Assurant AIZ Institutional Ownership

NYSE AIZ

$262.55 -1.02 (-0.39%)

As of: Oct 1, 2026 · 9:39 AM EDT

Institutions by Trading Activity

613 Institutions

Increased 325 53.0%

Unchanged 90 14.7%

Reduced 198 32.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.21%

▲+4.43 pp QoQ

Shares Held by Institutions

49.13Mn

of 49.52Mn outstanding

▲+5.54% QoQ

Shares Outstanding

49.52Mn

392.71K held outside 13F filers

Institutional Investors

613

filed 13F for Jun 2026

▲+30 vs prior quarter

Net Shares Added (QoQ)

+2.58Mn

accumulated since last quarter

Value of Holdings

$12.95Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Assurant, Inc. (NYSE:AIZ) is held by 613 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 99.2% of Assurant's outstanding shares in June 2026, up from 94.8% in March 2026.
Their total shares held in AIZ increased 5.54% from the prior quarter, while the number of investors in Assurant increased 12.07% year over year.
During the quarter, 325 of these 613 funds increased positions in AIZ, 198 reduced exposure, and 90 held steady.
Institutional investors collectively held 49.13Mn shares in Assurant as of June 2026, up by 2.58Mn shares quarter on quarter, and up 1.83Mn shares year over year.
BlackRock, Inc. leads ownership in AIZ with 5.01Mn shares as of June 30, 2026, equal to 10.12% of outstanding shares.
The biggest buyers of Assurant for the quarter ending June 2026 included BlackRock, Inc. (1.06Mn), NORGES BANK (651.72K), Bank Of America Corp /De/ (642.91K), Sixth Street Partners Management Company, L.P. (465.24K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (318.12K).
The largest sales of AIZ for the quarter ending June 2026 came from T. Rowe Price Investment Management, Inc. (844.82K), VANGUARD PORTFOLIO MANAGEMENT LLC (171.83K), ADAGE CAPITAL PARTNERS GP, L.L.C. (160.5K), NORDEA INVESTMENT MANAGEMENT AB (149.31K), WELLINGTON MANAGEMENT GROUP LLP (117.33K).
Assurant's 10 largest shareholders as of June 2026 include BlackRock, Inc. (5.01Mn), Bank of New York Mellon Corp (4.73Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.24Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.84Mn), State Street Corp (2.54Mn), T. Rowe Price Investment Management, Inc. (2.43Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), Invesco Ltd. (1.23Mn), DIMENSIONAL FUND ADVISORS LP (1.2Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.14Mn) per Business Quant data.

Form 13F Holdings

613 Institutional Holders

Report period 30 Jun, 2026

Total shares held 49.13Mn

Of outstanding 99.21%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,009,537	10.12%	▲1,063,661	+26.96%	$1.35Bn
2	Bank of New York Mellon Corp	0001390777	4,727,930	9.55%	▼89,021	-1.85%	$1.27Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,236,936	6.54%	▼6,568	-0.20%	$869.21Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,836,307	5.73%	▼171,830	-5.71%	$761.63Mn
5	State Street Corp	0000093751	2,541,897	5.13%	▲10,481	+0.41%	$682.58Mn
6	T. Rowe Price Investment Management, Inc.	0001897612	2,427,220	4.90%	▼844,823	-25.82%	$651.78K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,417,209	2.86%	▲10,423	+0.74%	$379.92Mn
8	Invesco Ltd.	0000914208	1,226,729	2.48%	▲282	+0.02%	$329.41Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	1,199,305	2.42%	▲73,899	+6.57%	$322.05Mn
10	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,143,631	2.31%	▼2,883	-0.25%	$307.10K
11	Bank Of America Corp /De/	0000070858	1,004,116	2.03%	▲642,906	+177.99%	$269.64Mn
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	920,398	1.86%	▼2,023	-0.22%	$247.15Mn
13	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	896,364	1.81%	▲198,829	+28.50%	$240.70Mn
14	Morgan Stanley	0000895421	777,257	1.57%	▲120,272	+18.31%	$208.72Mn
15	VOYA INVESTMENT MANAGEMENT LLC	0001068837	754,475	1.52%	▼79,646	-9.55%	$202.10Mn
16	FMR LLC	0000315066	689,904	1.39%	▼60,457	-8.06%	$185.26Mn
17	NORGES BANK	0001374170	651,725	1.32%	▲651,725	0.00%	$175.01Mn
18	FIRST TRUST ADVISORS LP	0001125816	612,525	1.24%	▼20,371	-3.22%	$164.48Mn
19	LYRICAL ASSET MANAGEMENT LP	0001542302	582,803	1.18%	▼29,301	-4.79%	$156.50Mn
20	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	548,785	1.11%	▲49,051	+9.82%	$147.37Mn

Showing 1 to 20 of 613 holders