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Assurant
AIZ

Overview Fund Activity

539 hedge funds and large institutions have $9.48B invested in Assurant in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 219 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-19
Holders Change %
-3.41%
% of All Funds
7.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
182
Reduced
219
Closed
82
Calls
$11.7M
Puts
$935K
Net Calls
+$10.8M
Net Calls Change
+$5.37M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$102M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.9M
3
JAM
Jupiter Asset Management
United Kingdom
+$65M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.3M
5
WP
Woodline Partners
California
+$44.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$153M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$81.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$75.6M
4
Invesco
Invesco
Georgia
-$60M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
476
Fortitude Family Office
Arizona
$10.5K +$2.57K +13 +33%
DWM
477
Dogwood Wealth Management
Kansas
$10.3K +$10.3K +54 New
CT
478
Clearstead Trust
Maine
$10.1K -$2.17K -11 -18%
LFG
479
Larson Financial Group
Missouri
$9.97K +$5.58K +28 +127%
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.88K -$176K -892 -95%
RFS
481
Richardson Financial Services
Massachusetts
$9.29K -$46.8K -237 -83%
CAL
482
Capital Advisors Ltd
Ohio
$9K – – –
NC
483
North Capital
Utah
$8.89K – – –
UB
484
UMB Bank
Missouri
$6.91K -$7.9K -40 -53%
SSG
485
Summit Securities Group
New York
$6.72K +$6.72K +34 New
GBT
486
Grove Bank & Trust
Florida
$6.52K +$395 +2 +6%
TPWA
487
Twin Peaks Wealth Advisors
California
$6.07K +$6.07K +29 New
PWMG
488
Prestige Wealth Management Group
New Jersey
$5.33K -$2.77K -14 -34%
NAAA
489
New Age Alpha Advisors
New York
$5.33K – – –
VNA
490
Valley National Advisers
Pennsylvania
$5K – – –
WIM
491
Westside Investment Management
California
$4.94K – – –
MCM
492
Manchester Capital Management
Vermont
$4.74K -$69.9K -354 -94%
BGAI
493
Bruce G. Allen Investments
Colorado
$4.74K -$790 -4 -14%
MCM
494
MV Capital Management
Maryland
$4.74K – – –
WA
495
Whipplewood Advisors
Colorado
$4.35K -$12.2K -62 -74%
WA
496
WPG Advisers
Maryland
$3.95K -$198 -1 -5%
RIL
497
Rothschild Investment LLC
Illinois
$3.95K +$1.98K +10 +100%
SO
498
Sierra Ocean
California
$3.37K – – –
BIA
499
Bell Investment Advisors
California
$3.36K – – –
MPW
500
MASECO Private Wealth
$3.17K +$3.17K +16 New
18 19
20
21 22