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Assurant

563 hedge funds and large institutions have $10.5B invested in Assurant in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 217 increasing their positions, 188 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $1.74M

15% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 188

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

2.16% more ownership

Funds ownership: 95.29%97.45% (+2.2%)

1% more capital invested

Capital invested by funds: $10.4B → $10.5B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 565563 (-2)

Holders
563
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
217
Reduced
188
Closed
61
Calls
$7.13M
Puts
$1.74M
Net Calls
+$5.39M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B -$10.3M -49,524 -0.7%
BlackRock
2
BlackRock
New York
$998M -$3.22M -15,424 -0.3%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$919M -$137M -658,078 -13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$785M +$87.7M +420,069 +13%
State Street
5
State Street
Massachusetts
$639M +$148M +707,342 +30%
Invesco
6
Invesco
Georgia
$310M +$67.5M +323,573 +28%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$299M +$5.34M +25,590 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$250M -$1.23M -5,901 -0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$225M -$6.04M -28,942 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$187M +$15M +72,046 +9%
AQR Capital Management
11
AQR Capital Management
Connecticut
$183M -$22.1M -106,007 -11%
Northern Trust
12
Northern Trust
Illinois
$176M +$1.91M +9,142 +1%
LAM
13
Lyrical Asset Management
New York
$150M -$2.8M -13,404 -2%
Norges Bank
14
Norges Bank
Norway
$139M -$2.04M -9,796 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$136M -$2.41M -11,548 -2%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$130M -$9.35M -44,788 -7%
CCMG
17
Clark Capital Management Group
Pennsylvania
$126M -$1.01M -4,857 -0.8%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$125M +$5.43M +26,041 +5%
TIM
19
Thornburg Investment Management
New Mexico
$125M -$959K -4,597 -7%
First Trust Advisors
20
First Trust Advisors
Illinois
$124M +$68M +325,830 +124%
Deutsche Bank
21
Deutsche Bank
Germany
$122M +$6.39M +30,629 +6%
Morgan Stanley
22
Morgan Stanley
New York
$121M -$30.3M -145,132 -20%
Charles Schwab
23
Charles Schwab
California
$94.2M +$221K +1,061 +0.2%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$88.6M -$16.1M -77,383 -15%
Macquarie Group
25
Macquarie Group
Australia
$84M -$5.54M -26,527 -6%

AIZ Hedge Fund Activity: Q1 2025 in Review

563 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2025, worth a combined $10.5B — up 0.68% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AIZ positions and 61 closed out — a net gain of 7 holders — while 217 added to existing stakes and 188 trimmed.

The largest buyer was State Street, adding an estimated $148M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $137M.

  • 563 institutional investors held Assurant (AIZ) as of Q1 2025, down from 565 in Q4 2024.
  • Funds reported $10.5B of Assurant stock for Q1 2025, up 0.68% quarter-over-quarter.
  • 68 funds opened new Assurant positions in Q1 2025 and 61 closed out, a net change of +7 holders.
  • The largest Assurant buyer in Q1 2025 was State Street, an estimated $148M added.
  • The largest Assurant seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.