Assurant Ownership | Who Owns Assurant?
Assurant Ownership Summary
Assurant is owned by 98.48% institutional investors, 0.71% insiders, and 0.81% retail investors. Vanguard group is the largest institutional shareholder, holding 13.07% of AIZ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in Assurant shares.
AIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Assurant | 98.48% | 0.71% | 0.81% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Property & Casualty Insurance Stocks | 69.46% | 16.35% | 14.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.65M | 13.07% | $1.60B |
| Blackrock funding, inc. /de | 5.01M | 10.08% | $1.35B |
| Blackrock | 5.02M | 9.56% | $834.49M |
| Bank of new york mellon | 4.73M | 9.51% | $1.27B |
| Vanguard capital management | 3.24M | 6.51% | $869.21M |
| State street | 2.54M | 5.11% | $682.58M |
| T. rowe price investment management | 2.43M | 4.88% | $651.78M |
| Geode capital management | 1.42M | 2.85% | $379.92M |
| Invesco | 1.23M | 2.47% | $329.41M |
| Dimensional fund advisors lp | 1.20M | 2.41% | $322.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gillson capital lp | 464.52K | 7.35% | $124.74M |
| Lyrical asset management lp | 582.80K | 1.99% | $156.50M |
| Hallmark capital management | 98.31K | 1.53% | $26.40M |
| Edmp | 6.20K | 1.34% | $1.67M |
| Advantage alpha capital partners lp | 19.43K | 1.27% | $4.21M |
| Cascade investment advisors | 7.99K | 1.17% | $2.15M |
| Mountain pacific investment advisers inc/id | 27.17K | 1.15% | $7.30M |
| Dean capital management | 11.24K | 1.09% | $3.02M |
| Dividend assets capital | 19.63K | 1.02% | $5.27M |
| Globeflex capital l p | 25.43K | 0.87% | $6.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.01M | 0.02% | 1.06M |
| Norges bank | 651.73K | 0.02% | 651.73K |
| Bank of america corp /de/ | 1.00M | 0.02% | 642.91K |
| Sixth street partners management company | 465.24K | 0.02% | 465.24K |
| Arrowstreet capital, limited partnership | 477.03K | 0.06% | 318.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 2.43M | 0.43% | -844.82K |
| Select equity group | - | - | -348.61K |
| Blackrock | 5.02M | 0.02% | -219.52K |
| Adage capital partners gp | 184.14K | 0.07% | -160.50K |
| Nordea investment management ab | 512.61K | 0.11% | -149.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 651.73K | 0.02% | 651.73K | $175.01M |
| Sixth street partners management company | 465.24K | 0.02% | 465.24K | $124.93M |
| Azora capital lp | 38.01K | 0.43% | 38.01K | $10.21M |
| Trexquant investment lp | 34.13K | 0.05% | 34.13K | $9.17M |
| Ofi invest asset management | 34.00K | 0.08% | 34.00K | $7.99M |
Sold Out
| Holder | Change |
|---|---|
| Colonial trust advisors | -1.00 |
| Hhm wealth advisors | -1.00 |
| Creative financial designs inc /adv | -1.00 |
| Financial gravity asset management | -2.00 |
| Johnson financial group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 617 | 3.52% | 48,949,163 | 3.92% | 98 | 1.12% | 332 | 13.70% | 189 | -5.50% |
| Mar 31, 2026 | 578 | 2.66% | 46,398,307 | -3.21% | 92 | 1.01% | 279 | -6.06% | 198 | 8.20% |
| Dec 31, 2025 | 211 | -60.78% | 10,109,787 | -78.46% | 19 | 0.24% | 112 | -59.71% | 60 | -68.75% |
| Sep 30, 2025 | 249 | -53.89% | 17,327,225 | -62.67% | 33 | 0.41% | 131 | -48.22% | 80 | -62.79% |
| Jun 30, 2025 | 543 | -3.89% | 48,033,469 | -1.51% | 93 | 1.04% | 253 | -12.15% | 218 | 19.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.64M | 3.23% | 1.17K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.58M | 3.20% | 4.22K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.57M | 3.17% | -9.20K |
| Vanguard Total Stock Mkt Idx Inv | 1.57M | 3.17% | -9.20K |
| Vanguard Institutional 500 Index Trust | 1.46M | 2.88% | 9.27K |
| Vanguard 500 Index Investor | 1.30M | 2.64% | 13.44K |
| T. Rowe Price Mid-Cap Growth | 1.28M | 2.58% | -272.24K |
| T. Rowe Price US Mid-Cap Growth Equity | 1.28M | 2.58% | -272.91K |
| BNY Mellon Dynamic Value Fund A | 1.19M | 2.39% | -32.42K |
| Vanguard Small Cap Index | 1.14M | 2.31% | 2.62K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2026 | Biju Nair | EVP, Pres, Global Conn Living | Sell | $1.19M |
| Jun 22, 2026 | Lonergan Robert | EVP, CSTO | Sell | $1.84M |
| May 26, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | Sell | $511.36K |
| May 15, 2026 | MEIER KEITH | EVP, Chief Financial Officer | Sell | $6.36M |
| May 14, 2026 | Rosenblum Jay | EVP, Chief Legal Officer | Sell | $503.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 3 |
AIZ Ownership FAQ
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