ASSURANT INC (AIZ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ASSURANT INC (AIZ)

535 + Investors. Track Smart Money conviction in AIZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AIZ

Based on 532 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added AIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

532 hedge funds hold AIZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AIZ is almost the same as a year ago (+2 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 55% buying

286 buying230 selling

Last quarter: 286 funds bought or added vs 230 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new AIZ position: 70 → 75 → 69 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new

356 out of 532 hedge funds have held AIZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~85 new funds/quarter

89 → 70 → 75 → 69 → 85 new funds/Q

New funds entering each quarter: 70 → 75 → 69 → 85. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new

Of 535 current holders: 365 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

48 of 532 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AIZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	535	506	5.73%
13F Shares	47M	47M	-0.37%
Total Value	$10.94B	$9.87B	10.8%
New Positions	85	69	+16
Increased Positions	204	193	+11
Closed Positions	56	80	-24
Reduced Positions	180	193	-13
Total Calls	2	2	-
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.5	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

535

506

5.73%

13F Shares

47M

-0.37%

Total Value

$10.94B

$9.87B

10.8%

New Positions

+16

Increased Positions

204

193

+11

Closed Positions

-24

Reduced Positions

180

193

-13

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q1)

535 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIZ. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of AIZ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VALLEY WEALTH MANAGERS, INC.	1.36%	96,859	$21.1M
2	EDMP, INC.	1.20%	6,824	$1.5M
3	DIVIDEND ASSETS CAPITAL, LLC	1.15%	26,507	$5.8M
4	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	1.04%	27,817	$6.1M
5	Cascade Investment Advisors, Inc.	1.04%	8,049	$1.8M
6	STONERIDGE INVESTMENT PARTNERS LLC	0.94%	5,935	$1K
7	DEPRINCE RACE & ZOLLO INC	0.50%	120,545	$26.3M
8	LEUTHOLD GROUP, LLC	0.41%	17,723	$3.9M
9	PITTENGER & ANDERSON INC	0.24%	27,805	$6.1M
10	GoalFusion Wealth Management, LLC	0.23%	2,374	$517K
11	MQS Management LLC	0.20%	1,372	$299K
12	R Squared Ltd	0.19%	1,589	$346K
13	Accurate Wealth Management, LLC	0.18%	6,860	$1.5M
14	Blackhawk Capital Partners, LLC	0.18%	2,223	$484K
15	LECAP ASSET MANAGEMENT LTD	0.17%	2,041	$445K
16	GHP Investment Advisors, Inc.	0.17%	18,488	$4.0M
17	MAYPORT, LLC	0.15%	3,626	$790K
18	Hillsdale Investment Management Inc.	0.13%	22,080	$4.8M
19	BCS Private Wealth Management, Inc.	0.11%	1,602	$349K
20	PFA Pension, Forsikringsaktieselskab	0.10%	149,485	$32.6M
21	Innova Wealth Partners	0.10%	940	$205K
22	Ifrah Financial Services, Inc.	0.09%	1,647	$359K
23	Crestmont Private Wealth LLC	0.09%	1,363	$297K
24	Calamos Advisors LLC	0.08%	107,355	$23.4M
25	Vest Financial, LLC	0.08%	31,550	$6.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ASSURANT INC (AIZ)

What does the Smart Money Trend signal show for AIZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIZ?

Slight buying edge — 55% buying: Last quarter: 286 funds bought or added vs 230 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIZ holders?

Elite ownership — 62% AUM from top-100 funds: 48 of 532 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AIZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIZ?

67% of holders stayed for 2+ years: 356 out of 532 hedge funds have held AIZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

ASSURANT INC (AIZ)

Smart Money Signals — AIZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 55% buying

More new buyers each quarter (+16 vs last Q)

67% of holders stayed for 2+ years

Steady discovery — ~85 new funds/quarter

Deep conviction — 68% of holders stayed 2+ years

Elite ownership — 62% AUM from top-100 funds

Hedge Fund Ownership: AIZ

Market Analysis: AIZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AIZ

Hedge Fund Positioning: AIZ

Statistics: AIZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ASSURANT INC (AIZ)

Welcome to 13Foresight!