AIZ
Assurant, Inc. · Financial Services · Insurance - Property & Casualty
Momentum inputs (comparable managers):
holder breadth -2.0% ·
share flow +5.1% ·
net new positions -1.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | -3 | 36.86M | $9.89B | +3 | −5 |
| Q1 2026 | 150 | -1 | 34.49M | $7.51B | +3 | −5 |
| Q4 2025 | 150 | -1 | 38.08M | $9.16B | +2 | −2 |
| Q3 2025 | 21 | +1 | 19.26M | $4.17B | +1 | −1 |
| Q2 2025 | 18 | 0 | 19.85M | $3.92B | +2 | −2 |
| Q1 2025 | 15 | +1 | 7.92M | $1.66B | +1 | — |
| Q4 2024 | 14 | -2 | 7.30M | $1.56B | +1 | −3 |
| Q3 2024 | 15 | +2 | 5.06M | $1.01B | +2 | — |
| Q2 2024 | 13 | — | 5.07M | $843.88M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.01M | +27.0% | $1.35B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 4.73M | -1.9% | $1.27B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 48 | Vanguard Capital Management Llc | 3.24M | -0.2% | $869.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | State Street Global Advisors ✦ (passive) | 2.54M | +0.4% | $682.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Geode Capital Management ✦ (passive) | 1.42M | +0.7% | $379.92M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Geode Capital Management ✦ (passive) | 1.42M | +0.7% | $379.92M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Invesco Ltd. | 1.23M | 0.0% | $329.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Dimensional Fund Advisors Lp | 1.20M | +6.6% | $322.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Dimensional Fund Advisors Lp | 1.20M | +6.6% | $322.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Dimensional Fund Advisors Lp | 1.20M | +6.6% | $322.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Dimensional Fund Advisors Lp | 1.20M | +6.6% | $322.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Dimensional Fund Advisors Lp | 1.20M | +6.6% | $322.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 1.14M | -0.2% | $307.10M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 72 | T. Rowe Price ✦ | 1.14M | -0.2% | $307.10M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 1.00M | +178.0% | $269.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Massachusetts Financial Services Co… | 920.40K | -0.2% | $247.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | Massachusetts Financial Services Co… | 920.40K | -0.2% | $247.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Massachusetts Financial Services Co… | 920.40K | -0.2% | $247.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Massachusetts Financial Services Co… | 920.40K | -0.2% | $247.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 777.26K | +18.3% | $208.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| PFA Pension… | $32.56M | was 0.1% |
| Empower Advisory Group, LLC | $453,698 | was 0.0% |
| Wcm Investment Management, Llc | $246,798 | was 0.0% |
| Capstone Investment Advisors… | $240,244 | was 0.0% |
| Kayne Anderson Rudnick… | $17,207 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 574 holders, 46.96M shares, $9.02B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.