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
HNB
476
Huntington National Bank
Ohio
$12.9K
MCM
477
Manchester Capital Management
Vermont
$12.6K
AAG
478
Accordant Advisory Group
Maryland
$12.2K
SFS
479
Sunrise Financial Services
Washington
$10.9K
OCWP
480
Owl Creek Wealth Partners
Colorado
$10.9K
LWM
481
Lodestone Wealth Management
Washington
$10.5K
KFAS
482
Keating Financial Advisory Services
Kansas
$10.2K
TPWA
483
Twin Peaks Wealth Advisors
California
$10K
CAL
484
Capital Advisors Ltd
Ohio
$10K
CPG
485
Cornerstone Planning Group
New Jersey
$9.49K
PTC
486
Private Trust Company
Ohio
$9.37K
SFCL
487
Strengthening Families & Communities LLC
Massachusetts
$8.2K
SEP
488
Signature Equity Partners
Ohio
$7.98K
SWP
489
Strategic Wealth Partners
Ohio
$7.84K
AF
490
Alerus Financial
North Dakota
$7.62K
LFG
491
Larson Financial Group
Missouri
$7.51K
EIA
492
Eldridge Investment Advisors
New Hampshire
$6.97K
CMA
493
Cedar Mountain Advisors
Oregon
$6.53K
BW
494
Basepoint Wealth
Iowa
$6.32K
VNA
495
Valley National Advisers
Pennsylvania
$6K
RFS
496
Richardson Financial Services
Massachusetts
$5.88K
RIL
497
Rothschild Investment LLC
Illinois
$5.88K
PWMG
498
Prestige Wealth Management Group
New Jersey
$5.88K
PIS
499
POM Investment Strategies
North Carolina
$5.66K
SRCM
500
Signature Resources Capital Management
California
$5.66K