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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
RFP
651
Root Financial Partners
California
-$53.6K -246 Closed
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
-$29K -133 Closed
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
-$17.2K -79 Closed
TPWA
654
Twin Peaks Wealth Advisors
California
-$10K -46 Closed
EIA
655
Eldridge Investment Advisors
New Hampshire
-$6.97K -32 Closed
PIS
656
POM Investment Strategies
North Carolina
-$5.66K -26 Closed
KFG
657
Kingdom Financial Group
Arizona
-$4.81K -22 Closed
LAS
658
Lloyd Advisory Services
Georgia
-$4.81K -22 Closed
WA
659
Whipplewood Advisors
Colorado
-$4.79K -22 Closed
DWP
660
Destiny Wealth Partners
Florida
-$4.14K -19 Closed
IAAG
661
Innovative Asset Advisors Group
Connecticut
-$3.5K -16 Closed
MPW
662
MASECO Private Wealth
-$3.5K -16 Closed
GSEP
663
Golden State Equity Partners
California
-$1.52K -7 Closed
Q1WB
664
Quest 10 Wealth Builders
Virginia
-$1.52K -7 Closed
CFG
665
Clayton Financial Group
Missouri
-$1.31K -6 Closed
VWM
666
Vermillion Wealth Management
Minnesota
-$871 -4 Closed
KCM
667
Key Capital Management
Tennessee
-$653 -3 Closed
NA
668
Networth Advisors
Pennsylvania
-$653 -3 Closed
SIM
669
Synergy Investment Management
Florida
-$653 -3 Closed
CW
670
Curio Wealth
Maryland
-$436 -2 Closed
PWA
671
Portus Wealth Advisors
North Carolina
-$436 -2 Closed
NF
672
Napier Financial
Massachusetts
-$218 -1 Closed

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.