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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
BFM
401
Boothbay Fund Management
New York
$231K +$241K +1,059 New
PFM
402
Patton Fund Management
Texas
$228K
ECSS
403
Eurizon Capital SGR SpA
$225K -$10.9K -48 -4%
CI
404
CX Institutional
Indiana
$219K -$13.9K -61 -6%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$219K -$70.7K -310 -24%
WA
406
WBH Advisory
Maryland
$216K
CPIG
407
Chicago Partners Investment Group
Illinois
$216K +$215K +944 New
CP
408
CenterBook Partners
Connecticut
$216K +$226K +991 New
HNB
409
Hilltop National Bank
Wyoming
$215K +$5.47K +24 +2%
AI
410
Atria Investments
North Carolina
$213K -$17.6K -77 -7%
MGP
411
Metis Global Partners
California
$206K -$28.7K -126 -12%
1C
412
111 Capital
France
$206K +$3.88K +17 +2%
IWP
413
Innova Wealth Partners
Pennsylvania
$205K
AWA
414
Aaron Wealth Advisors
Illinois
$203K -$10.7K -47 -5%
CW
415
CreativeOne Wealth
Kansas
$203K +$212K +932 New
HPC
416
HM Payson & Co
Maine
$192K
C
417
Certuity
Florida
$192K -$45.4K -199 -18%
HI
418
Horizon Investments
North Carolina
$184K +$7.75K +34 +4%
BA
419
Ballast Advisors
Minnesota
$172K -$45.6K -200 -20%
CPCPP
420
Canada Post Corporation Pension Plan
Canada
$171K
ASN
421
Advisory Services Network
Georgia
$144K +$150K +660 New
RAM
422
Resona Asset Management
Japan
$143K
EWA
423
EverSource Wealth Advisors
Alabama
$131K +$17.3K +76 +15%
HIA
424
Harbor Investment Advisory
Maryland
$131K -$28K -123 -17%
TWM
425
TopTier Wealth Management
Wisconsin
$124K +$130K +569 New