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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
FFO
476
Fortitude Family Office
Arizona
$13.3K +$2.96K +13 +27%
CTC
477
Cetera Trust Company
Minnesota
$13.1K
APW
478
Aventura Private Wealth
Florida
$13.1K +$13.7K +60 New
HNB
479
Huntington National Bank
Ohio
$12.9K +$3.19K +14 +31%
MCM
480
Manchester Capital Management
Vermont
$12.6K
AAG
481
Accordant Advisory Group
Maryland
$12.2K +$12.8K +56 New
SFS
482
Sunrise Financial Services
Washington
$10.9K
OCWP
483
Owl Creek Wealth Partners
Colorado
$10.9K +$11.4K +50 New
LWM
484
Lodestone Wealth Management
Washington
$10.5K
KFAS
485
Keating Financial Advisory Services
Kansas
$10.2K +$3.88K +17 +57%
TPWA
486
Twin Peaks Wealth Advisors
California
$10K +$10.5K +46 New
CAL
487
Capital Advisors Ltd
Ohio
$10K -$3.88K -17 -27%
CPG
488
Cornerstone Planning Group
New Jersey
$9.49K +$228 +1 +3%
PTC
489
Private Trust Company
Ohio
$9.37K -$13.9K -61 -59%
SFCL
490
Strengthening Families & Communities LLC
Massachusetts
$8.2K +$228 +1 +3%
SEP
491
Signature Equity Partners
Ohio
$7.98K
SWP
492
Strategic Wealth Partners
Ohio
$7.84K
AF
493
Alerus Financial
North Dakota
$7.62K
LFG
494
Larson Financial Group
Missouri
$7.51K +$4.1K +18 +113%
EIA
495
Eldridge Investment Advisors
New Hampshire
$6.97K +$7.3K +32 New
CMA
496
Cedar Mountain Advisors
Oregon
$6.53K +$6.16K +27 +900%
BW
497
Basepoint Wealth
Iowa
$6.32K -$5.7K -25 -46%
VNA
498
Valley National Advisers
Pennsylvania
$6K
RFS
499
Richardson Financial Services
Massachusetts
$5.88K -$5.93K -26 -49%
RIL
500
Rothschild Investment LLC
Illinois
$5.88K -$2.28K -10 -27%