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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
SS
551
SBI Securities
Japan
$1.09K -$456 -2 -29%
HIA
552
HFM Investment Advisors
New Jersey
$1.09K
EP
553
Essential Partners
California
$873 +$684 +3 +300%
CTC
554
Central Trust Company
Missouri
$872 -$2.05K -9 -69%
VWM
555
Vermillion Wealth Management
Minnesota
$871 +$912 +4 New
RF
556
Rossby Financial
Florida
$865 -$684 -3 -43%
AFC
557
Ares Financial Consulting
California
$865
IPS
558
Investors Portfolio Services
Washington
$725 -$456 -2 -40%
AF
559
Advisornet Financial
Minnesota
$653
CFM
560
Cornerstone Financial Management
Massachusetts
$653
UCB
561
United Community Bank
South Carolina
$653
KCM
562
Key Capital Management
Tennessee
$653 +$684 +3 New
NA
563
Networth Advisors
Pennsylvania
$653 +$684 +3 New
SIM
564
Synergy Investment Management
Florida
$653 +$684 +3 New
ACM
565
Anfield Capital Management
California
$436
WA
566
WestEnd Advisors
North Carolina
$436
CW
567
Curio Wealth
Maryland
$436 +$456 +2 New
MB
568
MidFirst Bank
Oklahoma
$436 +$456 +2 New
PWA
569
Portus Wealth Advisors
North Carolina
$436 +$456 +2 New
BCWM
570
Bartlett & Co Wealth Management
Ohio
$229
CT
571
Clearstead Trust
Maine
$218 -$2.96K -13 -93%
BWA
572
Basecamp Wealth Advisors
Washington
$218
SA
573
Seneschal Advisors
Washington
$218
BWL
574
Bogart Wealth LLC
Virginia
$218 +$228 +1 New
CCWM
575
Cassaday & Co Wealth Management
Virginia
$218 +$228 +1 New