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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
BC
601
Burney Company
Virginia
-$309K -1,285 Closed
JF
602
JMN Financial
Ohio
-$305K -1,265 Closed
A
603
AlphaQuest
New York
-$301K -1,251 Closed
CAG
604
Csenge Advisory Group
Florida
-$274K -1,137 Closed
AWM
605
Apollon Wealth Management
South Carolina
-$223K -927 Closed
SMA
606
Sage Mountain Advisors
Georgia
-$222K -924 Closed
FRM
607
Fox Run Management
Connecticut
-$221K -918 Closed
BP
608
Ballentine Partners
Massachusetts
-$218K -905 Closed
EL
609
EWA LLC
Pennsylvania
-$218K -904 Closed
SCM
610
SOL Capital Management
Maryland
-$217K -900 Closed
KPWS
611
Kestra Private Wealth Services
Texas
-$206K -857 Closed
GLA
612
Great Lakes Advisors
Illinois
-$201K -833 Closed
KAS
613
Kestra Advisory Services
Texas
-$163K -675 Closed
CIAM
614
Caitong International Asset Management
Hong Kong
-$60.7K -252 Closed
DT
615
DV Trading
Illinois
-$48.2K -200 Closed
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
-$43.6K -181 Closed
GWM
617
Greenline Wealth Management
Florida
-$41K -170 Closed
SIM
618
Sentry Investment Management
Wisconsin
-$34K -141 Closed
CWP
619
Concord Wealth Partners
Virginia
-$30.1K -125 Closed
MA
620
Montag & Associates
Georgia
-$28.2K -117 Closed
EW
621
Elyxium Wealth
California
-$19.8K -82 Closed
FAMI
622
Fideuram Asset Management (Ireland)
-$8.97K -45 Closed
1CP
623
1015 Capital Partners
Pennsylvania
-$10.1K -42 Closed
QA
624
Quattro Advisors
Pennsylvania
-$10.1K -42 Closed
HFM
625
Harvest Fund Management
China
-$7K -31 Closed