ASSURANT, INC. - COMMON STOCK (AIZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AIZ on NYSE
Shares outstanding
50,303,583
Price per share
$237.05
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
47,828,499
Total reported value
$11,516,470,040
% of total 13F portfolios
0%
Share change
+433,987
Value change
+$112,628,907
Number of holders
554
Price from insider filings
$237.05
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ASSURANT, INC. - COMMON STOCK (AIZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 10% +3% $1,153,080,795 +$18,331,518 5,091,314 +1.6% Bank of New York Mellon Corp 30 Nov 2025
T. Rowe Price Investment Management, Inc. 7.2% -16% $856,569,417 -$179,565,700 3,621,858 -17% T. Rowe Price Investment Management, Inc. 31 Dec 2025
BlackRock, Inc. 6.3% -21% $630,682,538 -$168,496,296 3,193,491 -21% BlackRock, Inc. 30 Jun 2025
STATE STREET CORP 6% $588,953,431 3,048,571 STATE STREET CORPORATION 31 Mar 2025

As of 31 Dec 2025, 554 institutional investors reported holding 47,828,499 shares of ASSURANT, INC. - COMMON STOCK (AIZ). This represents 95% of the company’s total 50,303,583 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ASSURANT, INC. - COMMON STOCK (AIZ) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 6,646,106 +0.13% 0.02% $1,600,714,630
Bank of New York Mellon Corp 10% 5,040,347 +0.6% 0.21% $1,213,967,557
BlackRock, Inc. 7.9% 3,975,690 +0.28% 0.02% $957,544,966
T. Rowe Price Investment Management, Inc. 7.2% 3,621,858 -6.2% 0.55% $872,325,000
STATE STREET CORP 5.1% 2,571,415 -4.2% 0.02% $619,325,303
GEODE CAPITAL MANAGEMENT, LLC 2.7% 1,372,744 +0.19% 0.02% $330,071,562
FMR LLC 2.6% 1,322,968 +32% 0.02% $318,636,870
Invesco Ltd. 2.1% 1,067,466 -4.6% 0.04% $257,099,255
PRICE T ROWE ASSOCIATES INC /MD/ 2.1% 1,063,433 -8.2% 0.03% $256,129,000
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.9% 955,577 -5% 0.07% $230,150,721
DIMENSIONAL FUND ADVISORS LP 1.8% 919,639 +6.6% 0.05% $221,499,570
FULLER & THALER ASSET MANAGEMENT, INC. 1.4% 697,555 +7.7% 0.57% $168,006,059
NORGES BANK 1.3% 670,848 0.02% $161,573,741
LYRICAL ASSET MANAGEMENT LP 1.3% 666,694 -4.5% 2.3% $160,573,250
MORGAN STANLEY 1.3% 640,431 +5.2% 0.01% $154,248,116
NORTHERN TRUST CORP 1.2% 624,076 -5.7% 0.02% $150,308,705
NORDEA INVESTMENT MANAGEMENT AB 1.2% 585,106 -12% 0.12% $141,525,439
FIRST TRUST ADVISORS LP 1.2% 579,426 -5.5% 0.1% $139,554,841
VOYA INVESTMENT MANAGEMENT LLC 1.1% 567,979 +26% 0.13% $136,478,176
FIL Ltd 0.99% 499,546 +0.04% 0.09% $120,315,654
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.9% 453,209 -0.29% 0.02% $109,155,388
SCHRODER INVESTMENT MANAGEMENT GROUP 0.88% 443,875 +3.5% 0.08% $106,907,294
WELLINGTON MANAGEMENT GROUP LLP 0.83% 418,146 +5.5% 0.02% $100,710,465
FIRST MANHATTAN CO. LLC. 0.82% 414,642 +3.5% 0.26% $99,866,526
Qube Research & Technologies Ltd 0.81% 409,690 -10% 0.14% $98,673,837

Institutional Holders of ASSURANT, INC. - COMMON STOCK (AIZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 47,828,499 $11,516,470,040 +$112,628,907 $240.85 554
2025 Q3 46,930,415 $10,164,216,007 -$221,501,253 $216.60 534
2025 Q2 48,038,176 $9,486,550,740 -$143,171,503 $197.49 541
2025 Q1 48,766,962 $10,223,665,246 -$1,786,752 $209.75 557
2024 Q4 48,834,082 $10,411,047,810 -$27,638,534 $213.22 563
2024 Q3 48,803,357 $9,702,692,876 -$60,382,331 $198.86 517
2024 Q2 49,113,291 $8,166,096,248 +$76,144,498 $166.25 515
2024 Q1 48,803,592 $9,182,051,370 +$25,178,861 $188.24 505
2023 Q4 48,675,397 $8,198,940,971 -$159,927,415 $168.49 483
2023 Q3 49,570,675 $7,118,473,304 -$59,747,392 $143.58 418
2023 Q2 50,101,549 $6,295,367,855 -$10,703,575 $125.72 409
2023 Q1 50,150,123 $6,019,304,389 -$62,062,421 $120.07 409
2022 Q4 50,820,656 $6,374,486,005 -$118,212,211 $125.06 420
2022 Q3 51,599,072 $7,500,022,969 -$742,548,569 $145.27 420
2022 Q2 50,770,740 $8,771,049,613 -$75,953,536 $172.85 444
2022 Q1 51,013,617 $9,272,887,593 -$252,035,425 $181.83 419
2021 Q4 52,783,763 $8,222,654,316 -$255,494,012 $155.86 407
2021 Q3 54,290,319 $8,561,371,833 -$418,510,455 $157.75 409
2021 Q2 56,957,930 $8,891,235,864 -$92,418,232 $156.18 399
2021 Q1 57,528,962 $8,152,744,529 +$236,095,868 $141.77 392
2020 Q4 55,963,102 $7,618,450,639 -$53,240,244 $136.22 413
2020 Q3 56,395,741 $6,840,787,637 -$54,001,141 $121.31 373
2020 Q2 57,010,747 $5,885,036,621 +$12,169,945 $103.29 363
2020 Q1 56,775,667 $5,908,910,217 -$57,466,696 $104.09 363
2019 Q4 57,287,814 $7,508,667,279 -$30,516,815 $131.08 384
2019 Q3 57,553,920 $7,240,506,519 +$79,609,039 $125.82 374
2019 Q2 56,991,360 $6,062,855,837 +$13,088,708 $106.38 364
2019 Q1 57,459,825 $5,453,302,104 -$41,261,536 $94.91 387
2018 Q4 58,312,959 $5,215,409,873 -$93,299,405 $89.44 361
2018 Q3 59,008,219 $6,368,221,366 -$18,063,862 $107.95 365
2018 Q2 59,241,950 $6,130,960,668 +$983,356,137 $103.49 364
2018 Q1 49,882,483 $4,559,417,315 +$81,665,087 $91.41 372
2017 Q4 48,987,258 $4,936,908,813 -$35,116,714 $100.84 370
2017 Q3 49,249,099 $4,706,341,088 -$33,359,131 $95.52 368
2017 Q2 49,563,048 $5,139,186,355 -$95,392,176 $103.69 358
2017 Q1 51,092,646 $4,888,068,453 +$258,752,418 $95.67 338
2016 Q4 52,004,517 $4,827,150,855 -$239,323,406 $92.86 342
2016 Q3 54,476,482 $5,021,747,225 -$227,939,996 $92.25 343
2016 Q2 57,618,629 $4,972,738,794 -$210,848,976 $86.31 373
2016 Q1 60,038,380 $4,631,554,035 -$165,266,358 $77.15 342
2015 Q4 62,237,301 $5,013,228,244 -$98,765,641 $80.54 350
2015 Q3 63,480,291 $5,019,186,294 +$95,894,912 $79.01 333
2015 Q2 62,274,359 $4,172,753,585 +$8,879,477 $67.00 293
2015 Q1 62,246,914 $3,823,315,445 -$186,938,105 $61.41 310
2014 Q4 65,159,226 $4,458,041,717 -$159,374,608 $68.43 342
2014 Q3 67,257,437 $4,324,680,704 -$95,148,889 $64.30 320
2014 Q2 68,730,493 $4,505,103,399 -$77,860,473 $65.55 329
2014 Q1 69,779,549 $4,532,133,163 +$122,045,142 $64.96 321