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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
BlackRock
1
BlackRock
New York
$1.35B +$259M +1,063,661 +27%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.27B -$21.7M -89,021 -2%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$869M -$1.6M -6,568 -0.2%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$762M -$41.9M -171,830 -6%
State Street
5
State Street
Massachusetts
$683M +$2.55M +10,481 +0.4%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$652M -$206M -844,823 -26%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$380M +$2.54M +10,423 +0.7%
Invesco
8
Invesco
Georgia
$329M +$68.7K +282 +0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$322M +$18M +73,899 +7%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$307M -$702K -2,883 -0.3%
Bank of America
11
Bank of America
North Carolina
$270M +$157M +642,906 +178%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$247M -$493K -2,023 -0.2%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$241M +$48.4M +198,829 +29%
Morgan Stanley
14
Morgan Stanley
New York
$209M +$29.3M +120,272 +18%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$202M -$19.4M -79,646 -10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$185M -$14.7M -60,457 -8%
Norges Bank
17
Norges Bank
Norway
$175M +$159M +651,725 New
First Trust Advisors
18
First Trust Advisors
Illinois
$164M -$4.96M -20,371 -3%
LAM
19
Lyrical Asset Management
New York
$157M -$7.14M -29,301 -5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$147M +$11.9M +49,051 +10%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$138M -$36.4M -149,308 -23%
Northern Trust
22
Northern Trust
Illinois
$135M -$2.29M -9,391 -2%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$128M +$77.5M +318,124 +200%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$125M -$5.04M -20,688 -4%
Charles Schwab
25
Charles Schwab
California
$125M -$308K -1,263 -0.3%

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.