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Assurant

564 hedge funds and large institutions have $11.6B invested in Assurant in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $3.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

14% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.38B)

4% more funds holding

Funds holding: 541564 (+23)

2.79% more ownership

Funds ownership: 93.04%95.84% (+2.8%)

Holders
564
Holders Change
+23
Holders Change %
+4.25%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
84
Increased
216
Reduced
182
Closed
51
Calls
$7.06M
Puts
$3.11M
Net Calls
+$3.95M
Net Calls Change
-$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
526
Carolina Wealth Advisors
South Carolina
$2.65K +$2.46K +11 New
MSWM
527
Mowery & Schoenfeld Wealth Management
Illinois
$2.42K
S
528
Sachetta
Massachusetts
$2.41K
PWA
529
Physician Wealth Advisors
Utah
$2.17K +$1.12K +5 +125%
GEA
530
Glen Eagle Advisors
New Jersey
$1.93K
SIC
531
SJS Investment Consulting
Ohio
$1.93K
RWM
532
Rialto Wealth Management
New York
$1.93K +$670 +3 +60%
LB
533
Legacy Bridge
Iowa
$1.93K +$1.79K +8 New
RWS
534
Retirement Wealth Solutions
Wisconsin
$1.69K
RF
535
Rossby Financial
Florida
$1.69K
SS
536
SBI Securities
Japan
$1.69K
BHWM
537
Bay Harbor Wealth Management
Maryland
$1.69K +$447 +2 +40%
SWA
538
SOA Wealth Advisors
New York
$1.57K -$223 -1 -13%
PWMG
539
Private Wealth Management Group
New Jersey
$1.45K
CFG
540
Clayton Financial Group
Missouri
$1.45K +$1.34K +6 New
OP
541
ORG Partners
Indiana
$1.44K +$447 +2 +50%
DF
542
Dunhill Financial
United Kingdom
$1.35K +$447 +2 +50%
HIA
543
HFM Investment Advisors
New Jersey
$1.21K
KG
544
Kilter Group
New York
$1.21K +$893 +4 +400%
OC
545
Optima Capital
Oregon
$1.21K +$1.12K +5 New
IPS
546
Investors Portfolio Services
Washington
$1.17K +$1.12K +5 New
HBW
547
Hazlett, Burt & Watson
West Virginia
$1K
PWA
548
Principia Wealth Advisory
Texas
$963 -$182K -816 -100%
AFC
549
Ares Financial Consulting
California
$963 +$893 +4 New
TCOV
550
Trust Company of Vermont
Vermont
$963 +$893 +4 New