Assurant Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:AIZ * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Nov 24	SellMex$12,619,039	Biju Nair	Individual	3,000	Mex$4,206.35
19 Aug 24	SellMex$1,940,864	Dimitry DiRienzo	Individual	550	Mex$3,528.84
12 Aug 24	SellMex$5,071,109	Martin Charles Jenns	Individual	1,500	Mex$3,380.74
12 Aug 24	SellMex$5,920,047	Jay Rosenblum	Individual	1,750	Mex$3,382.88
21 May 24	SellMex$31,302,114	Michael Campbell	Individual	11,000	Mex$2,874.55
17 May 24	SellMex$6,068,177	Dimitry DiRienzo	Individual	2,084	Mex$2,911.79
16 May 24	SellMex$7,941,622	Robert Lonergan	Individual	2,700	Mex$2,941.34
16 May 24	SellMex$19,733,920	Francesca Luthi	Individual	6,700	Mex$2,945.36

Insider Trading Volume

Insider Buying: AIZ * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AIZ *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	56,462	0.11%
Individual Insiders	244,116	0.475%
Institutions	51,055,426	99.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.2%	The Vanguard Group, Inc.	6,772,813	Mex$31.2b	0.02%	0.02%
11.7%	T. Rowe Price Group, Inc.	6,010,168	Mex$27.7b	-0.88%	0.11%
9.93%	BlackRock, Inc.	5,091,718	Mex$23.5b	1.44%	0.02%
4.76%	State Street Global Advisors, Inc.	2,439,162	Mex$11.2b	-2.83%	0.02%
4.72%	BNY Asset Management	2,419,363	Mex$11.1b	14.5%	0.1%
2.73%	Massachusetts Financial Services Company	1,401,607	Mex$6.5b	-0.09%	0.07%
2.71%	Geode Capital Management, LLC	1,388,769	Mex$6.4b	-0.01%	0.02%
2.25%	FMR LLC	1,154,525	Mex$5.3b	6.04%	0.01%
2.08%	AQR Capital Management, LLC	1,068,995	Mex$4.9b	4.9%	0.31%
1.8%	Invesco Capital Management LLC	924,756	Mex$4.3b	-8.77%	0.08%
1.56%	Nordea Investment Management, AB	797,943	Mex$3.7b	16.2%	0.12%
1.42%	Lyrical Asset Management LP	730,533	Mex$3.4b	-5.71%	2.29%
1.34%	Dimensional Fund Advisors LP	687,360	Mex$3.2b	-1.62%	0.02%
1.33%	Norges Bank Investment Management	680,232	Mex$3.1b	0%	0.01%
1.32%	Northern Trust Global Investments	675,500	Mex$3.1b	-7.26%	0.02%
1.17%	Clark Capital Management Group Inc	600,247	Mex$2.8b	27.6%	0.91%
1.07%	Schroder Investment Management North America Inc.	547,853	Mex$2.5b	24.8%	0.38%
1.05%	TD Asset Management, Inc.	537,545	Mex$2.5b	-5.05%	0.09%
1.05%	UBS Asset Management AG	536,496	Mex$2.5b	1.99%	0.01%
1.03%	Eaton Vance Management	526,522	Mex$2.4b	0.49%	0.03%
0.88%	Charles Schwab Investment Management, Inc.	449,153	Mex$2.1b	-0.11%	0.02%
0.84%	Macquarie Investment Management Business Trust	432,213	Mex$2.0b	-9.44%	0.11%
0.84%	Deutsche Asset & Wealth Management	431,297	Mex$2.0b	7.85%	0.03%
0.81%	Wellington Management Group LLP	416,200	Mex$1.9b	-1.82%	0.01%
0.79%	Mellon Investments Corporation	406,023	Mex$1.9b	0.02%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/04 18:22
End of Day Share Price	2024/09/06 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Assurant, Inc. is covered by 23 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alan Devlin	Atlantic Equities LLP
Grace Carter	BofA Global Research
Catherine Seifert	CFRA Equity Research