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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
KG
526
Kilter Group
New York
$2.83K +$1.82K +8 +160%
HHCP
527
Hilton Head Capital Partners
South Carolina
$2.61K
SWM
528
Spire Wealth Management
Virginia
$2.61K
RWM
529
Rialto Wealth Management
New York
$2.61K +$912 +4 +50%
IAS
530
IMA Advisory Services
Colorado
$2.61K
EWP
531
Elevation Wealth Partners
California
$2.4K +$2.28K +10 +1,000%
BHWM
532
Bay Harbor Wealth Management
Maryland
$2.4K +$912 +4 +57%
MSWM
533
Mowery & Schoenfeld Wealth Management
Illinois
$2.19K
S
534
Sachetta
Massachusetts
$2.18K
SIC
535
SJS Investment Consulting
Ohio
$2.18K +$456 +2 +25%
VWA
536
Valued Wealth Advisors
Utah
$2.18K +$2.28K +10 New
PSFG
537
Park Square Financial Group
Georgia
$2.18K -$36K -158 -94%
PWA
538
Physician Wealth Advisors
Utah
$1.96K
GEA
539
Glen Eagle Advisors
New Jersey
$1.76K
RWS
540
Retirement Wealth Solutions
Wisconsin
$1.74K +$228 +1 +14%
SWM
541
SHP Wealth Management
Massachusetts
$1.74K +$1.82K +8 New
SSG
542
Summit Securities Group
New York
$1.74K -$15K -66 -89%
Q1WB
543
Quest 10 Wealth Builders
Virginia
$1.52K +$1.6K +7 New
GSEP
544
Golden State Equity Partners
California
$1.52K +$1.6K +7 New
DF
545
Dunhill Financial
United Kingdom
$1.5K
SWA
546
SOA Wealth Advisors
New York
$1.42K
CFG
547
Clayton Financial Group
Missouri
$1.31K
PWMG
548
Private Wealth Management Group
New Jersey
$1.31K
HFS
549
Hughes Financial Services
Virginia
$1.31K +$1.37K +6 New
SC
550
SouthState Corp
Florida
$1.09K -$1.82K -8 -62%