AIZ
Assurant, Inc.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2014 | 48Q | $51 | $258 | +408% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $181 | $258 | +43% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $181 | $258 | +43% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $181 | $258 | +43% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $181 | $258 | +43% |
| Two Sigma Investments re-entered | Q4 2024(8Q snapshot) | 6Q | $211 | $258 | +23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q3 2025 | Q1 2026 | → $221 | +5% |
| Renaissance Technologies | Q1 2025 | Q1 2026 | → $214 | +4% |
| Viking Global Investors | Q3 2019 | Q2 2022 | → $168 | +58% |
| Coatue Management | Q1 2020 | Q2 2020 | → $82 | -36% |
| Maverick Capital | Q4 2015 | Q1 2016 | → $55 | -19% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ASSURANT, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-241968May 27, 2026
- Form 40001193125-26-239579May 26, 2026
- Form 40001193125-26-239571May 26, 2026
- Form 40001193125-26-239558May 26, 2026
- Form 40001193125-26-239550May 26, 2026
- Form 40001193125-26-239527May 26, 2026
- Form 40001193125-26-239505May 26, 2026
- Form 40001193125-26-239494May 26, 2026
- Form 40001193125-26-239479May 26, 2026
- Form 40001193125-26-239465May 26, 2026
- Form 40001193125-26-229028May 18, 2026
- Form 40001193125-26-227023May 15, 2026
- Form 40001193125-26-142232Apr 3, 2026
- Form 40001193125-26-142212Apr 3, 2026
- Form 40001193125-26-142191Apr 3, 2026
Fundamentals
XBRL · Assurant, Inc.Annual figures sourced directly from Assurant, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ASSURANT, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 5, 2026
- DEF 14AProxy statementApr 6, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 28, 2026
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventAug 18, 2025
- 8-KMaterial eventAug 12, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventAug 5, 2025
- 8-KMaterial eventJul 15, 2025
- 8-KMaterial eventJun 18, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | open | $225 | $252 | +12% |
| Two Sigma Investments | Q3 2025 | open | $210 | $258 | +23% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $210 | $221 | +5% |
| Renaissance Technologies | Q1 2025 | Q1 2026 | $205 | $214 | +4% |
| Two Sigma Investments | Q4 2024 | Q1 2025 | $211 | $200 | -5% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $211 | $200 | -5% |
| Citadel Advisors | Q3 2024 | open | $181 | $258 | +43% |
| D.E. Shaw | Q3 2024 | open | $181 | $258 | +43% |
| AQR Capital Management | Q3 2024 | open | $181 | $258 | +43% |
| Millennium Management | Q3 2024 | open | $181 | $258 | +43% |
| Bridgewater Associates | Q1 2022 | Q3 2025 | $151 | $211 | +40% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $80 | $121 | +52% |
| Coatue Management | Q1 2020 | Q2 2020 | $127 | $82 | -36% |
| Viking Global Investors | Q3 2019 | Q2 2022 | $107 | $168 | +58% |
| Bridgewater Associates | Q2 2017 | Q3 2017 | $86 | $87 | +1% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $70 | $68 | -3% |
| Maverick Capital | Q4 2015 | Q1 2016 | $68 | $55 | -19% |
| Bridgewater Associates | Q3 2014 | Q4 2014 | $51 | $54 | +7% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.