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Assurant

606 hedge funds and large institutions have $13B invested in Assurant in 2026 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 226 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

541% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $3.09M

52% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 65

27% more capital invested

Capital invested by funds: $10.2B → $13B (+$2.8B)

16% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 195

4% more funds holding

Funds holding: 582606 (+24)

3.47% more ownership

Funds ownership: 94.57%98.05% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
606
Holders Change
+24
Holders Change %
+4.12%
% of All Funds
7.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
99
Increased
226
Reduced
195
Closed
65
Calls
$19.8M
Puts
$3.09M
Net Calls
+$16.7M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
476
Zions Bancorporation, National Association
Utah
$35.2K -$731 -3 -2%
MP
477
McDonald Partners
Ohio
$34.9K +$31.7K +130 New
LFG
478
Larson Financial Group
Missouri
$34.2K +$22.7K +93 +274%
AT
479
Arlington Trust
Alabama
$34.1K +$13.9K +57 +81%
CWP
480
Concord Wealth Partners
Virginia
$33.6K +$30.4K +125 New
KAS
481
Kemnay Advisory Services
New York
$33.3K +$30.2K +124 New
HNB
482
Huntington National Bank
Ohio
$33K +$15.6K +64 +108%
Optiver Holding
483
Optiver Holding
Netherlands
$30.9K +$28K +115 New
FB
484
First Bancorp
Maine
$30.6K +$27.8K +114 New
RCM
485
Raleigh Capital Management
North Carolina
$30.2K
AG
486
AmeriFlex Group
Nevada
$29.5K -$30.4K -125 -53%
JWM
487
JPL Wealth Management
Colorado
$27.4K
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$26.6K
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$26K
ST
490
Smithfield Trust
Pennsylvania
$25K
HFS
491
Hantz Financial Services
Michigan
$25K +$2.92K +12 +15%
CFO
492
CVA Family Office
Colorado
$24.2K +$1.71K +7 +8%
CA
493
Continuum Advisory
Idaho
$23.1K +$20.9K +86 New
CFFP
494
Center for Financial Planning
Michigan
$20.1K
GBT
495
Grove Bank & Trust
Florida
$20.1K
IA
496
IFP Advisors
Florida
$20.1K
JWA
497
JFS Wealth Advisors
Pennsylvania
$18.3K +$487 +2 +3%
CA
498
CoreCap Advisors
Michigan
$18K +$487 +2 +3%
FFO
499
Fortitude Family Office
Arizona
$18K +$1.46K +6 +10%
PB
500
Pinnacle Bancorp
Nebraska
$17.5K +$15.8K +65 New

AIZ Hedge Fund Activity: Q2 2026 in Review

606 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2026, worth a combined $13B — up 27% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AIZ positions and 65 closed out — a net gain of 34 holders — while 226 added to existing stakes and 195 trimmed.

The largest buyer was BlackRock, adding an estimated $259M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $206M.

  • 606 institutional investors held Assurant (AIZ) as of Q2 2026, up from 582 in Q1 2026.
  • Funds reported $13B of Assurant stock for Q2 2026, up 27% quarter-over-quarter.
  • 99 funds opened new Assurant positions in Q2 2026 and 65 closed out, a net change of +34 holders.
  • The largest Assurant buyer in Q2 2026 was BlackRock, an estimated $259M added.
  • The largest Assurant seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.