Assurant

AIZ • NYSE

Assurant is a insurance - specialty company in the financial services sector on NYSE, with a market cap of $11.5B. As of Q3 2025, 93% of shares are held by 523 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.15%.

Market Cap$11.5B

Insurance - Specialty

Financial Services

Employees13.6K

Websiteassurant.com

Country

United States of America

Overview

Overview of institutional ownership in AIZ as of Q3 2025 with a market cap of $10.9B

All Institutions

Institutions: 523
Value Held: $10.2B
Shares Held: 46.9M
Avg Position: $19.4M
Median Position: $698.8K

Hedge Funds

Hedge Funds: 39
Value Held: $388.4M
Shares Held: 1.8M
Avg Position: $10.0M
Median Position: $4.2M

Ownership Breakdown

Institutional (non-HF)

89.47%

$9.8B

Hedge Funds

3.55%

$388.4M

Retail & Other

6.97%

$762.2M

Based on market cap of $10.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AIZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.4B 0.02% of portfolio	13.15% 6.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Bank of New York Mellon Corp Institution	Robin Vince CEO	$1.1B 0.20% of portfolio	9.93% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
B BlackRock, Inc. Institution	-	$858.7M 0.02% of portfolio	7.86% 4.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$836.2M 0.52% of portfolio	7.65% 3.9M shares	Q3 2022 Held for 3y 2m	$161.58B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$581.5M 0.02% of portfolio	5.32% 2.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$296.2M 0.02% of portfolio	2.72% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$250.8M 0.03% of portfolio	2.29% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$242.4M 0.04% of portfolio	2.22% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$217.8M 0.07% of portfolio	1.99% 1.0M shares	Q4 2017 Held for 7y 11m	$322.72B
FMR LLC Institution	-	$217.4M 0.01% of portfolio	1.99% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T

Net Capital Flow

Institutional buying and selling activity for AIZ in Q3 2025

Traded: −$50.0M
Buyers: 270
Sellers: 259
Total Bought: +$819.0M
Total Sold: −$868.9M
Avg Position: $17.1M

Biggest Buyers

Institution	Net Bought	Current Position
Bank of New York Mellon Corp Institution	+$207.8M +959.3K shares	$1.1B 5.0M shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	+$85.4M +394.7K shares	$97.9M 452.3K shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	+$73.8M +340.8K shares	$140.3M 647.9K shares
NORDEA INVESTMENT MANAGEMENT AB Institution	+$32.6M +150.9K shares	$143.6M 665.7K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$24.5M +113.2K shares	$186.8M 862.5K shares
D DEPRINCE RACE & ZOLLO INC Long Only Manager	+$22.9M +106.0K shares	$22.9M 106.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$22.7M +105.0K shares	$27.3M 126.1K shares
LORD, ABBETT & CO. LLC Long Only Manager	+$20.4M +94.3K shares	$20.4M 94.3K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$18.6M +85.8K shares	$18.9M 87.3K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$18.2M +84.2K shares	$18.2M 84.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$76.0M −352.0K shares	$24.7M 114.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$59.5M −274.9K shares	$31.3M 144.6K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$51.9M −239.5K shares	$217.8M 1.0M shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$40.2M −185.5K shares	$6.7M 30.9K shares
Q Qube Research & Technologies Ltd Institution	−$36.1M −166.8K shares	$98.5M 455.0K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$29.9M −138.0K shares	$836.2M 3.9M shares
VANGUARD GROUP INC Institution	−$29.8M −137.7K shares	$1.4B 6.6M shares
GLOBEFLEX CAPITAL L P Long Only Manager	−$27.4M −126.5K shares	$5.2M 23.9K shares
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	−$26.0M −120.1K shares	$6.8M 31.4K shares
J JANE STREET GROUP, LLC Institution	−$23.9M −110.6K shares	$33.1M 152.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AIZ in Q3 2025

New Positions: 30
New Value: $36.3M
Exited Positions: 69
Exited Value: $93.5M

New Positions

Institution	Position Value
D DEPRINCE RACE & ZOLLO INC Long Only Manager	$22.9M 106.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$5.2M 23.9K shares
E Elo Mutual Pension Insurance Co Institution	$2.6M 11.9K shares
Portfolio Design Labs, LLC RIA/Wealth	$1.3M 6.1K shares
A Ascent Group, LLC Institution	$1.1M 5.3K shares
Empower Advisory Group, LLC RIA/Wealth	$524.2K 2.4K shares
D DRW Securities, LLC Institution	$485.5K 2.2K shares
FIRST FINANCIAL BANKSHARES INC Institution	$441.0K 2.0K shares
S SageView Advisory Group, LLC RIA/Wealth	$265.0K 1.2K shares
C Camden Capital, LLC RIA/Wealth	$233.7K 1.1K shares

Exited Positions

Institution	Previous Position
B BNP Paribas Investment Partners S.A. Institution	$13.7M 69.5K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$12.0M 60.8K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$11.7M 59.1K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$7.1M 35.7K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$4.8M 24.4K shares
A AMF Pensionsforsakring AB Institution	$4.2M 21.1K shares
Strategic Global Advisors, LLC Long Only Manager	$3.6M 18.3K shares
S SHELL ASSET MANAGEMENT CO Institution	$3.4M 17.0K shares
Y Y-Intercept Ltd Institution	$2.8M 14.3K shares
Blueshift Asset Management, LLC Hedge Fund•Quant	$2.1M 10.7K shares

Options Activity

Institutions with the largest Call and Put options positions in AIZ as of Q3 2025

Call Positions: 5
Call Value: $9.8M
Put Positions: 3
Put Value: $563.2K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.2M 378.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 76.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
P PUFF WEALTH MANAGEMENT, LLC Institution	- - contracts
BANK OF MONTREAL /CAN/ Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$563.2K 26.0 contracts
Creative Planning RIA/Wealth	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with AIZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G Gillson Capital LP Hedge Fund•Long/Short	Daniel Bartlett Johnson Founder	4.50% $52.0M	0.48% 240.0K shares	Q4 2023 Held for 1y 11m	$1.2B
LYRICAL ASSET MANAGEMENT LP Private Equity	Andrew Brian Wellington CIO	2.13% $151.3M	1.38% 698.4K shares	≤ Q2 2013 Held for 12y 5m+	$7.1B
DIVIDEND ASSET CAPITAL, LLC RIA/Wealth	James Glenn Haley CEO	1.92% $11.0M	0.10% 50.7K shares	Q4 2020 Held for 4y 11m	$570.3M
HALLMARK CAPITAL MANAGEMENT INC RIA/Wealth	Michael Zaremsky President	1.37% $20.8M	0.19% 95.9K shares	Q1 2019 Held for 6y 8m	$1.5B
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	1.27% $4.2M	0.04% 19.4K shares	Q1 2023 Held for 2y 8m	$331.9M
E EDMP, INC. RIA/Wealth	Julie Cycenas Carnevale President	1.20% $1.5M	0.01% 7.0K shares	Q4 2022 Held for 2y 11m	$126.2M
S Shay Capital LLC Institution	-	1.10% $6.1M	0.06% 28.0K shares	Q4 2020 Held for 4y 11m	$548.9M
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	William John Palumbo CEO	1.07% $6.8M	0.06% 31.4K shares	Q3 2019 Held for 6y 2m	$639.0M
Cascade Investment Advisors, Inc. RIA/Wealth	Michelle H Rand CCO	1.03% $1.7M	0.02% 7.8K shares	Q3 2024 Held for 1y 2m	$165.1M
STONERIDGE INVESTMENT PARTNERS LLC Long Only Manager	Steven Leroy Sanders CEO	0.92% $1.3M	0.01% 6.1K shares	Q2 2020 Held for 5y 5m	$144.0M