Assurant Inc (AIZ) Ownership

190.83 ↓2.36 (-1.22%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Assurant Inc (AIZ), owning a total of 6.7 million shares. Combined, the top 36 institutional holders of AIZ own 87.32% of the company with a total of 44.6 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders decreased their combined ownership of AIZ by 36 thousand shares. 5 institutions bought 1,179,070 total additional shares and increased their ownership by an average of 17.54%. However 16 institutions sold 1,215,109 total shares and decreased their ownership by an average of 5.72%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Assurant decreased by a net total of -36,039 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.262%-0.543%6,736,009-36,8042024-12-31
T. Rowe Price Investment Management,Inc.9.921%-1.521%5,039,199-77,8322024-12-31
BlackRock Inc9.400%-6.231%4,774,449-317,2692024-12-31
Bank of New York Mellon Corp6.538%36.689%3,320,590891,2922024-12-31
State Street Corp4.609%-1.307%2,340,777-31,0082024-12-31
Geode Capital Management, LLC2.756%0.789%1,399,72510,9562024-12-31
Massachusetts Financial Services Company2.357%-14.587%1,197,150-204,4572024-12-31
Amvescap Plc.2.275%-0.674%1,155,737-7,8412024-12-31
FMR Inc2.169%-5.330%1,101,573-62,0202024-12-31
AQR Capital Management LLC1.942%-8.520%986,513-91,8772024-12-31
Northern Trust Corp1.638%23.148%831,864156,3642024-12-31
T. Rowe Price Associates, Inc.1.609%-8.495%817,264-75,8732024-12-31
Lyrical Asset Management LP1.435%-0.236%728,810-1,7232024-12-31
Morgan Stanley - Brokerage Accounts1.420%-1.296%721,063-9,4712024-12-31
NORGES BANK1.325%-1.078%672,898-7,3342024-12-31
Nordea Investment Mgmt Bank Demark A/s1.305%-16.953%662,672-135,2712024-12-31
Dimensional Fund Advisors, Inc.1.300%-3.958%660,153-27,2072024-12-31
Clark Capital Management Group Inc1.196%1.201%607,4587,2112024-12-31
Schroder Investment Management Group1.124%-13.797%571,053-91,3952024-12-31
Deutsche Bank AG1.084%25.883%550,782113,2472024-12-31
TD Asset Management Inc0.975%-7.018%499,818-37,7272024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.262%-0.543%6,736,009-36,8042024-12-31
T. Rowe Price Investment Management,Inc.9.921%-1.521%5,039,199-77,8322024-12-31
BlackRock Inc9.400%-6.231%4,774,449-317,2692024-12-31
Bank of New York Mellon Corp6.538%36.689%3,320,590891,2922024-12-31
State Street Corporation5.040%-3.618%2,612,854-98,0802024-03-31
State Street Corp4.609%-1.307%2,340,777-31,0082024-12-31
Geode Capital Management, LLC2.756%0.789%1,399,72510,9562024-12-31
Massachusetts Financial Services Company2.357%-14.587%1,197,150-204,4572024-12-31
Amvescap Plc.2.275%-0.674%1,155,737-7,8412024-12-31
FMR Inc2.169%-5.330%1,101,573-62,0202024-12-31
AQR Capital Management LLC1.942%-8.520%986,513-91,8772024-12-31
Northern Trust Corp1.638%23.148%831,864156,3642024-12-31
T. Rowe Price Associates, Inc.1.609%-8.495%817,264-75,8732024-12-31
Lyrical Asset Management LP1.435%-0.236%728,810-1,7232024-12-31
Morgan Stanley - Brokerage Accounts1.420%-1.296%721,063-9,4712024-12-31
NORGES BANK1.325%-1.078%672,898-7,3342024-12-31
Nordea Investment Mgmt Bank Demark A/s1.305%-16.953%662,672-135,2712024-12-31
Dimensional Fund Advisors, Inc.1.300%-3.958%660,153-27,2072024-12-31
Wellington Management Company LLP1.214%15.561%638,33485,9532023-09-30
Clark Capital Management Group Inc1.196%1.201%607,4587,2112024-12-31
Schroder Investment Management Group1.124%-13.797%571,053-91,3952024-12-31
Neuberger Berman Group LLC1.068%-29.585%567,599-238,4792022-12-31
Deutsche Bank AG1.084%25.883%550,782113,2472024-12-31
Prudential Financial Inc1.024%-0.091%525,878-4812024-06-30
Goldman Sachs Group Inc0.983%116.820%511,472275,5752023-12-31
TD Asset Management Inc0.975%-7.018%499,818-37,7272024-12-31
Macquarie Group Ltd0.940%-14.865%482,944-84,3222024-06-30
Mizuho Securities USA Inc0.913%11,564.000%468,310464,2952024-09-30
First Trust Advisors L.P.0.888%-17.767%461,454-99,6982023-09-30
Lord, Abbett & Co LLC0.855%17.947%454,48769,1542022-12-31
Millennium Management LLC0.844%96.625%447,250219,7872023-03-31
Charles Schwab Investment Management Inc0.856%0.135%444,0065972024-03-31
Legal & General Group PLC0.802%3.778%423,53915,4182022-06-30
ING Investment Management LLC0.770%-6.098%406,661-26,4092022-06-30
California Public Employees Retrmnt Sys0.755%-5.732%398,889-24,2552022-09-30
Bank of America Corp0.727%-0.414%382,548-1,5892023-09-30

Mutual Fund Ownership

T. Rowe Price US Mid-Cap Growth Equity is the biggest individual fund holder of Assurant Inc (AIZ), owning a total of 2 million shares. Combined, the top 42 mutual fund holders of AIZ own 61.30% of the company with a total of 31.5 million shares.

In the latest ownership report on March 31st 2025, the top 42 fund holders increased their combined ownership of AIZ by 25 thousand shares. 2 funds bought 3,313 total additional shares and increased their ownership by an average of 0.25%. However 6 funds sold 28,214 total shares and decreased their ownership by an average of 0.8%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Assurant decreased by a net total of -24,901 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco S&P 500® Equal Weight ETF1.389%0.215%705,3231,5132025-03-31
SPDR® S&P 500 ETF1.257%-1.436%638,258-9,3002025-03-31
iShares Core S&P 500 ETF1.233%0.288%626,0011,8002025-03-31
SPDR® S&P 500® ETF Trust1.224%-0.519%621,428-3,2402025-03-31
SPDR® S&P 500® ETF1.210%-1.643%614,408-10,2602025-03-31
SPDR® S&P Dividend ETF1.120%-0.305%568,764-1,7372025-03-31
Lyrical U.S. Value Equity - CS0.835%-0.675%424,334-2,8852025-03-31
The Financial Select Sector SPDR® ETF0.749%-0.208%380,187-7922025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price US Mid-Cap Growth Equity3.886%-0.439%1,973,800-8,7002024-12-31
T. Rowe Price Mid-Cap Growth3.885%0.000%1,973,00002025-02-28
Vanguard US Total Market Shares ETF3.233%0.071%1,641,9731,1662024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.114%1.535%1,637,51724,7522023-03-31
Vanguard Total Stock Mkt Idx Inv3.184%0.372%1,617,0385,9922025-02-28
Vanguard Institutional 500 Index Trust2.800%0.618%1,422,1388,7352025-02-28
Vanguard Small Cap Index2.578%0.082%1,309,4781,0712025-02-28
Vanguard 500 Index Investor2.413%0.505%1,279,5696,4232023-08-31
Vanguard Small Cap Value Index Inv1.698%-0.346%862,457-2,9952025-02-28
MFS Mid Cap Value A1.641%0.000%833,32202025-02-28
MFS Mid Cap Value Equity1.641%0.000%833,32202024-12-31
BNY Mellon Dynamic Value Fund A1.512%12.279%768,02683,9912025-02-28
Invesco S&P 500® Equal Weight ETF1.389%0.215%705,3231,5132025-03-31
Invesco S&P 500® Low Volatility ETF1.280%-0.061%676,390-4102022-10-31
Fidelity 500 Index1.265%0.447%642,3392,8602025-02-28
SPDR® S&P 500 ETF1.257%-1.436%638,258-9,3002025-03-31
iShares Core S&P 500 ETF1.233%0.288%626,0011,8002025-03-31
SPDR® S&P 500 ETF Trust1.195%0.225%621,8091,3952024-04-30
SPDR® S&P 500® ETF Trust1.224%-0.519%621,428-3,2402025-03-31
Fidelity® 500 Index1.175%0.641%617,8683,9322023-11-30
Fidelity® Small Cap Value1.173%0.000%616,80002023-10-31
Fidelity Small Cap Value Fund1.173%0.000%616,80002023-10-31
SPDR® S&P 500® ETF1.210%-1.643%614,408-10,2602025-03-31
SPDR® S&P Dividend ETF1.120%-0.305%568,764-1,7372025-03-31
T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D1.085%3.454%551,10018,4002024-12-31
T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z1.085%3.454%551,10018,4002024-12-31
First Trust Value Line® Dividend ETF1.031%-0.050%546,577-2732023-07-31
Fidelity® Value0.918%0.848%487,6794,1002023-03-31
Delaware Small Cap Value A0.892%0.000%472,10002023-02-28
Delaware US Small Cap Value Eq SMA0.888%874,159.000%472,100472,0462023-03-31
Financial Select Sector SPDR® ETF0.839%-0.027%443,274-1202022-12-31
T. Rowe Price US Mid-Cap Value Equity0.867%-6.874%440,521-32,5162024-12-31
Lyrical U.S. Value Equity – EQ0.820%-5.604%432,950-25,7022022-09-30
Lyrical U.S. Value Equity - CS0.835%-0.675%424,334-2,8852025-03-31
T. Rowe Price Mid-Cap Value0.793%0.000%402,62302025-02-28
Fidelity Value0.772%8.607%401,27931,8002023-12-31
The Financial Select Sector SPDR® ETF0.749%-0.208%380,187-7922025-03-31
Vanguard Explorer Inv0.737%-8.218%374,314-33,5152024-12-31
T. Rowe Price US Small-Cap Core Equity0.697%-8.180%361,031-32,1622024-06-30
iShares MSCI USA Min Vol Factor ETF0.688%-0.189%353,639-6702024-10-31
T. Rowe Price Small-Cap Stock0.679%7.009%348,33922,8172024-11-30
JNL/T. Rowe Price Mid-Cap Growth A0.653%-2.815%334,900-9,7002024-12-31

Discussions

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7starRestaurant5/31/24 05:22pm

$AIZ TRUST THE PROCESS! BUY AND HOLD! OUR TIME IS COMING$$$

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