Assurant, Inc.· AIZ

🇺🇸 US · LargeSP500NYSE

Financial ServicesInsurance - SpecialtyWebsite

Price: $282.38
Day: +0.52%
Mkt Cap: $13.99B
52W Range: $205.01 – $303.94
Volume: 186.5K
Beta: 0.54

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Assurant, Inc.

AIZ|Financial Services|Insurance - Specialty

Current price: $282

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.2M

Net share flow-3.9K

Purchases0 ($0)

Sales1 ($1.2M)

Top Notable Transactions

Insider

Type

Value

Date

Mergelmeyer Gene

Sale

$6.5M

May 24

MEIER KEITH

Sale

$6.4M

May 15

Demmings Keith

Sale

$3.0M

Oct 3

Institutional Ownership, Q2 2026

Ownership share, position changes, share flow, and top holders

Ownership98.4%

13F share flow+22.0%

Investors holding611

+427 adding-270 reducing

328

187

New 99Inc 328Red 187Closed 83

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$1.3B

+27.0%

BANK OF NEW YORK MELLON CORP

$1.3B

-1.8%

VANGUARD CAPITAL MANAGEMENT LLC

$869.2M

-0.2%

STATE STREET CORP

$682.6M

+0.4%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting214

Total shares held12.4M

Share flow-4.7%

57 buying45 selling

113

Buying 57Unchanged 113Selling 45

Top Fund Holders

Fund

Weight

Change

PACIFIC SELECT FUND

111.8K

0.01%

+103.2K

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

70.3K

0.01%

+3.0K

Advisors Preferred Trust

13.2K

0.16%

Principal Exchange-Traded Funds

6.8K

0.02%

-348

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 17, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AIZ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 16, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AIZ

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

1 sale totaling $1.2M (3.9K shares)

Share volume is below the historical pace (0.3x average)

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, AIZ

Top 8 highest-value recent insider trades

Mergelmeyer Gene

COO

Sell

40,647 shares at $159.38

May 24, 2021$6.48M

MEIER KEITH

Officer

Sell

25,000 shares at $254.31

May 15, 2026$6.36M

Demmings Keith

CEO

Sell

13,420 shares at $220.51

Oct 3, 2025$2.96M

Colberg Alan B.

CEO

Sell

11,792 shares at $165.26

Nov 5, 2021$1.95M

Lonergan Robert

Officer

Sell

7,000 shares at $262.71

Jun 22, 2026$1.84M

Campbell Michael P.

Officer

Sell

9,696 shares at $171.37

May 21, 2024$1.66M

Colberg Alan B.

CEO

Sell

10,000 shares at $165.08

Aug 13, 2021$1.65M

Luthi Francesca

Officer

Sell

7,703 shares at $161.05

May 21, 2021$1.24M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AIZ

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q2 2026

98.4% institutional ownership

Moderate accumulation: 427 adding vs 270 reducing

13F shares increased by 3.7%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+427 growing-270 shrinkingNet: +157

328

187

New (99)

Increased (328)

Reduced (187)

Closed (83)

Top Institutional Holders, AIZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

5.0M

$1.3B

Ownership

10.08%

+27.0%

BANK OF NEW YORK MELLON CORP

4.7M

$1.3B

Ownership

9.51%

-1.8%

VANGUARD CAPITAL MANAGEMENT LLC

3.2M

$869.2M

Ownership

6.51%

-0.2%

STATE STREET CORP

2.5M

$682.6M

Ownership

5.11%

+0.4%

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

2.4M

$651.8M

Ownership

4.88%

-25.8%

GEODE CAPITAL MANAGEMENT, LLC

1.4M

$379.9M

Ownership

2.85%

+0.7%

INVESCO LTD.

1.2M

$329.4M

Ownership

2.47%

+0.0%

DIMENSIONAL FUND ADVISORS LP

1.2M

$322.0M

Ownership

2.41%

+6.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 215 ETFs and mutual funds reporting

57 buying45 sellingNet: +12

113

Buying (57)

Unchanged (113)

Selling (45)

Bullish Signal

Funds accumulating in Q2 2026

215 ETFs and mutual funds reporting

57 buying vs 45 selling (balanced)

Top Fund Holders, AIZ

Largest 8 ETF and mutual fund positions by shares held as of latest filing

PACIFIC SELECT FUND

111.8K

Weight

0.01%

Increased

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

70.3K

Weight

0.01%

Increased

Advisors Preferred Trust

13.2K

Weight

0.16%

No change

Principal Exchange-Traded Funds

6.8K

Weight

0.02%

Decreased

Guardian Variable Products Trust

6.6K

Weight

0.05%

Increased

AMERICAN BEACON FUNDS

4.0K

Weight

0.00%

No change

Absolute Shares Trust

1.4K

Weight

0.38%

Decreased

Meeder Funds

510

Weight

0.01%

Increased

Assurant, Inc.· AIZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings146Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details439Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings146Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details439Most recent ETF and mutual fund holdings with share counts and weights