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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
RFG
451
REAP Financial Group
Texas
$42.5K +$1.82K +8 +4%
CH
452
Cromwell Holdings
Wyoming
$36.2K
SAM
453
Smartleaf Asset Management
Massachusetts
$34.4K +$1.14K +5 +3%
OL
454
OneFund LLC
Florida
$29.6K -$2.96K -13 -9%
ZBNA
455
Zions Bancorporation, National Association
Utah
$29.2K -$22.3K -98 -42%
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$29K -$15.7K -69 -34%
UB
457
UMB Bank
Missouri
$25.5K -$10K -44 -27%
SFG
458
Strive Financial Group
Indiana
$25K +$3.42K +15 +15%
RCM
459
Raleigh Capital Management
North Carolina
$24.7K
TFA
460
Transamerica Financial Advisors
Florida
$23.6K +$12.8K +56 +108%
JWM
461
JPL Wealth Management
Colorado
$22.2K +$23.3K +102 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$21.6K
PWPS
463
Pinnacle Wealth Planning Services
Ohio
$21.1K +$228 +1 +1%
ST
464
Smithfield Trust
Pennsylvania
$21K
EI
465
EFG International
$18.9K -$132K -578 -87%
CFO
466
CVA Family Office
Colorado
$18.1K +$18.9K +83 New
HFS
467
Hantz Financial Services
Michigan
$18K +$7.07K +31 +61%
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$17.2K -$1.14K -5 -6%
CFFP
469
Center for Financial Planning
Michigan
$16.3K
GBT
470
Grove Bank & Trust
Florida
$16.3K
IA
471
IFP Advisors
Florida
$16.3K
AT
472
Arlington Trust
Alabama
$15.2K +$2.96K +13 +23%
JWA
473
JFS Wealth Advisors
Pennsylvania
$14.4K -$1.14K -5 -7%
CA
474
CoreCap Advisors
Michigan
$14.2K
CWM
475
Copia Wealth Management
Oregon
$13.5K