ASSURANT, INC. (AIZ) — Institutional Holders, Q2 2026 (page 6)
616 institutional investment managers reported a AIZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $13.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AIZ 13F holders ranked 501–600 of 616
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Center for Financial Planning#501 · 75 sh | 75 | $20.1K | — | 0.0% |
| 502 | JFS WEALTH ADVISORS#502 · 68 sh | 68 | $18.3K | <0.01% | +3.0% |
| 503 | CoreCap Advisors#503 · 67 sh | 67 | $18.0K | — | +3.1% |
| 504 | Fortitude Family Office#504 · 67 sh | 67 | $18.0K | — | +9.8% |
| 505 | Pinnacle Bancorp#505 · 65 sh | 65 | $17.5K | — | New |
| 506 | Copia Wealth Management#506 · 62 sh | 62 | $16.6K | 0.01% | 0.0% |
| 507 | Cetera Company, N.A#507 · 60 sh | 60 | $16.1K | <0.01% | 0.0% |
| 508 | Aventura Private Wealth#508 · 60 sh | 60 | $16.1K | <0.01% | 0.0% |
| 509 | Manchester Capital Management#509 · 58 sh | 58 | $15.6K | — | 0.0% |
| 510 | CREDIT INDUSTRIEL ET COMMERCIAL#510 · 57 sh | 57 | $15.3K | <0.01% | -87.3% |
| 511 | Accordant Advisory Group#511 · 56 sh | 56 | $15.0K | 0.01% | 0.0% |
| 512 | PRIVATE NA#512 · 52 sh | 52 | $14.0K | — | +20.9% |
| 513 | ACTION POINT FINANCIAL PLANNING#513 · 54 sh | 54 | $13.4K | <0.01% | New |
| 514 | Keating Financial Advisory Services#514 · 50 sh | 50 | $13.4K | <0.01% | +6.4% |
| 515 | Sunrise Financial Services#515 · 50 sh | 50 | $13.4K | — | 0.0% |
| 516 | Owl Creek Wealth Partners#516 · 50 sh | 50 | $13.4K | — | 0.0% |
| 517 | Dogwood Wealth Management#517 · 50 sh | 50 | $13.4K | <0.01% | +257.1% |
| 518 | WEST PACES ADVISORS#518 · 48 sh | 48 | $12.9K | — | New |
| 519 | Capital Advisors, Ltd.#519 · 45 sh | 45 | $12.0K | <0.01% | 0.0% |
| 520 | BOKF, NA#520 · 44 sh | 44 | $11.8K | <0.01% | New |
| 521 | Lodestone Wealth Management#521 · 42 sh | 42 | $11.3K | — | -12.5% |
| 522 | Basepoint Wealth#522 · 42 sh | 42 | $11.3K | <0.01% | +44.8% |
| 523 | Signature Equity Partners#523 · 39 sh | 39 | $10.4K | <0.01% | +5.4% |
| 524 | Fourth Dimension Wealth#524 · 38 sh | 38 | $10.2K | <0.01% | New |
| 525 | RICHARDSON FINANCIAL SERVICES#525 · 38 sh | 38 | $10.2K | <0.01% | +40.7% |
| 526 | Strengthening Families & Communities#526 · 38 sh | 38 | $10.1K | — | 0.0% |
| 527 | Addison Advisors#527 · 36 sh | 36 | $9.7K | <0.01% | +56.5% |
| 528 | Strategic Wealth Partners, Ltd.#528 · 36 sh | 36 | $9.7K | <0.01% | 0.0% |
| 529 | ALERUS FINANCIAL NA#529 · 35 sh | 35 | $9.4K | <0.01% | 0.0% |
| 530 | OF VERMONT#530 · 34 sh | 34 | $9.1K | — | — |
| 531 | Cornerstone Planning Group#531 · 32 sh | 32 | $8.7K | — | -22.0% |
| 532 | ZRC WEALTH MANAGEMENT#532 · 32 sh | 32 | $8.6K | — | +190.9% |
| 533 | Cedar Mountain Advisors#533 · 30 sh | 30 | $8.1K | — | 0.0% |
| 534 | True Wealth Design#534 · 29 sh | 29 | $7.8K | — | +16.0% |
| 535 | VALLEY NATIONAL ADVISERS#535 · 29 sh | 29 | $7.8K | — | +3.6% |
| 536 | ROTHSCHILD INVESTMENT#536 · 29 sh | 29 | $7.8K | <0.01% | +7.4% |
| 537 | Prestige Wealth Management Group#537 · 27 sh | 27 | $7.3K | <0.01% | 0.0% |
| 538 | HIGHLINE WEALTH PARTNERS#538 · 27 sh | 27 | $7.3K | — | +3.8% |
| 539 | Signature Resources Capital Management#539 · 26 sh | 26 | $7.0K | — | 0.0% |
| 540 | Marquette Asset Management#540 · 25 sh | 25 | $6.7K | — | 0.0% |
| 541 | Westside Investment Management#541 · 25 sh | 25 | $6.7K | <0.01% | 0.0% |
| 542 | VAQUERO PRIVATE WEALTH, LTD#542 · 25 sh | 25 | $6.7K | <0.01% | — |
| 543 | United Financial Planning Group#543 · 25 sh | 25 | $6.7K | <0.01% | 0.0% |
| 544 | MV CAPITAL MANAGEMENT#544 · 24 sh | 24 | $6.4K | <0.01% | 0.0% |
| 545 | Bruce G. Allen Investments#545 · 24 sh | 24 | $6.4K | <0.01% | 0.0% |
| 546 | Silver Grove Financial Group#546 · 24 sh | 24 | $6.4K | <0.01% | New |
| 547 | Bell Investment Advisors#547 · 23 sh | 23 | $6.2K | <0.01% | +35.3% |
| 548 | Allied Private Wealth#548 · 21 sh | 21 | $5.8K | <0.01% | — |
| 549 | BROWN, LISLE/CUMMINGS#549 · 19 sh | 19 | $5.1K | — | -20.8% |
| 550 | TrueNorth#550 · 18 sh | 18 | $4.8K | <0.01% | +50.0% |
| 551 | Physician Wealth Advisors#551 · 18 sh | 18 | $4.8K | — | +100.0% |
| 552 | Acumen Wealth Advisors#552 · 17 sh | 17 | $4.6K | <0.01% | 0.0% |
| 553 | Rialto Wealth Management#553 · 17 sh | 17 | $4.6K | <0.01% | +41.7% |
| 554 | Creative Capital Management Investments#554 · 17 sh | 17 | $4.6K | <0.01% | New |
| 555 | Bay Harbor Wealth Management#555 · 16 sh | 16 | $4.3K | <0.01% | +45.5% |
| 556 | WHITTIER OF NEVADA#556 · 15 sh | 15 | $4.2K | <0.01% | 0.0% |
| 557 | SJS Investment Consulting#557 · 15 sh | 15 | $4.0K | — | +50.0% |
| 558 | Clearstead#558 · 15 sh | 15 | $4.0K | <0.01% | +1400.0% |
| 559 | Ankerstar Wealth#559 · 15 sh | 15 | $4.0K | <0.01% | New |
| 560 | Kilter Group#560 · 14 sh | 14 | $3.8K | <0.01% | +7.7% |
| 561 | Hughes Financial Services#561 · 14 sh | 14 | $3.8K | <0.01% | +133.3% |
| 562 | Burk#562 · 14 sh | 14 | $3.8K | <0.01% | 0.0% |
| 563 | Spire Wealth Management#563 · 13 sh | 13 | $3.5K | <0.01% | +8.3% |
| 564 | DiNuzzo Private Wealth#564 · 13 sh | 13 | $3.5K | — | 0.0% |
| 565 | KELLEHER FINANCIAL ADVISORS#565 · 12 sh | 12 | $3.2K | <0.01% | New |
| 566 | Valued Wealth Advisors#566 · 12 sh | 12 | $3.2K | <0.01% | +20.0% |
| 567 | SUMMIT SECURITIES GROUP#567 · 12 sh | 12 | $3.2K | <0.01% | +50.0% |
| 568 | Hilton Head Capital Partners#568 · 12 sh | 12 | $3.2K | — | 0.0% |
| 569 | MANNING & NAPIER ADVISORS#569 · 12 sh | 12 | $3.2K | 0.00% | New |
| 570 | Cape Investment Advisory#570 · 11 sh | 11 | $3.0K | — | New |
| 571 | Colonial / SC#571 · 11 sh | 11 | $3.0K | <0.01% | -26.7% |
| 572 | Alpine Bank Wealth Management#572 · 11 sh | 11 | $3.0K | — | New |
| 573 | Sachetta#573 · 11 sh | 11 | $3.0K | <0.01% | +10.0% |
| 574 | Mowery & Schoenfeld Wealth Management#574 · 10 sh | 10 | $2.7K | <0.01% | 0.0% |
| 575 | Retirement Wealth Solutions#575 · 10 sh | 10 | $2.7K | — | +25.0% |
| 576 | HFM Investment Advisors#576 · 10 sh | 10 | $2.7K | <0.01% | +100.0% |
| 577 | James T. Borello RIA#577 · 10 sh | 10 | $2.7K | — | 0.0% |
| 578 | FWL INVESTMENT MANAGEMENT#578 · 9 sh | 9 | $2.4K | <0.01% | New |
| 579 | Cornerstone Financial Management#579 · 9 sh | 9 | $2.4K | <0.01% | +200.0% |
| 580 | NBC SECURITIES#580 · 9 sh | 9 | $2.4K | — | New |
| 581 | Glen Eagle Advisors#581 · 8 sh | 8 | $2.2K | <0.01% | 0.0% |
| 582 | Dunhill Financial#582 · 7 sh | 7 | $1.9K | <0.01% | +16.7% |
| 583 | Bogart Wealth#583 · 7 sh | 7 | $1.9K | <0.01% | +600.0% |
| 584 | Park Square Financial Group#584 · 7 sh | 7 | $1.9K | 0.02% | -30.0% |
| 585 | SOA Wealth Advisors#585 · 7 sh | 7 | $1.8K | <0.01% | 0.0% |
| 586 | Private Wealth Management Group#586 · 6 sh | 6 | $1.6K | — | 0.0% |
| 587 | Golden State Wealth Management#587 · 6 sh | 6 | $1.6K | <0.01% | New |
| 588 | Geneos Wealth Management#588 · 5 sh | 5 | $1.3K | 0.00% | New |
| 589 | SHP Wealth Management#589 · 5 sh | 5 | $1.3K | <0.01% | -37.5% |
| 590 | SBI Securities , Ltd.#590 · 5 sh | 5 | $1.3K | — | 0.0% |
| 591 | BARTLETT & WEALTH MANAGEMENT#591 · 5 sh | 5 | $1.3K | 0.00% | +400.0% |
| 592 | Rossby Financial, LCC#592 · 5 sh | 5 | $1.3K | <0.01% | +25.0% |
| 593 | CENTRAL#593 · 4 sh | 4 | $1.1K | 0.00% | 0.0% |
| 594 | Principia Wealth Advisory#594 · 4 sh | 4 | $1.1K | <0.01% | 0.0% |
| 595 | Ares Financial Consulting#595 · 4 sh | 4 | $1.1K | — | 0.0% |
| 596 | Essential Partners#596 · 4 sh | 4 | $1.1K | — | 0.0% |
| 597 | Avion Wealth#597 · 4 sh | 4 | $1.0K | <0.01% | New |
| 598 | Navigoe#598 · 4 sh | 4 | $1.0K | <0.01% | New |
| 599 | AdvisorNet Financial#599 · 3 sh | 3 | $806.00 | — | 0.0% |
| 600 | United Community Bank#600 · 3 sh | 3 | $806.00 | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.