Follow-The-Filings

Security

AIZ

Assurant Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners max 2.0% (Lyrical Asset Management ...)

owners 14
max % 2.0%
tracked value $2.1B
qoq A 8 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 2.0% Reduce -0.07 pp 612,104 $133M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 101,095 $22M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 92,383 $22M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 6,646,106 $1.6B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 670,848 $162M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 259,560 $57M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 212,830 $46M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 99,888 $22M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 49,517 $11M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 42,590 $9M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 18,335 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.04 pp 8,966 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 96,059 $21M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 395 $86 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $11.13B $11.88B $12.81B
Gross profit
Gross margin
Net income $642.5M $760.2M $872.7M
Net margin * 5.8% 6.4% 6.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $33.64B $35.02B $36.29B
Total current liabilities
Total non-current liabilities
Total equity $4.81B $5.11B $5.87B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.14B $1.33B $1.83B
Cash from investing -$637.7M -$657.8M -$1.46B
Cash from financing -$403.9M -$477.5M -$364.2M
Net change in cash $90.7M $180.3M $26.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders