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
08 Nov 24	SellUS$627,532	Biju Nair	Individual	3,000	US$209.18
19 Aug 24	SellUS$103,639	Dimitry DiRienzo	Individual	550	US$188.44
12 Aug 24	SellUS$267,199	Martin Charles Jenns	Individual	1,500	US$178.13
12 Aug 24	SellUS$311,929	Jay Rosenblum	Individual	1,750	US$178.25
21 May 24	SellUS$1,887,671	Michael Campbell	Individual	11,000	US$173.35
17 May 24	SellUS$365,304	Dimitry DiRienzo	Individual	2,084	US$175.29
16 May 24	SellUS$475,529	Robert Lonergan	Individual	2,700	US$176.12
16 May 24	SellUS$1,181,629	Francesca Luthi	Individual	6,700	US$176.36

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	0.476%
General Public	939,604	1.83%
Institutions	50,047,194	97.6%

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

Top Shareholders

Top 25 shareholders own 70.68% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.2%	The Vanguard Group, Inc.	6,772,813	US$1.4b	0.02%	0.02%
10%	T. Rowe Price Group, Inc.	5,137,922	US$1.1b	-14.5%	0.09%
9.93%	BlackRock, Inc.	5,091,718	US$1.1b	1.44%	0.02%
4.76%	State Street Global Advisors, Inc.	2,439,162	US$517.8m	-2.83%	0.02%
4.72%	BNY Asset Management	2,419,363	US$513.6m	14.5%	0.1%
2.73%	Massachusetts Financial Services Company	1,401,607	US$297.5m	-0.09%	0.06%
2.71%	Geode Capital Management, LLC	1,388,769	US$294.8m	-0.01%	0.02%
2.25%	FMR LLC	1,154,525	US$245.1m	6.04%	0.01%
2.08%	AQR Capital Management, LLC	1,068,995	US$226.9m	4.9%	0.3%
1.8%	Invesco Capital Management LLC	924,756	US$196.3m	-8.77%	0.08%
1.56%	Nordea Investment Management, AB	797,943	US$169.4m	16.2%	0.11%
1.42%	Lyrical Asset Management LP	730,533	US$155.1m	-5.71%	2.3%
1.34%	Dimensional Fund Advisors LP	687,360	US$145.9m	-1.62%	0.02%
1.33%	Norges Bank Investment Management	680,232	US$144.4m	0%	0.01%
1.32%	Northern Trust Global Investments	675,500	US$143.4m	-7.26%	0.02%
1.17%	Clark Capital Management Group Inc	600,247	US$127.4m	27.6%	0.88%
1.07%	Schroder Investment Management North America Inc.	547,853	US$116.3m	24.8%	0.36%
1.05%	TD Asset Management, Inc.	537,545	US$114.1m	-5.05%	0.08%
1.05%	UBS Asset Management AG	536,496	US$113.9m	1.99%	0.01%
1.03%	Eaton Vance Management	526,522	US$111.8m	0.49%	0.03%
0.88%	Charles Schwab Investment Management, Inc.	449,153	US$95.3m	-0.11%	0.02%
0.84%	Macquarie Investment Management Business Trust	432,213	US$91.7m	-9.44%	0.11%
0.84%	Deutsche Asset & Wealth Management	431,297	US$91.6m	7.85%	0.03%
0.81%	Wellington Management Group LLP	416,200	US$88.3m	-1.82%	0.01%
0.78%	Mellon Investments Corporation	401,708	US$85.3m	-0.04%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:05
End of Day Share Price	2024/12/20 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. 5 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