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Assurant

579 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, 203 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

3% more funds holding

Funds holding: 564579 (+15)

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)

1.27% less ownership

Funds ownership: 95.84%94.57% (-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
579
Holders Change
+15
Holders Change %
+2.66%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
84
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
DCM
601
DGS Capital Management
New Jersey
-$341K -1,414 Closed
BC
602
Burney Company
Virginia
-$309K -1,285 Closed
JF
603
JMN Financial
Ohio
-$305K -1,265 Closed
A
604
AlphaQuest
New York
-$301K -1,251 Closed
CAG
605
Csenge Advisory Group
Florida
-$274K -1,137 Closed
AWM
606
Apollon Wealth Management
South Carolina
-$223K -927 Closed
SMA
607
Sage Mountain Advisors
Georgia
-$222K -924 Closed
FRM
608
Fox Run Management
Connecticut
-$221K -918 Closed
BP
609
Ballentine Partners
Massachusetts
-$218K -905 Closed
EL
610
EWA LLC
Pennsylvania
-$218K -904 Closed
SCM
611
SOL Capital Management
Maryland
-$217K -900 Closed
KPWS
612
Kestra Private Wealth Services
Texas
-$206K -857 Closed
GLA
613
Great Lakes Advisors
Illinois
-$201K -833 Closed
KAS
614
Kestra Advisory Services
Texas
-$163K -675 Closed
CIAM
615
Caitong International Asset Management
Hong Kong
-$60.7K -252 Closed
DT
616
DV Trading
Illinois
-$48.2K -200 Closed
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
-$43.6K -181 Closed
GWM
618
Greenline Wealth Management
Florida
-$41K -170 Closed
SIM
619
Sentry Investment Management
Wisconsin
-$34K -141 Closed
CWP
620
Concord Wealth Partners
Virginia
-$30.1K -125 Closed
MA
621
Montag & Associates
Georgia
-$28.2K -117 Closed
EW
622
Elyxium Wealth
California
-$19.8K -82 Closed
FAMI
623
Fideuram Asset Management (Ireland)
-$8.97K -45 Closed
1CP
624
1015 Capital Partners
Pennsylvania
-$10.1K -42 Closed
QA
625
Quattro Advisors
Pennsylvania
-$10.1K -42 Closed