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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
PSFG
576
Park Square Financial Group
Georgia
$1.88K -$731 -3 -30%
BWL
577
Bogart Wealth LLC
Virginia
$1.88K +$1.46K +6 +600%
SWA
578
SOA Wealth Advisors
New York
$1.76K
PWMG
579
Private Wealth Management Group
New Jersey
$1.61K
GSWM
580
Golden State Wealth Management
California
$1.61K +$1.46K +6 New
SWM
581
SHP Wealth Management
Massachusetts
$1.34K -$731 -3 -38%
SS
582
SBI Securities
Japan
$1.34K
RF
583
Rossby Financial
Florida
$1.34K +$244 +1 +25%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$1.34K +$974 +4 +400%
GWM
585
Geneos Wealth Management
Colorado
$1.34K +$1.22K +5 New
CTC
586
Central Trust Company
Missouri
$1.07K
AFC
587
Ares Financial Consulting
California
$1.07K
EP
588
Essential Partners
California
$1.07K
AW
589
Avion Wealth
Texas
$1K +$974 +4 New
NWM
590
Navigoe Wealth Management
California
$1K +$974 +4 New
AF
591
Advisornet Financial
Minnesota
$806
IPS
592
Investors Portfolio Services
Washington
$806
UCB
593
United Community Bank
South Carolina
$806
DF
594
DecisionPoint Financial
Arizona
$549 +$487 +2 New
IA
595
IFG Advisory
Georgia
$539 +$487 +2 New
MB
596
MidFirst Bank
Oklahoma
$537
WA
597
WestEnd Advisors
North Carolina
$537
AWM
598
Activest Wealth Management
Florida
$537 +$487 +2 New
M
599
MOTCO
Texas
$537 +$487 +2 New
BWA
600
Basecamp Wealth Advisors
Washington
$269

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.