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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
VSQM
376
V-Square Quantitative Management
Illinois
$280K
SWA
377
Sax Wealth Advisors
New Jersey
$278K
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$269K +$21.2K +93 +8%
TPCW
379
TD Private Client Wealth
New York
$267K +$228 +1 +0.1%
QCG
380
Quadrant Capital Group
Ohio
$266K -$61.8K -271 -18%
RFC
381
Regions Financial Corp
Alabama
$263K -$14.8K -65 -5%
ETC
382
Exchange Traded Concepts
Oklahoma
$262K +$26.9K +118 +11%
FFB
383
First Financial Bankshares
Texas
$259K -$62.5K -274 -19%
RAM
384
Ramirez Asset Management
New York
$257K
XT
385
XTX Topco
Cayman Islands
$257K +$269K +1,178 New
Vontobel Holding
386
Vontobel Holding
Switzerland
$256K
CFO
387
Callan Family Office
Pennsylvania
$252K -$5.24K -23 -2%
GWP
388
Gateway Wealth Partners
Wisconsin
$251K +$263K +1,154 New
AWP
389
Abacus Wealth Partners
California
$251K +$5.93K +26 +2%
WCM Investment Management
390
WCM Investment Management
California
$247K +$47K +206 +22%
CFP
391
Catalyst Financial Partners
Massachusetts
$245K +$2.96K +13 +1%
BPA
392
Beacon Pointe Advisors
California
$245K +$257K +1,126 New
CA
393
Claro Advisors
Massachusetts
$244K +$255K +1,118 New
SHFA
394
SC&H Financial Advisors
Maryland
$242K
Capstone Investment Advisors
395
Capstone Investment Advisors
New York
$240K +$251K +1,103 New
LI
396
LRI Investments
Florida
$235K -$2.74K -12 -1%
SRL
397
Scientech Research LLC
New Jersey
$235K +$246K +1,078 New
CWM
398
Calamos Wealth Management
Illinois
$234K +$5.02K +22 +2%
CAM
399
Cresset Asset Management
Illinois
$232K +$456 +2 +0.2%
JWCA
400
J.W. Cole Advisors
Florida
$231K -$31.5K -138 -11%