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Assurant

558 hedge funds and large institutions have $10.3B invested in Assurant in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
217
Reduced
182
Closed
62
Calls
$7.13M
Puts
$1.74M
Net Calls
+$5.39M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
526
Central Trust Company
Missouri
$2.73K -$1.26K -6 -32%
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$2.73K
CFB
528
Cullen/Frost Bankers
Texas
$2.56K -$213 -1 -8%
SWM
529
Spire Wealth Management
Virginia
$2.52K
AA
530
Addison Advisors
Vermont
$2.52K
GFPC
531
Global Financial Private Client
Florida
$2.52K +$1.68K +8 +200%
KWM
532
Kiker Wealth Management
Georgia
$2.52K +$2.52K +12 New
S
533
Sachetta
Massachusetts
$2.31K
MSWM
534
Mowery & Schoenfeld Wealth Management
Illinois
$2.11K -$211 -1 -9%
CT
535
Colonial Trust
South Carolina
$2.1K -$7.13K -34 -77%
RIL
536
Rothschild Investment LLC
Illinois
$2.1K +$210 +1 +11%
CPG
537
Cornerstone Planning Group
New Jersey
$1.91K
CA
538
Continuum Advisory
Idaho
$1.89K +$420 +2 +29%
SFA
539
Semmax Financial Advisors
North Carolina
$1.37K +$1.37K +7 New
TCA
540
Trifecta Capital Advisors
Illinois
$1.26K
RF
541
Rossby Financial
Florida
$1.15K +$1.15K +6 New
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$955
DF
543
Dunhill Financial
United Kingdom
$871 -$653 -3 -43%
HFS
544
Hughes Financial Services
Virginia
$635 +$635 +3 New
RWM
545
Rialto Wealth Management
New York
$630 +$630 +3 New
MAS
546
MPWM Advisory Solutions
Georgia
$629
M
547
MOTCO
Texas
$629 +$629 +3 New
RA
548
Rise Advisors
New York
$629 +$629 +3 New
T
549
Transce3nd
Texas
$420
PWM
550
Parkworth Wealth Management
California
$420