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Of the 13 tracked institutions holding AIZ, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.1pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, AIZ (ASSURANT INC) is held with a combined value of $3.75B across 16,517,312 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.60B (0.02% of their portfolio). 8 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$3.75B
Total Shares Held
16,517,312
Institutional Holders
13
% of Shares Outstanding
33.3%
of 49.55M shares · SEC 2026-05-01
Days to Cover
3.0-4.8%
1.36M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 33.3% of AIZ's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-01), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$1.84M
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Robert Lonergan | S | Sale | 7,000 | $1.84M |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.60B | 0.02% | +0.1% |
| 2 | BlackRock, Inc. | $859.45M | 0.02% | -0.7% |
| 3 | STATE STREET CORP | $551.37M | 0.02% | -1.6% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $249.72M | 0.03% | +7.8% |
| 5 | FMR LLC | $163.44M | 0.01% | -43.3% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $100.74M | 0.02% | +10.6% |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $75.07M | 0.12% | +43.5% |
| 8 | MILLENNIUM MANAGEMENT LLC | $57.28M | 0.02% | -18.4% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $46.19M | 0.02% | +106.5% |
| 10 | Gotham Asset Management, LLC | $22.02M | 0.07% | +27.0% |
| Member | Type | Date |
|---|---|---|
| Julia Letlow | Buy | Aug 26, 2025 |
| Kelly Loeffler | Sell | Apr 7, 2020 |
| Kelly Loeffler | Buy | Apr 7, 2020 |
| Kelly Loeffler | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of AIZ with a position worth $1.60B, representing 0.02% of their portfolio. In total, 13 institutional investors hold AIZ with a combined value of $3.75B.
Institutional investors hold $3.75B worth of AIZ stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $1.60B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AIZ, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AIZ positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 7, 2020 |
| Kelly Loeffler | Buy | Mar 20, 2020 |
| Kelly Loeffler | Buy | Mar 18, 2020 |
| Kelly Loeffler | Sell | Mar 9, 2020 |
| Kelly Loeffler | Sell | Feb 20, 2020 |
Last Close
$276.94
2026-07-24
YTD
+16.5%
97% of 52-week range
