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Assurant

574 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, 200 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

1.3% less ownership

Funds ownership: 95.82%94.52% (-1.3%)

11% less capital invested

Capital invested by funds: $11.5B → $10.2B (-$1.32B)

29% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $11.5M

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.12M
Puts
$11.5M
Net Calls
Net Calls Change

Top Buyers

1 +$60.7M
2 +$58.3M
3 +$46.9M
4
Invesco
Invesco
Georgia
+$36.2M
5
JG
Jain Global
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Rialto Wealth Management
New York
$2.61K
IAS
527
IMA Advisory Services
Colorado
$2.61K
EWP
528
Elevation Wealth Partners
California
$2.4K
BHWM
529
Bay Harbor Wealth Management
Maryland
$2.4K
MSWM
530
Mowery & Schoenfeld Wealth Management
Illinois
$2.19K
S
531
Sachetta
Massachusetts
$2.18K
SIC
532
SJS Investment Consulting
Ohio
$2.18K
VWA
533
Valued Wealth Advisors
Utah
$2.18K
PSFG
534
Park Square Financial Group
Georgia
$2.18K
PWA
535
Physician Wealth Advisors
Utah
$1.96K
GEA
536
Glen Eagle Advisors
New Jersey
$1.76K
RWS
537
Retirement Wealth Solutions
Wisconsin
$1.74K
SWM
538
SHP Wealth Management
Massachusetts
$1.74K
SSG
539
Summit Securities Group
New York
$1.74K
Q1WB
540
Quest 10 Wealth Builders
Virginia
$1.52K
GSEP
541
Golden State Equity Partners
California
$1.52K
DF
542
Dunhill Financial
United Kingdom
$1.5K
SWA
543
SOA Wealth Advisors
New York
$1.42K
PWMG
544
Private Wealth Management Group
New Jersey
$1.31K
CFG
545
Clayton Financial Group
Missouri
$1.31K
HFS
546
Hughes Financial Services
Virginia
$1.31K
SC
547
SouthState Corp
Florida
$1.09K
SS
548
SBI Securities
Japan
$1.09K
HIA
549
HFM Investment Advisors
New Jersey
$1.09K
EPL
550
Essential Partners LLC
California
$873