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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
CTC
551
Central Trust Company
Missouri
$872
VWM
552
Vermillion Wealth Management
Minnesota
$871
RF
553
Rossby Financial
Florida
$865
AFC
554
Ares Financial Consulting
California
$865
IPS
555
Investors Portfolio Services
Washington
$725
CFM
556
Cornerstone Financial Management
Massachusetts
$653
UCB
557
United Community Bank
South Carolina
$653
AF
558
Advisornet Financial
Minnesota
$653
KCM
559
Key Capital Management
Tennessee
$653
SIM
560
Synergy Investment Management
Florida
$653
NA
561
Networth Advisors
Pennsylvania
$653
ACM
562
Anfield Capital Management
California
$436
WA
563
WestEnd Advisors
North Carolina
$436
PWA
564
Portus Wealth Advisors
North Carolina
$436
CW
565
Curio Wealth
Maryland
$436
MB
566
MidFirst Bank
Oklahoma
$436
BCWM
567
Bartlett & Co Wealth Management
Ohio
$229
CT
568
Clearstead Trust
Maine
$218
SA
569
Seneschal Advisors
Washington
$218
BWL
570
Bogart Wealth LLC
Virginia
$218
TFM
571
TFC Financial Management
Massachusetts
$218
NF
572
Napier Financial
Massachusetts
$218
CCWM
573
Cassaday & Co Wealth Management
Virginia
$218
YDMI
574
Y.D. More Investments
Israel
$22
Norges Bank
575
Norges Bank
Norway