Assurant Ownership | Who Owns Assurant?
Assurant Ownership Summary
Assurant is owned by 93.01% institutional investors, 0.60% insiders, and 6.39% 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 3.85% of its assets in Assurant shares.
AIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Assurant | 93.01% | 0.60% | 6.39% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Specialty Insurance Stocks | 69.79% | 13.74% | 16.46% |
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 |
| Mountain pacific investment advisers inc/id | 150.32K | 2.25% | $32.05M |
| Lyrical asset management lp | 774.78K | 2.07% | $128.81M |
| Globeflex capital l p | 114.22K | 1.98% | $18.99M |
| 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 |
| Cascade investment advisors | 7.47K | 1.02% | $1.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 680.23K | 0.02% | 680.23K |
| 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 |
| Clark capital management group | 470.28K | 0.57% | 116.14K |
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 |
| International assets investment management | - | - | -143.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 680.23K | 0.02% | 680.23K | $113.09M |
| 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 |
| Corebridge financial | 13.28K | 0.01% | 13.28K | $2.21M |
Sold Out
| Holder | Change |
|---|---|
| Colonial trust advisors | -1.00 |
| Tfc financial management | -1.00 |
| Financial gravity asset management | -2.00 |
| Bartlett & co. wealth management | -2.00 |
| Creekmur asset management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 431 | 1.65% | 48,878,972 | -2.30% | 91 | 1.05% | 188 | 6.21% | 161 | -0.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Growth Equity | 1.97M | 3.85% | -8.70K |
| T. Rowe Price Mid-Cap Growth | 1.97M | 3.85% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.61M | 3.14% | -24.57K |
| Vanguard Institutional 500 Index Trust | 1.39M | 2.71% | -3.28K |
| Vanguard Small Cap Index | 1.31M | 2.55% | -835.00 |
| Vanguard Small Cap Value Index Inv | 867.08K | 1.69% | -16.30K |
| MFS Mid Cap Value A | 833.32K | 1.62% | - |
| MFS Mid Cap Value Equity | 833.32K | 1.61% | -3.43K |
| Invesco S&P 500® Equal Weight ETF | 692.96K | 1.35% | 765.00 |
| BNY Mellon Dynamic Value Fund A | 663.12K | 1.29% | 6.23K |
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 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
AIZ Ownership FAQ
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