AIZ icon

Assurant

574 hedge funds and large institutions have $10.2B invested in Assurant in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 200 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

1.3% less ownership

Funds ownership: 95.82%94.52% (-1.3%)

11% less capital invested

Capital invested by funds: $11.5B → $10.2B (-$1.32B)

29% less call options, than puts

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

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.12M
Puts
$11.5M
Net Calls
Net Calls Change

Top Buyers

1 +$60.7M
2 +$58.3M
3 +$46.9M
4
Invesco
Invesco
Georgia
+$36.2M
5
JG
Jain Global
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
451
OneFund LLC
Florida
$29.6K
ZBNA
452
Zions Bancorporation, National Association
Utah
$29.2K
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$29K
UB
454
UMB Bank
Missouri
$25.5K
SFG
455
Strive Financial Group
Indiana
$25K
RCM
456
Raleigh Capital Management
North Carolina
$24.7K
TFA
457
Transamerica Financial Advisors
Florida
$23.6K
JWM
458
JPL Wealth Management
Colorado
$22.2K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$21.6K
PWPS
460
Pinnacle Wealth Planning Services
Ohio
$21.1K
ST
461
Smithfield Trust
Pennsylvania
$21K
EI
462
EFG International
$18.9K
CFO
463
CVA Family Office
Colorado
$18.1K
HFS
464
Hantz Financial Services
Michigan
$18K
Kayne Anderson Rudnick Investment Management
465
Kayne Anderson Rudnick Investment Management
California
$17.2K
CFFP
466
Center for Financial Planning
Michigan
$16.3K
GBT
467
Grove Bank & Trust
Florida
$16.3K
IA
468
IFP Advisors
Florida
$16.3K
AT
469
Arlington Trust
Alabama
$15.2K
JWA
470
JFS Wealth Advisors
Pennsylvania
$14.4K
CA
471
CoreCap Advisors
Michigan
$14.2K
CWM
472
Copia Wealth Management
Oregon
$13.5K
FFO
473
Fortitude Family Office
Arizona
$13.3K
CTC
474
Cetera Trust Company
Minnesota
$13.1K
APW
475
Aventura Private Wealth
Florida
$13.1K