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Assurant

606 hedge funds and large institutions have $13B invested in Assurant in 2026 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 226 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

541% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $3.09M

52% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 65

27% more capital invested

Capital invested by funds: $10.2B → $13B (+$2.8B)

16% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 195

4% more funds holding

Funds holding: 582606 (+24)

3.47% more ownership

Funds ownership: 94.57%98.05% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
606
Holders Change
+24
Holders Change %
+4.12%
% of All Funds
7.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
99
Increased
226
Reduced
195
Closed
65
Calls
$19.8M
Puts
$3.09M
Net Calls
+$16.7M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$8.74K -$2.19K -9 -22%
EWP
527
Elevation Wealth Partners
California
$8.59K +$5.12K +21 +191%
CMA
528
Cedar Mountain Advisors
Oregon
$8.06K
VNA
529
Valley National Advisers
Pennsylvania
$7.79K +$244 +1 +4%
TWD
530
True Wealth Design
Ohio
$7.79K +$974 +4 +16%
RIL
531
Rothschild Investment LLC
Illinois
$7.79K +$487 +2 +7%
PWMG
532
Prestige Wealth Management Group
New Jersey
$7.25K
HWP
533
Highline Wealth Partners
California
$7.25K +$244 +1 +4%
SRCM
534
Signature Resources Capital Management
California
$6.98K
MAM
535
Marquette Asset Management
Minnesota
$6.71K
UFPG
536
United Financial Planning Group
New York
$6.71K
WIM
537
Westside Investment Management
California
$6.71K
VPW
538
Vaquero Private Wealth
Texas
$6.71K +$6.09K +25 New
BGAI
539
Bruce G. Allen Investments
Colorado
$6.45K
MCM
540
MV Capital Management
Maryland
$6.45K
SGFG
541
Silver Grove Financial Group
New York
$6.45K +$5.84K +24 New
BIA
542
Bell Investment Advisors
California
$6.18K +$1.46K +6 +35%
APW
543
Allied Private Wealth
Florida
$5.84K +$5.12K +21 New
IAS
544
IMA Advisory Services
Colorado
$4.83K +$1.46K +6 +50%
PWA
545
Physician Wealth Advisors
Utah
$4.83K +$2.19K +9 +100%
AWA
546
Acumen Wealth Advisors
Tennessee
$4.57K
RWM
547
Rialto Wealth Management
New York
$4.57K +$1.22K +5 +42%
CCMI
548
Creative Capital Management Investments
California
$4.57K +$4.14K +17 New
BHWM
549
Bay Harbor Wealth Management
Maryland
$4.3K +$1.22K +5 +45%
WTC
550
WhitTier Trust Company
Nevada
$4.2K

AIZ Hedge Fund Activity: Q2 2026 in Review

606 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2026, worth a combined $13B — up 27% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AIZ positions and 65 closed out — a net gain of 34 holders — while 226 added to existing stakes and 195 trimmed.

The largest buyer was BlackRock, adding an estimated $259M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $206M.

  • 606 institutional investors held Assurant (AIZ) as of Q2 2026, up from 582 in Q1 2026.
  • Funds reported $13B of Assurant stock for Q2 2026, up 27% quarter-over-quarter.
  • 99 funds opened new Assurant positions in Q2 2026 and 65 closed out, a net change of +34 holders.
  • The largest Assurant buyer in Q2 2026 was BlackRock, an estimated $259M added.
  • The largest Assurant seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.