AIZ — Assurant Inc Institutional Holders · Q3 2026
Who owns Assurant Inc (AIZ)? 17 institutions reported holding $28.66M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($25.9M), GAMMA Investing LLC ($787,602), GoalFusion Wealth Management, LLC ($572,830).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | $25.9M | 98,312 | Added |
| 2 | GAMMA Investing LLC | $787,602 | 2,989 | Added |
| 3 | GoalFusion Wealth Management, LLC | $572,830 | 2,174 | Hold |
| 4 | Farther Finance Advisors, LLC | $287,767 | 1,092 | Trimmed |
| 5 | CX Institutional | $273,000 | 1,035 | Added |
| 6 | Wedmont Private Capital | $252,673 | 926 | Trimmed |
| 7 | Paragon Capital Management Ltd | $240,318 | 912 | Trimmed |
| 8 | Bullock Wealth Management Group | $165,335 | 621 | Trimmed |
| 9 | Versant Capital Management, Inc | $66,139 | 251 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $23,979 | 91 | Trimmed |
| 11 | Retirement Wealth Solutions LLC | $23,715 | 90 | Added |
| 12 | Grove Bank & Trust | $19,763 | 75 | Hold |
| 13 | CoreCap Advisors, LLC | $18,972 | 72 | Added |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $8,432 | 32 | Hold |
| 15 | Marquette Asset Management, LLC | $6,588 | 25 | Hold |
| 16 | ARMSTRONG ADVISORY GROUP, INC | $2,635 | 10 | New |
| 17 | GK Wealth Management LLC | $1,581 | 6 | New |
Source: SEC Form 13F filings · as of 2026-09-30