StockData
AIZNYSEInsurance Carriers, NECFiscal year ends December 31Also trades as AIZN

ASSURANT, INC.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$280.56−2.75 (-0.97%)

Close on Oct 19, 2026

Market cap
$13.98B
P/E (TTM)
13.3
Dividend yield
1.17%

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
49M
Shares held, 13F filers
Institutional holders
611
100 new, 65 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $10.96M

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Bank of New York Mellon Corp5,091,31410.20%13G (passive) amendmentNov 30, 2025
Vanguard Capital Management3,681,3417.40%13G (passive)Mar 31, 2026
BlackRock, Inc.3,193,4916.30%13G (passive) amendmentJun 30, 2025
State Street Corporation3,048,5716.00%13G (passive)Mar 31, 2025
Vanguard Portfolio Management3,017,5596.07%13G (passive)Mar 31, 2026

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of AIZValueChange% of portfolio
BlackRock, Inc.5,009,537–$1.35B+1,063,6610.02%
Bank of New York Mellon Corp4,727,930–$1.27B−89,0210.21%
Vanguard Capital Management LLC3,236,936–$869.21M−6,5680.02%
Vanguard Portfolio Management LLC2,836,307–$761.63M−171,8300.03%
State Street Corp2,541,897–$682.58M+10,4810.02%
T. Rowe Price Investment Management, Inc.2,427,220–$651.78K−844,8230.43%
Geode Capital Management, LLC1,417,209–$379.92M+10,4230.02%
Invesco Ltd.1,226,729–$329.41M+2820.03%
Dimensional Fund Advisors LP1,199,305–$322.05M+73,8990.06%
Price T Rowe Associates Inc /Md/1,143,631–$307.10K−2,8830.03%
Bank Of America Corp /De/1,004,116–$269.64M+642,9060.02%
Massachusetts Financial Services Co /Ma/920,398–$247.15M−2,0230.08%
Fuller & Thaler Asset Management, Inc.896,364–$240.70M+198,8290.66%
Morgan Stanley777,257–$208.72M+120,2720.01%
Voya Investment Management LLC754,475–$202.10M−79,6460.17%
FMR LLC689,904–$185.26M−60,4570.01%
Norges Bank651,725–$175.01MNew0.02%
First Trust Advisors LP612,525–$164.48M−20,3710.10%
Lyrical Asset Management LP582,803–$156.50M−29,3011.98%
Schroder Investment Management Group548,785–$147.37M+49,0510.10%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares heldNew / addedReduced / closedShares boughtShares sold
Q2 202661149M100 / 227197 / 655M3M
Q1 202658447M86 / 204199 / 5610M7M
Q4 202556451M84 / 216183 / 507M3M
Q3 202554147M71 / 201199 / 704M5M
Q2 202554748M77 / 183222 / 855M6M
Q1 202556250M69 / 216187 / 614M3M
Q4 202456549M98 / 168223 / 503M4M
Q3 202452350M73 / 168200 / 638M3M
Q2 202451749M65 / 196187 / 493M4M
Q1 202450851M72 / 170189 / 464M3M
Q4 202348550M107 / 168155 / 335M4M
Q3 202341950M53 / 129169 / 433M3M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of AIZValue% of fundAs of
Vanguard Total Stock Market Index Fund1,571,969–$422.12M0.02%Jun 30, 2026
Vanguard 500 Index Fund1,284,973–$345.05M0.02%Jun 30, 2026
T. Rowe Price Mid-Cap Growth Fund, Inc.1,280,187–$343.77M1.49%Jun 30, 2026
BNY Mellon Dynamic Value Fund1,218,462–$303.24M2.50%May 31, 2026
Vanguard Small-Cap Index Fund1,136,032–$305.06M0.16%Jun 30, 2026
Fullerthaler Behavioral Small Cap Equity852,628–$228.96M1.81%Jun 30, 2026
Invesco S&P 500 Equal Weight ETF724,027–$202.14M0.21%Jul 31, 2026
Vanguard Small-Cap Value Index Fund719,816–$193.29M0.29%Jun 30, 2026
Fidelity 500 Index Fund640,890–$159.50M0.02%May 31, 2026
iShares Core S&P 500 ETF621,863–$166.99M0.02%Jun 30, 2026
MFS Mid Cap Value Fund614,625–$165.05M0.95%Jun 30, 2026
T. Rowe Price Mid-Cap Value Fund, Inc.566,315–$152.07M0.93%Jun 30, 2026
iShares Large Cap Core Active ETF532,632–$148.71M2.31%Jul 31, 2026
JNL/Newton Equity Income Fund503,521–$135.21M3.05%Jun 30, 2026
State Street(R) SPDR(R) S&P(R) Dividend ETF489,929–$131.56M0.61%Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares ownedLatest filing
Keith DemmingsPresident & CEO, Director133,170Sep 15, 2026
Nair BijuEVP, Pres, Global Conn Living24,247Aug 7, 2026
Robert LonerganEVP, CSTO27,374Jun 23, 2026
Dimitry DiRienzoSVP, CAO, Controller2,741May 27, 2026
Keith MeierEVP, Chief Financial Officer19,404May 18, 2026
Jay RosenblumEVP, Chief Legal Officer12,764May 15, 2026
Subhashish SenguptaEVP, Chief People Officer3,736Apr 3, 2026
Ryan LumsdenEVP, Pres, Global Housing17,298Apr 3, 2026
Michael P. CampbellEVP, COO27,443Mar 18, 2026
Jeffrey A. StricklandEVP, Pres. Global Automotive5,996Mar 18, 2026
Francesca LuthiEVP, Chief Operating Officer16,024Mar 18, 2025
J. Braxton Carter IIDirector8,961May 26, 2026
Ognjen RedzicDirector8,136May 26, 2026
Paul J. ReillyDirector22,155May 26, 2026
Harriet EdelmanDirector11,114May 26, 2026
Kevin M. WarrenDirector2,315May 26, 2026
Rajiv BasuDirector3,731May 26, 2026
Lynn S. BlakeDirector668May 26, 2026
Elaine RosenDirector27,686May 26, 2026
Sari Beth GranatDirector4,624May 26, 2026
Debra J. PerryDirector10,446May 27, 2025

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Keith Demmings
President & CEO, Director
Sep 15, 2026Gift−3,500––133,170
Nair Biju
EVP, Pres, Global Conn Living
Aug 6, 2026Sale−3,931$302.46$1.19M24,247
Robert Lonergan
EVP, CSTO
Jun 22, 2026Sale(10b5-1 plan)−7,000$262.71$1.84M27,374
Dimitry DiRienzo
SVP, CAO, Controller
May 26, 2026Sale−2,000$255.68$511.36K2,741
Kevin M. Warren
Director
May 22, 2026Award+668––2,315
Ognjen Redzic
Director
May 22, 2026Award+668––8,136
Sari Beth Granat
Director
May 22, 2026Award+668––4,624
Elaine Rosen
Director
May 22, 2026Award+668––27,686
Lynn S. Blake
Director
May 22, 2026Award+668––668
J. Braxton Carter II
Director
May 22, 2026Award+668––8,961
Paul J. Reilly
Director
May 22, 2026Award+668––22,155
Harriet Edelman
Director
May 22, 2026Award+668––11,114
Rajiv Basu
Director
May 22, 2026Award+668––3,731
Keith Meier
EVP, Chief Financial Officer
May 15, 2026Sale(10b5-1 plan)−25,000$254.31$6.36M18,552
Jay Rosenblum
EVP, Chief Legal Officer
May 14, 2026Sale−2,000$251.77$503.54K12,764
Ryan Lumsden
EVP, Pres, Global Housing
Apr 1, 2026Tax withholding−557$216.33$120.50K17,298
Subhashish Sengupta
EVP, Chief People Officer
Apr 1, 2026Tax withholding−149$216.33$32.23K2,746
Nair Biju
EVP, Pres, Global Conn Living
Apr 1, 2026Tax withholding−1,108$216.33$239.69K28,143
Dimitry DiRienzo
SVP, CAO, Controller
Mar 20, 2026Sale−750$210.98$158.24K4,741
Subhashish Sengupta
EVP, Chief People Officer
Mar 20, 2026Sale−1,880$210.53$395.80K2,895
Subhashish Sengupta
EVP, Chief People Officer
Mar 19, 2026Sale−20$215.00$4.30K4,775
Keith Meier
EVP, CFO
Mar 16, 2026Tax withholding−11,717$222.15$2.60M40,063
Keith Meier
EVP, CFO
Mar 16, 2026Award+3,489––43,552
Keith Meier
EVP, CFO
Mar 16, 2026Award+22,355––51,780
Jeffrey A. Strickland
EVP, Pres. Global Automotive
Mar 16, 2026Award+844––5,996
Jeffrey A. Strickland
EVP, Pres. Global Automotive
Mar 16, 2026Tax withholding−722$222.15$160.39K5,152
Jeffrey A. Strickland
EVP, Pres. Global Automotive
Mar 16, 2026Award+1,711––5,874
Jay Rosenblum
EVP and CLO
Mar 16, 2026Award+1,349––14,764
Jay Rosenblum
EVP and CLO
Mar 16, 2026Award+11,736––19,611
Jay Rosenblum
EVP and CLO
Mar 16, 2026Tax withholding−6,196$222.15$1.38M13,415
Ryan Lumsden
EVP, Pres. Global Housing
Mar 16, 2026Award+2,189––18,044
Ryan Lumsden
EVP, Pres. Global Housing
Mar 16, 2026Award+844––17,855
Ryan Lumsden
EVP, Pres. Global Housing
Mar 16, 2026Tax withholding−1,033$222.15$229.48K17,011
Robert Lonergan
EVP, CSTO
Mar 16, 2026Award+1,843––34,374
Robert Lonergan
EVP, CSTO
Mar 16, 2026Tax withholding−6,699$222.15$1.49M32,531
Robert Lonergan
EVP, CSTO
Mar 16, 2026Award+13,414––39,230
Michael P. Campbell
EVP, COO
Mar 16, 2026Award+2,093––27,443
Michael P. Campbell
EVP, COO
Mar 16, 2026Tax withholding−7,687$222.15$1.71M25,350
Michael P. Campbell
EVP, COO
Mar 16, 2026Award+13,285––33,037
Keith Demmings
President and CEO, Director
Mar 16, 2026Award+11,254$222.15$2.50M136,635
Keith Demmings
President and CEO, Director
Mar 16, 2026Tax withholding−42,338$222.15$9.41M125,381
Keith Demmings
President and CEO, Director
Mar 16, 2026Award+83,030––167,719
Nair Biju
EVP/Pres. Global Conn. Living
Mar 16, 2026Award+14,947––34,475
Nair Biju
EVP/Pres. Global Conn. Living
Mar 16, 2026Tax withholding−7,385$222.15$1.64M27,090
Nair Biju
EVP/Pres. Global Conn. Living
Mar 16, 2026Award+2,161––29,251
Subhashish Sengupta
EVP, Chief People Officer
Mar 16, 2026Award+844––4,795
Subhashish Sengupta
EVP, Chief People Officer
Mar 16, 2026Tax withholding−1,239$222.15$275.24K3,951
Subhashish Sengupta
EVP, Chief People Officer
Mar 16, 2026Award+2,076––5,190
Dimitry DiRienzo
SVP, CAO, Controller
Mar 16, 2026Award+3,387––6,378
Dimitry DiRienzo
SVP, CAO, Controller
Mar 16, 2026Tax withholding−1,395$222.15$309.90K4,983
Dimitry DiRienzo
SVP, CAO, Controller
Mar 16, 2026Award+508––5,491
Keith Demmings
President and CEO, Director
Oct 3, 2025Sale(10b5-1 plan)−13,420$220.51$2.96M84,952
Keith Demmings
President and CEO, Director
Oct 3, 2025Sale(10b5-1 plan)−305$221.03$67.41K84,647
Dimitry DiRienzo
SVP, CAO, Controller
Oct 1, 2025Tax withholding−144$217.48$31.32K2,991
Michael P. Campbell
EVP, COO
Oct 1, 2025Award+862––19,752
Keith Demmings
President and CEO, Director
Aug 29, 2025Sale(10b5-1 plan)−4,275$220.27$941.65K98,372
Jay Rosenblum
EVP and CLO
Aug 12, 2025Sale−3,900$208.53$813.27K7,875
Dimitry DiRienzo
SVP, CAO, Controller
Aug 8, 2025Sale−950$204.96$194.71K3,135
Nair Biju
EVP
Jul 1, 2025Tax withholding−167$197.66$33.01K19,443
Harriet Edelman
Director
May 22, 2025Award+881––10,446

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.

Planned insider sales

Notices of proposed sale filed on Form 144 before shares are sold

SellerFiledSharesMarket valuePlanned saleAcquired through
Biju Nair Declaration Of Trust The
Officer
Aug 6, 20263,931$1.19MAug 6, 2026Restricted Stock Vesting Under a Registered Plan
Anthony Lonergan Robert
Officer
Jun 22, 20267,000$1.82MJun 22, 2026RSUs/PSUs
Perry Debra
Former Affiliate
Jun 10, 20269,746$2.49MJun 10, 2026Restricted Stock Vesting Under a Registered Plan
Dirienzo Dimitry
Officer
May 26, 20262,000$511.36KMay 26, 2026Restricted stock vesting under a registered plan
Meier Keith
Officer
May 15, 202625,000$6.32MMay 15, 2026RSU/PSU
E. Rosenblum Jay
Officer
May 14, 20262,000$503.54KMay 14, 2026Restricted stock vesting under a registered plan
Dirienzo Dimitry
Officer
Mar 20, 2026750$158.24KMar 20, 2026Restricted stock vesting under a registered plan
Sengupta Subhashish
Officer
Mar 19, 20261,900$402.44KMar 19, 2026Restricted stock vesting under a registered plan
Demmings Keith
Director, Officer
Aug 29, 202518,000$3.94MAug 29, 2025RSUs & PSUS
E. Rosenblum Jay
Officer
Aug 12, 20253,900$813.26KAug 12, 2025Restricted stock vesting under a registered plan
Dirienzo Dimitry
Officer
Aug 8, 2025950$194.71KAug 8, 2025Restricted stock vesting under a registered plan
E. Rosenblum Jay
Officer
May 16, 20251,000$201.93KMay 16, 2025Restricted stock vesting under a registered plan
Dirienzo Dimitry
Officer
Mar 20, 20251,650$351.51KMar 20, 2025Restricted stock vesting under a registered plan
Anthony Lonergan Robert
Officer
Mar 20, 20253,500$743.35KMar 20, 2025Restricted stock vesting under a registered plan
Biju Nair Declaration Of Trust The
Officer
Feb 19, 20253,000$604.49KFeb 19, 2025Restricted stock vesting under a registered plan