Assurant Ownership | Who Owns Assurant?
Assurant Ownership Summary
Assurant is owned by 95.03% institutional investors, 0.60% insiders, and 4.37% retail investors. Vanguard group is the largest institutional shareholder, holding 12.90% of AIZ shares. T. Rowe Price US Mid-Cap Growth Equity is the top mutual fund, with 3.88% of its assets in Assurant shares.
AIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Assurant | 95.03% | 0.60% | 4.37% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Specialty Insurance Stocks | 59.70% | 12.83% | 27.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.74M | 12.90% | $1.44B |
| T. rowe price investment management | 5.04M | 9.65% | $1.07B |
| Blackrock | 5.02M | 9.56% | $834.49M |
| Blackrock funding, inc. /de | 4.77M | 9.15% | $1.02B |
| Bank of new york mellon | 3.32M | 6.36% | $708.02M |
| State street | 2.34M | 4.48% | $499.09M |
| Geode capital management | 1.40M | 2.68% | $299.72M |
| Massachusetts financial services co /ma/ | 1.20M | 2.29% | $255.26M |
| Invesco | 1.16M | 2.21% | $246.43M |
| Fmr | 1.10M | 2.11% | $234.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gillson capital lp | 259.62K | 4.99% | $55.36M |
| Globeflex capital l p | 147.69K | 2.67% | $31.49M |
| Lyrical asset management lp | 728.81K | 2.30% | $155.40M |
| Mountain pacific investment advisers inc/id | 150.32K | 2.25% | $32.05M |
| Dividend assets capital | 53.47K | 2.21% | $11.40M |
| Hallmark capital management | 98.12K | 1.56% | $20.92M |
| Edmp | 7.17K | 1.45% | $1.53M |
| Advantage alpha capital partners lp | 26.23K | 1.32% | $5.59M |
| Cascade investment advisors | 7.47K | 1.02% | $1.59M |
| Dean capital management | 10.05K | 0.91% | $2.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 3.32M | 0.14% | 891.29K |
| Norges bank | 672.90K | 0.02% | 672.90K |
| Millennium management | 344.13K | 0.04% | 322.61K |
| Fuller & thaler asset management | 161.17K | 0.13% | 161.17K |
| Gw&k investment management | 143.98K | 0.26% | 143.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.77M | 0.02% | -317.27K |
| Blackrock | 5.02M | 0.02% | -219.52K |
| Massachusetts financial services co /ma/ | 1.20M | 0.08% | -204.46K |
| Woodline partners lp | - | - | -157.14K |
| International assets investment management | - | - | -143.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 672.90K | 0.02% | 672.90K | $143.48M |
| Fuller & thaler asset management | 161.17K | 0.13% | 161.17K | $34.36M |
| Renaissance | 41.10K | 0.01% | 41.10K | $8.76M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 29.11K | 0.05% | 29.11K | $4.84M |
| Raymond james financial | 17.87K | 0.00% | 17.87K | $3.81M |
Sold Out
| Holder | Change |
|---|---|
| Advisornet financial | -1.00 |
| Colonial trust advisors | -1.00 |
| Hhm wealth advisors | -1.00 |
| Bogart wealth | -2.00 |
| Financial gravity asset management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 560 | -2.27% | 48,734,857 | -0.33% | 95 | 1.08% | 284 | 5.97% | 181 | -17.73% |
| Dec 31, 2024 | 553 | 5.33% | 48,777,395 | 0.92% | 93 | 1.09% | 256 | 7.11% | 214 | 9.18% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Growth Equity | 1.97M | 3.88% | -3.20K |
| T. Rowe Price Mid-Cap Growth | 1.97M | 3.88% | -2.40K |
| Vanguard US Total Market Shares ETF | 1.64M | 3.23% | 1.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.63M | 3.20% | 26.10K |
| Vanguard Institutional 500 Index Trust | 1.45M | 2.85% | 23.36K |
| Vanguard Small Cap Index | 1.28M | 2.51% | 7.67K |
| MFS Mid Cap Value A | 833.32K | 1.64% | - |
| MFS Mid Cap Value Equity | 833.32K | 1.64% | - |
| Vanguard Small Cap Value Index Inv | 824.31K | 1.62% | 2.60K |
| BNY Mellon Dynamic Value Fund A | 781.23K | 1.54% | 13.21K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 16, 2025 | Rosenblum Jay | EVP and CLO | Sell | $201.93K |
| Mar 20, 2025 | DiRienzo Dimitry | SVP, CAO, Controller | Sell | $351.51K |
| Mar 20, 2025 | Lonergan Robert | Chief Marketing & Risk Officer | Sell | $743.35K |
| Feb 19, 2025 | NAIR BIJU | EVP | Sell | $228.12K |
| Feb 19, 2025 | NAIR BIJU | EVP | Sell | $376.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 5 |
AIZ Ownership FAQ
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