ASSURANT INC (AIZ) Institutional Ownership
AIZ is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $609,874 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $609,874 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's AIZ position is now estimated to be worth approximately $733,964, representing an estimated gain of +20.35% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ASSURANT INC (AIZ).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $609,874 | 2,800 |
| Q4 2025 | 1 | $950,156 | 3,945 |
| Q3 2025 | 2 | $13,885,363 | 64,106 |
| Q2 2025 | 2 | $809,909 | 4,101 |
| Q1 2025 | 1 | $5,147,475 | 24,541 |
| Q4 2024 | 1 | $8,763,342 | 41,100 |
| Q4 2023 | 1 | $11,912 | 70,700 |
| Q3 2023 | 1 | $3,360 | 23,400 |
| Q2 2023 | 1 | $9,316 | 74,100 |
| Q1 2023 | 1 | $8,921 | 74,300 |
| Q4 2022 | 1 | $17,521 | 140,100 |
| Q3 2022 | 1 | $386 | 2,660 |
Related AIZ Institutional Insights:
- AIZ Institutional Ownership & Insiders Activity
- AIZ Institutional Ownership & 13F Activity
- AIZ Top Institutional Shareholders
- AIZ Institutional Buying Activity
- AIZ Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- AIZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings