$AIZ

$286.30 -$0.85 (0.3%) Close

$AIZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 49.3M shares outstanding

Who owns AIZ?

By type of holder

Institutions 98.4% Insiders 0.8% Everyone else 0.9%

Concentration Top 10 holders own 52.2%

BlackRock, Inc. 10.2% · Bank of New York Mellon Corp 9.6%

Institutional ownership

98.4%

+3.0 pts vs last qtr

Institutional holders

610

+25 vs last qtr

Net shares bought

+1.5M

by institutions in Q2 2026

New / sold out

98 / 73

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.1M
Norges Bank NEW +651.7K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −844.8K
Vanguard Portfolio Management LLC −171.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$13.4M

8 notices from 7 people

Shares covered

52.3K

0.11% of the company

Arranged in advance

61%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Keith Meier Officer 10b5-1 $6.32M
Debra Perry Former affiliate $2.49M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−17.5%

−2.12% a year

Each share's claim on the business

+21.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$4.18B vs $619M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years7% 1–3 years11% Under 1 year4%

Quarterly turnover

9.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AIZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.0M	10.16%	+1.1M (+27.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.1M (Q3'24) Change over 8 quarters−82.2K Share of the company10.160% BlackRock, Inc.'s full portfolio →
BO Bank of New York Mellon Corp	4.7M	9.59%	−89.0K (−1.8%)	≤2021	0.2%
Shares held by quarter Peak holding5.0M (Q4'25) Change over 8 quarters+2.3M Share of the company9.590% Bank of New York Mellon Corp's full portfolio →

BlackRock, Inc.

5.0M

% of company

10.16%

Change vs last qtr

+1.1M (+27.0%)

Held since

≤2021

Bank of New York Mellon Corp

4.7M

% of company

9.59%

Change vs last qtr

−89.0K (−1.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Assurant Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AIZ on Form N-PORT; together they hold 51.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$422M	1.6M	3.19%	0.02%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$345M	1.3M	2.61%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$422M

% of company

3.19%

% of the fund

0.02%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$345M

% of company

2.61%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Assurant Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DK Demmings Keith Insider	133.2K	0.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.270% Demmings Keith's insider activity →
RE Rosen Elaine Insider	27.7K	0.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.060% Rosen Elaine's insider activity →

Demmings Keith

Insider

133.2K

% of company

0.27%

Change vs last qtr

—

Held since

—

Rosen Elaine

Insider

27.7K

% of company

0.06%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Assurant Inc.

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