Assurant Ownership

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

Recent Insider Transactions

NYSE:AIZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Aug 25	SellUS$813,256	Jay Rosenblum	Individual	3,900	US$208.53
08 Aug 25	SellUS$194,707	Dimitry DiRienzo	Individual	950	US$204.96
16 May 25	SellUS$201,926	Jay Rosenblum	Individual	1,000	US$201.93
20 Mar 25	SellUS$743,354	Robert Lonergan	Individual	3,500	US$212.39
20 Mar 25	SellUS$351,507	Dimitry DiRienzo	Individual	1,650	US$213.03
19 Feb 25	SellUS$604,486	Biju Nair	Individual	3,000	US$201.87

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AIZ?
Owner Type	Number of Shares	Ownership Percentage
State or Government	46,741	0.0933%
Individual Insiders	246,977	0.493%
General Public	797,655	1.59%
Institutions	48,989,737	97.8%

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

Top Shareholders

Top 25 shareholders own 72.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.3%	The Vanguard Group, Inc.	6,637,505	US$1.5b	-2.03%	0.02%
10.2%	BNY Asset Management	5,091,314	US$1.2b	3.19%	0.2%
10%	T. Rowe Price Group, Inc.	5,018,371	US$1.2b	-4.36%	0.09%
7.92%	BlackRock, Inc.	3,964,473	US$909.1m	-0.45%	0.01%
5.36%	State Street Global Advisors, Inc.	2,684,646	US$615.6m	-3.87%	0.02%
2.74%	Geode Capital Management, LLC	1,370,119	US$314.2m	-1.81%	0.02%
2.01%	Massachusetts Financial Services Company	1,005,509	US$230.6m	-19.2%	0.05%
1.98%	FMR LLC	992,899	US$227.7m	-7.57%	0.01%
1.81%	Invesco Capital Management LLC	904,915	US$207.5m	-5.21%	0.06%
1.72%	Dimensional Fund Advisors LP	862,500	US$197.8m	15.1%	0.03%
1.39%	Lyrical Asset Management LP	698,401	US$160.1m	9.47%	2.14%
1.33%	Nordea Investment Management, AB	665,683	US$152.6m	29.3%	0.08%
1.33%	Norges Bank Investment Management	664,845	US$152.4m	0%	0.01%
1.32%	Northern Trust Global Investments	661,581	US$151.7m	-3.34%	0.02%
1.29%	Fuller & Thaler Asset Management, Inc.	647,857	US$148.6m	111%	0.49%
1.22%	First Trust Advisors LP	612,919	US$140.5m	10.2%	0.09%
1%	Fidelity International Ltd	499,359	US$114.5m	15.2%	0.04%
0.99%	Jackson National Asset Management, LLC	494,176	US$113.3m	13.5%	1.15%
0.91%	Qube Research & Technologies Ltd	454,983	US$104.3m	-26.8%	0.15%
0.91%	Charles Schwab Investment Management, Inc.	454,517	US$104.2m	-0.12%	0.01%
0.9%	Voya Investment Management LLC	452,293	US$103.7m	685%	0.11%
0.83%	Eaton Vance Management	415,107	US$95.2m	22%	0.02%
0.8%	First Manhattan Co. LLC	400,450	US$91.8m	3.86%	0.24%
0.79%	Wellington Management Group LLP	396,201	US$90.8m	0.08%	0.01%
0.73%	Nomura Investment Management Business Trust	363,630	US$83.4m	-7.4%	0.11%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/15 11:48
End of Day Share Price	2025/12/12 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Assurant, Inc. is covered by 24 analysts. 6 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
null null	BMO Capital Markets Equity Research
Charles Lederer	BMO Capital Markets Equity Research
Michael Zaremski	BMO Capital Markets Equity Research