, Inc.
MTGMGIC Investment Corporation
AMBCAmbac Financial Group, Inc.
AMSFAMERISAFE, Inc.
MBIMBIA Inc.
ACTEnact Holdings, Inc.
EIGEmployers Holdings, Inc.

AIZ Ownership FAQ


Assurant is owned by institutional shareholders (93.27%), insiders (0.60%), and public (6.13%). The largest institutional shareholder of Assurant is VANGUARD GROUP INC (12.89% of total shares) and the top mutual fund owner is Cohen & Steers Global Income Builder, Inc (4.30% of total shares).

Assurant's major institutional shareholders are VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., STATE STREET CORP, and BANK OF NEW YORK MELLON CORP. The top five shareholders own together 40.96% of the company's share outstanding.

As of Jun 2024, there are 506 institutional shareholders of Assurant.

VANGUARD GROUP INC owns 6.77M shares of Assurant, representing 12.89% of the company's total shares outstanding, valued at $1.13B (as of Jun 2024).

As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 5.16M shares of Assurant (AIZ), compromising 9.82% of the company, valued at $857.67M.

BLACKROCK INC is the third largest holder of Assurant. The company owns 5.02M of the company's shares outstanding (worth $834.49M).