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Assurant

579 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, 203 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

3% more funds holding

Funds holding: 564579 (+15)

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)

1.27% less ownership

Funds ownership: 95.84%94.57% (-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
579
Holders Change
+15
Holders Change %
+2.66%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
84
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
DPW
526
DiNuzzo Private Wealth
Pennsylvania
$2.83K
KG
527
Kilter Group
New York
$2.83K +$1.82K +8 +160%
HHCP
528
Hilton Head Capital Partners
South Carolina
$2.61K
SWM
529
Spire Wealth Management
Virginia
$2.61K
RWM
530
Rialto Wealth Management
New York
$2.61K +$912 +4 +50%
IAS
531
IMA Advisory Services
Colorado
$2.61K
EWP
532
Elevation Wealth Partners
California
$2.4K +$2.28K +10 +1,000%
BHWM
533
Bay Harbor Wealth Management
Maryland
$2.4K +$912 +4 +57%
MSWM
534
Mowery & Schoenfeld Wealth Management
Illinois
$2.19K
S
535
Sachetta
Massachusetts
$2.18K
SIC
536
SJS Investment Consulting
Ohio
$2.18K +$456 +2 +25%
VWA
537
Valued Wealth Advisors
Utah
$2.18K +$2.28K +10 New
PSFG
538
Park Square Financial Group
Georgia
$2.18K -$36K -158 -94%
PWA
539
Physician Wealth Advisors
Utah
$1.96K
GEA
540
Glen Eagle Advisors
New Jersey
$1.76K
RWS
541
Retirement Wealth Solutions
Wisconsin
$1.74K +$228 +1 +14%
SWM
542
SHP Wealth Management
Massachusetts
$1.74K +$1.82K +8 New
SSG
543
Summit Securities Group
New York
$1.74K -$15K -66 -89%
Q1WB
544
Quest 10 Wealth Builders
Virginia
$1.52K +$1.6K +7 New
GSEP
545
Golden State Equity Partners
California
$1.52K +$1.6K +7 New
DF
546
Dunhill Financial
United Kingdom
$1.5K
SWA
547
SOA Wealth Advisors
New York
$1.42K
CFG
548
Clayton Financial Group
Missouri
$1.31K
PWMG
549
Private Wealth Management Group
New Jersey
$1.31K
HFS
550
Hughes Financial Services
Virginia
$1.31K +$1.37K +6 New