Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Assurant Inc (AIZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — AIZ

Based on 577 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
577 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 (+19 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

287 buying264 selling
Last quarter: 287 funds bought or added vs 264 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.
➡️

Steady new buyers — ~89 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 76 → 71 → 86 → 89. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 15% medium ■ 21% new
371 out of 577 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.
💎

Buying through price weakness — shares +0%, value -18%

Value
-18%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

74 → 76 → 71 → 86 → 89 new funds/Q
New funds entering each quarter: 76 → 71 → 86 → 89. A growing number of institutions are discovering AIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 586 holders: 400 (68%) are 2+ year veterans, 56 entered 1–2 years ago, and 130 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
61 of 574 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — AIZ

In 2026 Q1, 287 hedge funds were net buyers of AIZ (89 opened a new position, 198 added to an existing one), while 264 reduced or exited (200 trimmed, 64 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in AIZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 577.

Hedge Fund Ownership: AIZ

How many hedge funds hold AIZ — quarterly history vs. share price
Quarterly hedge fund ownership of AIZ vs. share price

Market Analysis: AIZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Assurant Inc (AIZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIZ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
AIZ
+19.1%
XLF
+1220.3%

AIZ outperformed XLF by -1201.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AIZ
+2.3%
XLF
+4.8%

Since the filing became public, AIZ outperformed XLF by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AIZ
574 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 574 552 3.99%
13F Shares 47M 47M 0.27%
Total Value $9.01B $10.98B -17.99%
New Positions 88 86 +2
Increased Positions 196 210 -14
Closed Positions 66 60 +6
Reduced Positions 197 178 +19
Total Calls 6 2 200.0%
Total Puts 6 1 500.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: AIZ

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

574 + investors

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

QUARTER:
Top 25 AIZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lyrical Asset Management LP 2.03% 612,104 $133.3M
2 Dockside LLC 2.01% 36,702 $8.0M
3 Valley Wealth Managers, INC. 1.36% 96,859 $21.1M
4 Edmp, INC. 1.20% 6,824 $1.5M
5 Dividend Assets Capital, LLC 1.15% 26,507 $5.8M
6 Shay Capital LLC 1.13% 62,000 $13.5M
7 Mountain Pacific Investment Advisers LLC 1.04% 27,817 $6.1M
8 Cascade Investment Advisors, Inc. 1.04% 8,049 $1.8M
9 Dean Capital Management 1.01% 11,237 $2.4M
10 Globeflex Capital L P 0.84% 25,518 $5.6M
11 Prana Capital Management, LP 0.78% 117,528 $25.6M
12 US Asset Management LLC 0.71% 3,787 $825K
13 Dean Investment Associates, LLC 0.68% 22,237 $4.8M
14 Oberweis Asset Management Inc/ 0.66% 102,300 $22.3M
15 Fuller & Thaler Asset Management, INC. 0.51% 697,535 $151.9M
16 iSAM Funds (UK) Ltd 0.50% 4,667 $1.0M
17 Deprince Race & Zollo Inc 0.50% 120,545 $26.3M
18 Oak Associates Ltd /Oh/ 0.48% 32,938 $7.2M
19 Blueshift Asset Management, LLC 0.46% 6,993 $1.5M
20 Valtrion Capital Management, LLC 0.45% 2,170 $473K
21 Leuthold Group, LLC 0.41% 17,723 $3.9M
22 Kennedy Capital Management LLC 0.39% 84,649 $18.4M
23 Jupiter Asset Management Ltd 0.38% 328,630 $71.6M
24 Woodline Partners LP 0.29% 356,532 $77.7M
25 First Manhattan CO. LLC. 0.25% 408,589 $89.0M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 287 funds bought or added vs 264 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 — 52% AUM from top-100 funds: 61 of 574 holders are among the 100 largest funds by AUM, controlling 52% 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?

64% of holders stayed for 2+ years: 371 out of 577 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.

Is it too late to buy Assurant Inc (AIZ) following the 2026 Q1 hedge fund 13F filings?

As of today, AIZ has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), AIZ has gained +19.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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