Who owns Assurant (AIZ)
Which tracked institutional funds hold AIZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
203 tracked funds added or opened AIZ while 79 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AIZ’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AIZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AIZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 574 tracked filers holding AIZ, 311 increased or opened the position and 292 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AIZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- Dockside LLC$12M
- Azora Capital LP$10M
- Trexquant Investment LP$9M
- OFI INVEST ASSET MANAGEMENT$8M
- Jupiter Topco LLC$6M
- Edgestream Partners, L.P.$5M
Full exits 41
- T. Rowe Price Investment Management, Inc.$713M
- Gillson Capital LP$86M
- GW&K Investment Management, LLC$55M
- Amundi$33M
- PFA Pension, Forsikringsaktieselskab$33M
- LORD, ABBETT & CO. LLC$26M
Largest adds
- BlackRock, Inc.$755M
- Bank of New York Mellon Corp$220M
- BANK OF AMERICA CORP /DE/$191M
- VANGUARD CAPITAL MANAGEMENT LLC$163M
- STATE STREET CORP$131M
- VANGUARD PORTFOLIO MANAGEMENT LLC$106M
Largest trims
- ADAGE CAPITAL PARTNERS GP, L.L.C.$26M
- Robeco Institutional Asset Management B.V.$20M
- MILLENNIUM MANAGEMENT LLC$17M
- CITADEL ADVISORS LLC$15M
- Jain Global LLC$10M
- WELLINGTON MANAGEMENT GROUP LLP$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,009,537 | $1.3B | 11.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 4,727,930 | $1.3B | 11.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,236,936 | $869M | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,836,307 | $762M | 6.6% | 2026-Q2 |
| STATE STREET CORP added | 2,541,897 | $683M | 5.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,417,209 | $380M | 3.3% | 2026-Q2 |
| Invesco Ltd. added | 1,226,729 | $329M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,199,305 | $322M | 2.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,143,631 | $307M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,004,116 | $270M | 2.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 920,398 | $247M | 2.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 896,364 | $241M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 777,257 | $209M | 1.8% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 754,475 | $202M | 1.8% | 2026-Q2 |
| FMR LLC trimmed | 689,904 | $185M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 651,725 | $175M | 1.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 612,525 | $164M | 1.4% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 582,803 | $157M | 1.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 548,785 | $147M | 1.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 512,613 | $138M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 503,434 | $135M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 477,030 | $128M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 465,890 | $125M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 465,243 | $125M | 1.1% | 2026-Q2 |
| FIL Ltd trimmed | 414,275 | $111M | 1.0% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 405,627 | $109M | 0.9% | 2026-Q2 |
| Woodline Partners LP added | 390,528 | $105M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 345,193 | $93M | 0.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 327,512 | $88M | 0.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 308,532 | $83M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 299,973 | $81M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 285,698 | $77M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 277,979 | $75M | 0.6% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 246,107 | $66M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 240,181 | $64M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 238,400 | $64M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 223,542 | $60M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 210,486 | $57M | 0.5% | 2026-Q2 |
| UBS Group AG added | 202,606 | $54M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 184,140 | $49M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 182,192 | $49M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 173,323 | $47M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 170,055 | $46M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 146,961 | $32M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 146,874 | $40M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 146,019 | $39M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 139,773 | $38M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 133,460 | $36M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 132,025 | $35M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 128,615 | $35M | 0.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 122,100 | $33M | 0.3% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 119,647 | $32M | 0.3% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 112,130 | $30M | 0.3% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 105,285 | $28M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 104,242 | $28M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 104,171 | $28M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 99,700 | $27M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 98,589 | $26M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 98,556 | $26M | 0.2% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. added | 98,305 | $26M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,194 | $26M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 96,943 | $26M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 89,591 | $24M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 89,564 | $24M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 89,389 | $24M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 89,235 | $24M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 87,101 | $23M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 84,349 | $23M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 81,669 | $22M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 79,270 | $21M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 78,597 | $21M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 76,366 | $21M | 0.2% | 2026-Q2 |
| Jain Global LLC trimmed | 73,506 | $20M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 71,968 | $19M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 64,561 | $17M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 64,439 | $17M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 63,392 | $17M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 61,126 | $16M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 58,342 | $16M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 57,891 | $16M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 57,625 | $15M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 57,569 | $15M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 51,548 | $14M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 51,148 | $11M | 0.1% | 2026-Q2 |
| Boston Partners added | 50,999 | $14M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 48,248 | $13M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 47,920 | $13M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 46,003 | $12M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 44,829 | $12M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 44,688 | $12M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 44,078 | $12M | 0.1% | 2026-Q2 |
| Dockside LLC added | 43,551 | $12M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 42,859 | $12M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 42,744 | $12M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 38,356 | $10M | 0.1% | 2026-Q2 |
| Azora Capital LP new | 38,009 | $10M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 36,297 | $10M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 35,918 | $10M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 35,853 | $10M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 35,615 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.