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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.05B -$50.9M -223,396 -4%
BlackRock
2
BlackRock
New York
$859M -$6.8M -29,814 -0.7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$713M -$79.8M -349,815 -10%
VCM
4
Vanguard Capital Management
Pennsylvania
$706M +$740M +3,243,504 New
VPM
5
Vanguard Portfolio Management
Pennsylvania
$655M +$686M +3,008,137 New
State Street
6
State Street
Massachusetts
$551M -$9.12M -39,999 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$306M +$7.76M +34,042 +2%
Invesco
8
Invesco
Georgia
$267M +$36.2M +158,981 +15%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$250M +$18.9M +83,081 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$245M +$46.9M +205,767 +22%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$201M -$7.56M -33,156 -3%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$181M +$60.7M +266,142 +47%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$163M -$131M -572,607 -43%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$152M -$4.56K -20 -0%
Morgan Stanley
15
Morgan Stanley
New York
$143M +$3.77M +16,554 +3%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$142M +$17.5M +76,815 +13%
First Trust Advisors
17
First Trust Advisors
Illinois
$138M +$12.2M +53,470 +9%
LAM
18
Lyrical Asset Management
New York
$133M -$12.4M -54,590 -8%
Northern Trust
19
Northern Trust
Illinois
$112M -$25.4M -111,251 -18%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$109M +$12.7M +55,859 +13%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$106M +$17.5M +76,888 +19%
Charles Schwab
22
Charles Schwab
California
$102M +$3.03M +13,297 +3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$101M +$10.1M +44,373 +11%
Fidelity International
24
Fidelity International
Bermuda
$99.4M -$9.85M -43,187 -9%
First Manhattan
25
First Manhattan
New York
$89M -$1.38M -6,053 -1%