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Assurant

578 hedge funds and large institutions have $10.2B invested in Assurant in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 203 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

2% more funds holding

Funds holding: 564578 (+14)

3% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 197

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.28% less ownership

Funds ownership: 95.84%94.56% (-1.3%)

11% less capital invested

Capital invested by funds: $11.6B → $10.2B (-$1.32B)

29% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $11.5M

Holders
578
Holders Change
+14
Holders Change %
+2.48%
% of All Funds
7.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
203
Reduced
197
Closed
56
Calls
$8.12M
Puts
$11.5M
Net Calls
-$3.4M
Net Calls Change
-$7.35M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
301
DnB Asset Management
Norway
$494K +$518K +2,270 New
AWM
302
AE Wealth Management
Kansas
$489K +$511K +2,243 New
KBC Group
303
KBC Group
Belgium
$486K +$34.4K +151 +7%
VI
304
Vestcor Inc
New Brunswick, Canada
$485K +$357K +1,567 +237%
BCP
305
Blackhawk Capital Partners
Wisconsin
$484K +$12.5K +55 +3%
CCM
306
Coldstream Capital Management
Washington
$482K -$51.8K -227 -9%
MFS
307
Mirabella Financial Services
United Kingdom
$480K -$251K -1,101 -33%
DO
308
denkapparat Operations
Germany
$475K
RTC
309
Real Talk Capital
Tennessee
$473K -$15.3K -67 -3%
AMG
310
Asset Management Group
Connecticut
$471K -$54.7K -240 -10%
OF
311
Optimize Financial
California
$465K -$5.93K -26 -1%
P
312
&Partners
Tennessee
$465K +$22.6K +99 +5%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$459K +$481K +2,108 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$457K -$6.16K -27 -1%
Empower Advisory Group
315
Empower Advisory Group
Colorado
$454K -$614K -2,691 -56%
MSE
316
MUFG Securities EMEA
United Kingdom
$447K -$1.83M -8,027 -80%
LAM
317
LECAP Asset Management
United Kingdom
$445K +$465K +2,041 New
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$443K +$257K +1,127 +125%
CA
319
Clearstead Advisors
Ohio
$439K -$24.9K -109 -5%
RWM
320
Ritholtz Wealth Management
New York
$429K +$18.7K +82 +4%
UCFA
321
United Capital Financial Advisors
Texas
$427K +$6.16K +27 +1%
OAC
322
OMERS Administration Corp
Ontario, Canada
$419K
EF
323
Empirical Finance
Pennsylvania
$414K -$684 -3 -0.2%
SA
324
Sanctuary Advisors
Indiana
$413K -$21.9K -96 -5%
US Bancorp
325
US Bancorp
Minnesota
$409K -$26.9K -118 -6%