Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Assurant Inc (AIZ)

604 + 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
↑ +38
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — AIZ

Based on 618 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
618 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

339 buying268 selling
Last quarter: 339 funds bought or added vs 268 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 (+21 vs last Q)

new funds entering per quarter
Funds opening a new AIZ position: 72 → 86 → 90 → 111. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
385 out of 618 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.
📈

Growing discovery — still being found

78 → 72 → 86 → 90 → 111 new funds/Q
New funds entering each quarter: 72 → 86 → 90 → 111. A growing number of institutions are discovering AIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 626 holders: 411 (66%) are 2+ year veterans, 66 entered 1–2 years ago, and 149 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
64 of 614 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 339 hedge funds were net buyers of AIZ (111 opened a new position, 228 added to an existing one), while 268 reduced or exited (195 trimmed, 73 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in AIZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 618.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: AIZ
604 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 604 580 4.14%
13F Shares 48M 48M 1.81%
Total Value $11.74B $9.15B 28.29%
New Positions 107 90 +17
Increased Positions 223 198 +25
Closed Positions 79 63 +16
Reduced Positions 190 199 -9
Total Calls 6 6 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.83 1.0 Neutral

Statistics: AIZ

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Institutional Holders (2026 Q2)

604 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dockside LLC 2.74% 43,551 $11.7M
2 Lyrical Asset Management LP 1.98% 582,803 $156.5M
3 Valley Wealth Managers, INC. 1.53% 98,305 $26.4M
4 Edmp, INC. 1.34% 6,203 $1.7M
5 Cascade Investment Advisors, Inc. 1.17% 7,994 $2.1M
6 Mountain Pacific Investment Advisers LLC 1.15% 27,173 $7.3M
7 Dean Capital Management 1.09% 11,237 $3.0M
8 Dividend Assets Capital, LLC 1.02% 19,633 $5.3M
9 Globeflex Capital L P 0.87% 25,435 $6.8M
10 Dean Investment Associates, LLC 0.80% 22,644 $6.1M
11 US Asset Management LLC 0.77% 3,787 $1.0M
12 iSAM Funds (UK) Ltd 0.68% 3,600 $967K
13 Oberweis Asset Management Inc/ 0.68% 122,100 $32.8M
14 Fuller & Thaler Asset Management, INC. 0.66% 896,364 $240.7M
15 Caitlin John, LLC 0.57% 3,917 $1.1M
16 Deprince Race & Zollo Inc 0.54% 119,647 $32.1M
17 Shay Capital LLC 0.52% 30,000 $8.1M
18 Oak Associates Ltd /Oh/ 0.49% 32,938 $8.8M
19 Leuthold Group, LLC 0.45% 16,846 $4.5M
20 Valtrion Capital Management, LLC 0.45% 2,237 $601K
21 Jupiter Asset Management Ltd 0.44% 327,512 $87.9M
22 Azora Capital LP 0.43% 38,009 $10.2M
23 Kennedy Capital Management LLC 0.42% 89,235 $24.0M
24 Clark Capital Management Group, Inc. 0.36% 246,107 $66.1M
25 Blueshift Asset Management, LLC 0.34% 5,396 $1.4M
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 — 3 quarters in a row: For 3 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 — 56% buying: Last quarter: 339 funds bought or added vs 268 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 — 65% AUM from top-100 funds: 64 of 614 holders are among the 100 largest funds by AUM, controlling 65% 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?

62% of holders stayed for 2+ years: 385 out of 618 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.

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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