Who Owns Assurant Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Assurant Inc.
Who crossed 5% of AIZ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| VALLEY WEALTH MANAGERS, INC.Stock98.3K shadded | $25.9M |
| GAMMA Investing LLCCommon Stock3K shadded | $787.6K |
| GoalFusion Wealth Management, LLCCOM2.2K shheld | $572.8K |
| Farther Finance Advisors, LLCStock1.1K shtrimmed | $287.8K |
| Wedmont Private CapitalCOM926 shtrimmed | $252.7K |
| Paragon Capital Management LtdCOM912 shtrimmed | $240.3K |
| Bullock Wealth Management GroupStock621 shtrimmed | $165.3K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock91 shtrimmed | $24K |
| Retirement Wealth Solutions LLCCOM90 shadded | $23.7K |
| Grove Bank & TrustCOM75 shheld | $19.8K |
| CoreCap Advisors, LLCStock72 shadded | $19K |
| ELEVATION WEALTH PARTNERS, LLCCOM32 shheld | $8.4K |
| Marquette Asset Management, LLCCOM25 shheld | $6.6K |
| ARMSTRONG ADVISORY GROUP, INCCOM10 sh— | $2.6K |
| GK Wealth Management LLCCOM6 sh— | $1.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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