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Assurant

558 hedge funds and large institutions have $10.3B invested in Assurant in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
217
Reduced
182
Closed
62
Calls
$7.13M
Puts
$1.74M
Net Calls
+$5.39M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
451
Wilmington Savings Fund Society
Delaware
$59.2K +$12.2K +58 +26%
EWA
452
EverSource Wealth Advisors
Alabama
$55.2K -$21.2K -101 -28%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$54.7K +$1.47K +7 +3%
MCM
454
MAI Capital Management
Ohio
$53.7K -$1.05K -5 -2%
AG
455
AmeriFlex Group
Nevada
$49.3K
BIG
456
Brooklyn Investment Group
New York
$46.8K +$4.41K +21 +10%
WF
457
Wayfinding Financial
Washington
$46K +$46K +224 New
AGWCA
458
Annis Gardner Whiting Capital Advisors
Florida
$42.6K
MIFH
459
Migdal Insurance & Financial Holdings
Israel
$40K +$12.8K +61 +47%
AF
460
Allworth Financial
California
$39.4K +$5.8K +30 +17%
HNB
461
Huntington National Bank
Ohio
$38.8K -$210 -1 -0.5%
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K
PSFG
463
Park Square Financial Group
Georgia
$37.1K -$6.08K -29 -14%
AssetMark Inc
464
AssetMark Inc
California
$33.8K +$25.6K +122 +313%
CH
465
Cromwell Holdings
Wyoming
$33.6K
PTC
466
Private Trust Company
Ohio
$31.3K +$20.6K +98 +192%
OWP
467
ORG Wealth Partners
Texas
$29.6K -$88.4K -418 -75%
JSAM
468
J. Safra Asset Management
New York
$28.9K +$1.47K +7 +5%
SAM
469
Smartleaf Asset Management
Massachusetts
$28.5K +$825 +4 +3%
ABWM
470
Alpine Bank Wealth Management
Colorado
$28.1K +$28.1K +134 New
HWM
471
Hemington Wealth Management
Virginia
$28K +$3.53K +17 +14%
TWD
472
True Wealth Design
Ohio
$27.3K +$839 +4 +3%
RCM
473
Raleigh Capital Management
North Carolina
$26.7K -$9.26K -44 -26%
CWP
474
Concord Wealth Partners
Virginia
$26.2K
ZBNA
475
Zions Bancorporation, National Association
Utah
$26.2K +$26.2K +125 New