We are live on ! Find out more
AIZ icon

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
PWMG
501
Prestige Wealth Management Group
New Jersey
$5.88K
HWP
502
Highline Wealth Partners
California
$5.66K +$5.93K +26 New
PIS
503
POM Investment Strategies
North Carolina
$5.66K +$5.93K +26 New
SRCM
504
Signature Resources Capital Management
California
$5.66K +$5.93K +26 New
TWD
505
True Wealth Design
Ohio
$5.45K +$2.74K +12 +92%
MAM
506
Marquette Asset Management
Minnesota
$5.45K +$2.96K +13 +108%
WIM
507
Westside Investment Management
California
$5.45K
UFPG
508
United Financial Planning Group
New York
$5.45K +$5.7K +25 New
MCM
509
MV Capital Management
Maryland
$5.23K
BGAI
510
Bruce G. Allen Investments
Colorado
$5.23K
BLC
511
Brown, Lisle/Cummings
Rhode Island
$5.23K +$5.47K +24 New
AA
512
Addison Advisors
Vermont
$5.01K -$1.14K -5 -18%
KFG
513
Kingdom Financial Group
Arizona
$4.81K +$5.02K +22 New
LAS
514
Lloyd Advisory Services
Georgia
$4.81K +$5.02K +22 New
WA
515
Whipplewood Advisors
Colorado
$4.79K +$5.02K +22 New
DWP
516
Destiny Wealth Partners
Florida
$4.14K +$4.33K +19 New
AWA
517
Acumen Wealth Advisors
Tennessee
$3.7K
BIA
518
Bell Investment Advisors
California
$3.7K
MPW
519
MASECO Private Wealth
$3.5K
IAAG
520
Innovative Asset Advisors Group
Connecticut
$3.5K +$3.65K +16 New
WTC
521
WhitTier Trust Company
Nevada
$3.27K +$3.42K +15 New
CT
522
Colonial Trust
South Carolina
$3.27K
BH
523
Burk Holdings
Oklahoma
$3.05K +$3.19K +14 New
DWM
524
Dogwood Wealth Management
Kansas
$3.05K +$3.19K +14 New
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$2.83K