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Assurant, Inc. (AIZ) institutional ownership

Latest close $275.47 Jul 20, 2026
Market cap$12.8B 52-week range SectorFinancial Services
Funds holding · Q1 2026
529
reported AIZ position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $185M
279 buyers · 250 sellers

Assurant, Inc. (AIZ) price and institutional activity

Dates

Q1 2026

$691M bought by 279 investors
Voya Investment Management LLC$61MWoodline Partners LP$58M +277 more
$876M sold by 250 investors
Norges-$153MFMR LLC-$131M +248 more
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Bought Sold Totals per quarter; hover a bar for the names.

Assurant, Inc. (AIZ) institutional activity · 529

Investor Type Est. change Change Δ Own Date
Norges · Exited −$153M
Change −671K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$153M −671K −100.0% Q1 2026
FMR LLC · Reduced −$131M
Change −573K Δ Own −43.3% Date Q1 2026
FMR LLC Reduced· Q1 2026 −$131M −573K −43.3% Q1 2026
T. Rowe Price Investment Management, Inc. · Reduced −$80M
Change −350K Date Q1 2026
T. Rowe Price Investment Management, Inc. Reduced· Q1 2026 −$80M −350K Q1 2026
Select Equity Group, L.P. · Exited −$79M
Change −349K Δ Own −100.0% Date Q1 2026
Select Equity Group, L.P. Exited· Q1 2026 −$79M −349K −100.0% Q1 2026
Voya Investment Management LLC · Added +$61M
Change +266K Date Q1 2026
Voya Investment Management LLC Added· Q1 2026 +$61M +266K Q1 2026
Woodline Partners LP · Added +$58M
Change +256K Date Q1 2026
Woodline Partners LP Added· Q1 2026 +$58M +256K Q1 2026
Bank of New York Mellon Corp · Reduced −$51M
Change −223K Date Q1 2026
Bank of New York Mellon Corp Reduced· Q1 2026 −$51M −223K Q1 2026
Dimensional · Added +$47M
Change +206K Date Q1 2026
Dimensional Added· Q1 2026 +$47M +206K Q1 2026
Invesco Ltd. · Added +$36M
Change +159K Δ Own +14.9% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$36M +159K +14.9% Q1 2026
Clark Capital Management Group, Inc. · Reduced −$32M
Change −140K Date Q1 2026
Clark Capital Management Group, Inc. Reduced· Q1 2026 −$32M −140K Q1 2026
Jain Global LLC · New +$31M
Change +137K Date Q1 2026
Jain Global LLC New· Q1 2026 +$31M +137K Q1 2026
Prana Capital Management, LP · New +$27M
Change +118K Date Q1 2026
Prana Capital Management, LP New· Q1 2026 +$27M +118K Q1 2026
Northern Trust · Reduced −$25M
Change −111K Date Q1 2026
Northern Trust Reduced· Q1 2026 −$25M −111K Q1 2026
AQR Capital Management LLC · Added +$25M
Change +110K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$25M +110K Q1 2026
Adage Capital Partners Gp, L.L.C. · Added +$24M
Change +104K Date Q1 2026
Adage Capital Partners Gp, L.L.C. Added· Q1 2026 +$24M +104K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 529

Famous investor activity in Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Lonergan Robert · Officer Sell −$1.8M
Price $262.71 Qty −7K Owned 27K ΔOwn −20.4% Trade date Jun 22, 2026 Filed date Jun 23, 2026
Lonergan Robert Officer Sell $262.71 −7K −$1.8M 27K −20.4% Jun 22, 2026 Jun 23, 2026
Dirienzo Dimitry · Officer Sell −$511K
Price $255.68 Qty −2K Owned 3K Trade date May 26, 2026 Filed date May 27, 2026
Dirienzo Dimitry Officer Sell $255.68 −2K −$511K 3K May 26, 2026 May 27, 2026
Basu Rajiv · Director Grant (A) 668
Owned 4K Trade date May 22, 2026 Filed date May 26, 2026
Basu Rajiv Director Grant (A) 668 4K May 22, 2026 May 26, 2026
Blake Lynn S. · Director Grant (A) 668
Owned 668 Trade date May 22, 2026 Filed date May 26, 2026
Blake Lynn S. Director Grant (A) 668 668 May 22, 2026 May 26, 2026
Carter J. Braxton II · Director Grant (A) 668
Owned 9K Trade date May 22, 2026 Filed date May 26, 2026
Carter J. Braxton II Director Grant (A) 668 9K May 22, 2026 May 26, 2026
Edelman Harriet · Director Grant (A) 668
Owned 11K Trade date May 22, 2026 Filed date May 26, 2026
Edelman Harriet Director Grant (A) 668 11K May 22, 2026 May 26, 2026
Granat Sari Beth · Director Grant (A) 668
Owned 5K Trade date May 22, 2026 Filed date May 26, 2026
Granat Sari Beth Director Grant (A) 668 5K May 22, 2026 May 26, 2026
Redzic Ognjen · Director Grant (A) 668
Owned 8K Trade date May 22, 2026 Filed date May 26, 2026
Redzic Ognjen Director Grant (A) 668 8K May 22, 2026 May 26, 2026
Reilly Paul J. · Director Grant (A) 668
Owned 22K Trade date May 22, 2026 Filed date May 26, 2026
Reilly Paul J. Director Grant (A) 668 22K May 22, 2026 May 26, 2026
Rosen Elaine · Director Grant (A) 668
Owned 28K Trade date May 22, 2026 Filed date May 26, 2026
Rosen Elaine Director Grant (A) 668 28K May 22, 2026 May 26, 2026
Warren Kevin M. · Director Grant (A) 668
Owned 2K Trade date May 22, 2026 Filed date May 26, 2026
Warren Kevin M. Director Grant (A) 668 2K May 22, 2026 May 26, 2026
Meier Keith · CFO Sell −$6.4M
Price $254.31 Qty −25K Owned 19K Trade date May 15, 2026 Filed date May 18, 2026
Meier Keith CFO Sell $254.31 −25K −$6.4M 19K May 15, 2026 May 18, 2026
Rosenblum Jay · Officer Sell −$504K
Price $251.77 Qty −2K Owned 13K Trade date May 14, 2026 Filed date May 15, 2026
Rosenblum Jay Officer Sell $251.77 −2K −$504K 13K May 14, 2026 May 15, 2026
Lumsden Ryan · Officer Tax withholding or exercise payment (F) -$120K
Price $216.33 Qty -557 Owned 17K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Lumsden Ryan Officer Tax withholding or exercise payment (F) $216.33 -557 -$120K 17K Apr 1, 2026 Apr 3, 2026
Biju Nair · Officer Tax withholding or exercise payment (F) -$240K
Price $216.33 Qty -1K Owned 28K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Biju Nair Officer Tax withholding or exercise payment (F) $216.33 -1K -$240K 28K Apr 1, 2026 Apr 3, 2026
15 of 45
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Assurant, Inc. (AIZ) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 6.8M
% of shares outstanding 12.9% Filing date Feb 13, 2024
Vanguard Group Inc 6.8M 12.9% Feb 13, 2024
BlackRock Inc. 5.4M
% of shares outstanding 10.2% Filing date Jan 24, 2024
BlackRock Inc. 5.4M 10.2% Jan 24, 2024
T. Rowe Price Investment Management, Inc. 5.1M
% of shares outstanding 10.0% Filing date Dec 9, 2024
T. Rowe Price Investment Management, Inc. 5.1M 10.0% Dec 9, 2024
Vanguard Capital Management LLC 3.7M
% of shares outstanding 7.4% Filing date Apr 29, 2026
Vanguard Capital Management LLC 3.7M 7.4% Apr 29, 2026
Vanguard Portfolio Management LLC 3.0M
% of shares outstanding 6.1% Filing date Apr 28, 2026
Vanguard Portfolio Management LLC 3.0M 6.1% Apr 28, 2026
State Street Corp 2.4M
% of shares outstanding 4.6% Filing date Oct 17, 2024
State Street Corp 2.4M 4.6% Oct 17, 2024
Bank of New York Mellon Corp 2.2M
% of shares outstanding 4.2% Filing date Feb 9, 2024
Bank of New York Mellon Corp 2.2M 4.2% Feb 9, 2024
FMR LLC 1.9M
% of shares outstanding 3.6% Filing date Feb 9, 2024
FMR LLC 1.9M 3.6% Feb 9, 2024
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Assurant, Inc. (AIZ) ownership FAQ

Who owns AIZ?

529 reporting institutions disclosed AIZ position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.