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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
7.22%
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 %
HFS
501
Hantz Financial Services
Michigan
$3K +$706 +4 +31%
PWMG
502
Private Wealth Management Group
New Jersey
$2.96K – – –
CT
503
Colonial Trust
South Carolina
$2.96K +$987 +5 +50%
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$2.96K +$2.96K +15 New
CTC
505
Central Trust Company
Missouri
$2.57K – – –
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$2.57K – – –
CPG
507
Cornerstone Planning Group
New Jersey
$2.46K +$567 +3 +30%
KWM
508
Kiker Wealth Management
Georgia
$2.37K – – –
AA
509
Addison Advisors
Vermont
$2.37K – – –
SWM
510
Spire Wealth Management
Virginia
$2.18K -$198 -1 -8%
HHMI
511
Howard Hughes Medical Institute
Maryland
$2.17K +$2.17K +11 New
MSWM
512
Mowery & Schoenfeld Wealth Management
Illinois
$1.98K – – –
AAS
513
Ameritas Advisory Services
Nebraska
$1.58K -$231K -1,169 -99%
SIC
514
SJS Investment Consulting
Ohio
$1.58K -$1.19K -6 -43%
SWA
515
SOA Wealth Advisors
New York
$1.49K -$4.83K -26 -76%
RWM
516
Rialto Wealth Management
New York
$1.38K +$790 +4 +133%
RF
517
Rossby Financial
Florida
$1.38K +$197 +1 +17%
TCA
518
Trifecta Capital Advisors
Illinois
$1.19K – – –
NC
519
NewSquare Capital
Pennsylvania
$1.19K +$1.19K +6 New
SC
520
Stephens Consulting
Michigan
$1.19K +$1.19K +6 New
HBW
521
Hazlett, Burt & Watson
West Virginia
$1K +$1K +5 New
HIA
522
HFM Investment Advisors
New Jersey
$987 +$592 +3 +150%
DF
523
Dunhill Financial
United Kingdom
$791 – – –
AF
524
Advisornet Financial
Minnesota
$790 +$790 +4 New
PWA
525
Physician Wealth Advisors
Utah
$593 +$593 +3 New
19 20
21
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