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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
CWM
501
Copia Wealth Management
Oregon
$16.6K
APW
502
Aventura Private Wealth
Florida
$16.1K
CTC
503
Cetera Trust Company
Minnesota
$16.1K
MCM
504
Manchester Capital Management
Vermont
$15.6K
CIEC
505
Crédit Industriel et Commercial
France
$15.3K -$95.7K -393 -87%
AAG
506
Accordant Advisory Group
Maryland
$15K
PTC
507
Private Trust Company
Ohio
$14K +$2.19K +9 +21%
APFP
508
Action Point Financial Planning
Michigan
$13.4K +$13.2K +54 New
OCWP
509
Owl Creek Wealth Partners
Colorado
$13.4K
SFS
510
Sunrise Financial Services
Washington
$13.4K
KFAS
511
Keating Financial Advisory Services
Kansas
$13.4K +$731 +3 +6%
DWM
512
Dogwood Wealth Management
Kansas
$13.4K +$8.77K +36 +257%
WPA
513
West Paces Advisors
Georgia
$12.9K +$11.7K +48 New
CAL
514
Capital Advisors Ltd
Ohio
$12K
BF
515
BOK Financial
Oklahoma
$11.8K +$10.7K +44 New
LWM
516
Lodestone Wealth Management
Washington
$11.3K -$1.46K -6 -13%
BW
517
Basepoint Wealth
Iowa
$11.3K +$3.17K +13 +45%
SEP
518
Signature Equity Partners
Ohio
$10.4K +$487 +2 +5%
FDW
519
Fourth Dimension Wealth
Ohio
$10.2K +$9.26K +38 New
RFS
520
Richardson Financial Services
Massachusetts
$10.2K +$2.68K +11 +41%
SFCL
521
Strengthening Families & Communities LLC
Massachusetts
$10.1K
AA
522
Addison Advisors
Vermont
$9.67K +$3.17K +13 +57%
SWP
523
Strategic Wealth Partners
Ohio
$9.67K
AF
524
Alerus Financial
North Dakota
$9.4K
TCOV
525
Trust Company of Vermont
Vermont
$9.13K +$8.28K +34 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.