Public record / Tickers / AIZ

AIZ — ASSURANT, INC.†

Both disclosure regimes on one name: who in Congress filed about AIZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming AIZ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $250K–$500K

SELL · traded 2020-04-07 → filed 2020-05-01. Ranked over every AIZ row by the provable lower bound, never a point estimate.

No member disclosed AIZ in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AIZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AIZ
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5BUYTraded 2025-08-26 LATE·140d$1K–$15K
2020-05-01Kelly Loeffler R–GABUY SP (spouse-owned)Traded 04-07 +24d$50K–$100K
2020-05-01Kelly Loeffler R–GASELL SP (spouse-owned)Traded 04-07 +24d$250K–$500K
2020-05-01Kelly Loeffler R–GABUY SP (spouse-owned)Traded 04-07 +24d$15K–$50K
2020-05-01Kelly Loeffler R–GABUY SP (spouse-owned)Traded 03-20 +42d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in AIZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AIZ in the trailing 12 months.

Congress ↔ notable managers · AIZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $22.0M held
Trimming
1 Bridgewater Associates $2.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ASSURANT INC

Merged timeline of congressional filings and notable-manager moves on AIZ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+21,495 sh
2026-05-15Bridgewater Associates 13FTRIM−44,775 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AIZ for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Bank of New York Mellon Corp$1.0B1
2BlackRock, Inc.$859M1
3VANGUARD CAPITAL MANAGEMENT LLC$706M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$655M1
5STATE STREET CORP$551M1
6GEODE CAPITAL MANAGEMENT, LLC$306M1
7Invesco Ltd.$267M1
8DIMENSIONAL FUND ADVISORS LP$245M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$201M1
10VOYA INVESTMENT MANAGEMENT LLC$181M1
11FMR LLC$163M1
12FULLER & THALER ASSET MANAGEMENT, INC.$152M1
13MORGAN STANLEY$143M1
14NORDEA INVESTMENT MANAGEMENT AB$142M1
15FIRST TRUST ADVISORS LP$138M1
16LYRICAL ASSET MANAGEMENT LP$133M1
17NORTHERN TRUST CORP$112M1
18SCHRODER INVESTMENT MANAGEMENT GROUP$109M1
19Qube Research & Technologies Ltd$106M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$102M1
21WELLINGTON MANAGEMENT GROUP LLP$101M1
22FIL Ltd$99.4M1
23FIRST MANHATTAN CO. LLC.$89.0M1
24BANK OF AMERICA CORP /DE/$78.7M1
25Woodline Partners LP$77.7M1
26ADAGE CAPITAL PARTNERS GP, L.L.C.$75.1M1
27JUPITER ASSET MANAGEMENT LTD$71.6M1
28NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$69.9M1
29DEUTSCHE BANK AG\$69.7M1
30VANGUARD FIDUCIARY TRUST CO$61.3M1
31MILLENNIUM MANAGEMENT LLC$56.5M1
32TD ASSET MANAGEMENT INC$54.9M1
33AQR CAPITAL MANAGEMENT LLC$46.2M1
34AMERICAN CENTURY COMPANIES INC$41.6M1
35Clark Capital Management Group, Inc.$37.5M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$37.0M1
37ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.6M1
38VICTORY CAPITAL MANAGEMENT INC$33.5M1
39Amundi$32.9M1
40PFA Pension, Forsikringsaktieselskab$32.6M1
41Allianz Asset Management GmbH$32.0M1
42PRUDENTIAL FINANCIAL INC$31.2M1
43UBS Group AG$30.1M1
44Jain Global LLC$29.9M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.8M1
46Nuveen, LLC$27.6M1
47Robeco Institutional Asset Management B.V.$27.1M1
48DEPRINCE RACE & ZOLLO INC$26.3M1
49Prana Capital Management, LP$25.6M1
50FEDERATED HERMES, INC.$24.6M1
51BARCLAYS PLC$24.4M1
52Vanguard Global Advisers, LLC$23.5M1
53Calamos Advisors LLC$23.4M1
54OBERWEIS ASSET MANAGEMENT INC/$22.3M1
55Gotham Asset Management, LLC$22.0M1
56Swiss National Bank$21.6M1
57ENVESTNET ASSET MANAGEMENT INC$21.4M1
58CITADEL ADVISORS LLC$20.9M1
59PICTON MAHONEY ASSET MANAGEMENT$20.1M1
60KENNEDY CAPITAL MANAGEMENT LLC$18.4M1
61SEI INVESTMENTS CO$17.6M1
62ROYAL BANK OF CANADA$17.4M1
63Legal & General Group Plc$17.0M1
64Schonfeld Strategic Advisors LLC$16.9M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$16.8M1
66Quantinno Capital Management LP$16.3M1
67ALLIANCEBERNSTEIN L.P.$15.8M1
68HSBC HOLDINGS PLC$15.8M1
69ZACKS INVESTMENT MANAGEMENT$15.4M1
70PRINCIPAL FINANCIAL GROUP INC$14.6M1
71AMERIPRISE FINANCIAL INC$14.0M1
72Shay Capital LLC$13.5M1
73Mitsubishi UFJ Asset Management Co., Ltd.$12.5M1
74RAYMOND JAMES FINANCIAL INC$11.4M1
75BNP Paribas Asset Management Holding S.A.$11.1M1
76BALYASNY ASSET MANAGEMENT L.P.$10.8M1
77Allspring Global Investments Holdings, LLC$9.9M1
78VANGUARD ASSET MANAGEMENT, Ltd$9.8M1
79THORNBURG INVESTMENT MANAGEMENT INC$9.7M1
80LAZARD ASSET MANAGEMENT LLC$9.5M1
81BANK OF MONTREAL /CAN/$9.5M1
82CANADA PENSION PLAN INVESTMENT BOARD$9.4M1
83CITIGROUP INC$9.3M1
84D. E. Shaw & Co., Inc.$9.3M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$9.1M1
86Boston Partners$8.9M1
87Engineers Gate Manager LP$8.2M1
88NEW YORK STATE COMMON RETIREMENT FUND$8.1M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.1M1
90FRANKLIN RESOURCES INC$8.0M1
91TWO SIGMA INVESTMENTS, LP$7.7M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.6M1
93STATE OF WISCONSIN INVESTMENT BOARD$7.5M1
94LPL Financial LLC$7.4M1
95Man Group plc$7.4M1
96Cerity Partners LLC$7.3M1
97OAK ASSOCIATES LTD /OH/$7.2M1
98Corient Private Wealth LLC$7.1M1
99Vest Financial, LLC$6.9M1
100VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.7M1
101GUGGENHEIM CAPITAL LLC$6.4M1
102NISA INVESTMENT ADVISORS, LLC$6.1M1
103MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$6.1M1
104PITTENGER & ANDERSON INC$6.1M1
105DIVIDEND ASSETS CAPITAL, LLC$5.8M1
106GLOBEFLEX CAPITAL L P$5.6M1
107Chevy Chase Trust Holdings, LLC$5.4M1
108SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.4M1
109MERCER GLOBAL ADVISORS INC /ADV$5.1M1
110NATIONAL BANK OF CANADA /FI/$5.1M1
111Ensign Peak Advisors, Inc$5.1M1
112CREDIT AGRICOLE S A$4.9M1
113Janus Henderson Group Ltd.$4.9M1
114Hillsdale Investment Management Inc.$4.8M1
115WELLS FARGO & COMPANY/MN$4.8M1
116SYSTEMATIC FINANCIAL MANAGEMENT LP$4.7M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$4.4M1
118GHP Investment Advisors, Inc.$4.0M1
119Illinois Municipal Retirement Fund$3.9M1
120LEUTHOLD GROUP, LLC$3.9M1
121Creative Planning$3.8M1
122CIBC Bancorp USA Inc.$3.6M1
123ProShare Advisors LLC$3.6M1
124State of New Jersey Common Pension Fund D$3.5M1
125Y-Intercept (Hong Kong) Ltd$3.5M1
126PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4M1
127Vanguard Personalized Indexing Management, LLC$3.3M1
128Mirae Asset Global Investments Co., Ltd.$3.3M1
129Meiji Yasuda Asset Management Co Ltd.$3.2M1
130LBP AM SA$3.1M1
131PUBLIC SECTOR PENSION INVESTMENT BOARD$3.1M1
132Quadrature Capital Ltd$3.1M1
133Arizona State Retirement System$3.0M1
134Czech National Bank$3.0M1
135JANE STREET GROUP, LLC$3.0M1
136Orion Porfolio Solutions, LLC$2.9M1
137Cetera Investment Advisers$2.9M1
138TORONTO DOMINION BANK$2.9M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$2.8M1
140Assenagon Asset Management S.A.$2.8M1
141NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.8M1
142KLP KAPITALFORVALTNING AS$2.8M1
143Vanguard Investments Australia, Ltd.$2.7M1
144NATIXIS$2.7M1
145Elo Mutual Pension Insurance Co$2.7M1
146Rafferty Asset Management, LLC$2.7M1
147Ethic Inc.$2.6M1
148CIBC Asset Management Inc$2.6M1
149MetLife Investment Management, LLC$2.5M1
150FIFTH THIRD BANCORP$2.5M1
151COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
152Susquehanna Portfolio Strategies, LLC$2.4M1
153O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
154Retirement Systems of Alabama$2.3M1
155Pictet Asset Management Holding SA$2.2M1
156Annex Advisory Services, LLC$2.1M1
157TRUIST FINANCIAL CORP$2.1M1
158XPONANCE LLC$2.0M1
159OPPENHEIMER ASSET MANAGEMENT INC.$2.0M1
160MACKENZIE FINANCIAL CORP$2.0M1
161New Age Alpha Advisors, LLC$2.0M1
162Bridgewater Associates, LP$2.0M1
163Vestmark Advisory Solutions, Inc.$1.9M1
164Vise Technologies, Inc.$1.9M1
165Pathstone Holdings, LLC$1.9M1
166NISSAY ASSET MANAGEMENT CORP /JAPAN$1.9M1
167WORLDQUANT MILLENNIUM ADVISORS LLC$1.8M1
168OSAIC HOLDINGS, INC.$1.8M1
169Utah Retirement Systems$1.8M1
170PANAGORA ASSET MANAGEMENT INC$1.8M1
171Cascade Investment Advisors, Inc.$1.8M1
172Capital Research Global Investors$1.7M1
173UniSuper Management Pty Ltd$1.7M1
174MML INVESTORS SERVICES, LLC$1.6M1
175Rockefeller Capital Management L.P.$1.6M1
176LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6M1
177Dana Investment Advisors, Inc.$1.5M1
178Havemeyer Place LP$1.5M1
179Blueshift Asset Management, LLC$1.5M1
180Accurate Wealth Management, LLC$1.5M1
181EDMP, INC.$1.5M1
182NEOS Investment Management LLC$1.5M1
183HighTower Advisors, LLC$1.5M1
184ExodusPoint Capital Management, LP$1.4M1
185SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
186Baird Financial Group, Inc.$1.4M1
187OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
188QRG CAPITAL MANAGEMENT, INC.$1.2M1
189YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
190MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
191Holocene Advisors, LP$1.1M1
192BROWN ADVISORY INC$1.1M1
193STOREBRAND ASSET MANAGEMENT AS$1.1M1
194WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
195ICON ADVISERS INC/CO$1.0M1
196iSAM Funds (UK) Ltd$1.0M1
197NewEdge Advisors, LLC$1.0M1
198Swiss Life Asset Management Ltd$1.0M1
199DANSKE BANK A/S$1.0M1
200Portfolio Design Labs, LLC$976K1
201MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$945K1
202Focus Partners Wealth$938K1
203Daiwa Securities Group Inc.$889K1
204Ascent Group, LLC$881K1
205Northwest & Ethical Investments L.P.$850K1
206Brevan Howard Capital Management LP$847K1
207US Asset Management LLC$825K1
208SIGNATUREFD, LLC$818K1
209Tidal Investments LLC$814K1
210M&T BANK CORP$802K1
211MAYPORT, LLC$790K1
212PRINCIPAL SECURITIES, INC.$788K1
213Laird Norton Wetherby Trust Company, LLC$775K1
214Machina Capital S.A.S.$765K1
215BANK OF NOVA SCOTIA$736K1
216GLENMEDE TRUST CO NA$729K1
217Nippon Life Global Investors Americas, Inc.$727K1
218Ameritas Investment Partners, Inc.$726K1
219TECTONIC ADVISORS LLC$712K1
220Cambria Investment Management, L.P.$704K1
221INCEPTIONR LLC$700K1
222Savant Capital, LLC$699K1
223Federation des caisses Desjardins du Quebec$697K1
224Summit Trail Advisors, LLC$696K1
225HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$686K1
226Norinchukin Bank, The$669K1
227NorthRock Partners, LLC$666K1
228MIZUHO SECURITIES USA LLC$660K1
229RBF Capital, LLC$653K1
230WBI INVESTMENTS, LLC$650K1
231Lido Advisors, LLC$638K1
232HARTFORD INVESTMENT MANAGEMENT CO$631K1
233Sequoia Financial Advisors, LLC$610K1
234COMMERCE BANK$601K1
235Sumitomo Mitsui Trust Group, Inc.$589K1
236Graham Capital Management, L.P.$571K1
237Aberdeen Group plc$569K1
238JOHNSON INVESTMENT COUNSEL INC$565K1
239TOBIAS FINANCIAL ADVISORS, INC.$551K1
240Impact Partnership Wealth, LLC$549K1
241Meeder Advisory Services, Inc.$533K1
242Maryland State Retirement & Pension System$529K1
243GoalFusion Wealth Management, LLC$517K1
244Alvarez & Marsal Private Wealth Partners, LLC$515K1
245BLAIR WILLIAM & CO/IL$512K1
246BEACON INVESTMENT ADVISORY SERVICES, INC.$506K1
247ING GROEP NV$496K1
248DnB Asset Management AS$494K1
249AE Wealth Management LLC$489K1
250Blackhawk Capital Partners, LLC$484K1
251COLDSTREAM CAPITAL MANAGEMENT INC$482K1
252MIRABELLA FINANCIAL SERVICES LLP$480K1
253denkapparat Operations GmbH$475K1
254Valtrion Capital Management, LLC$473K1
255Asset Management Group, Inc.$471K1
256Optimize Financial Inc$465K1
257&PARTNERS$465K1
258CIBC WORLD MARKET INC.$459K1
259CWM, LLC$457K1
260Empower Advisory Group, LLC$454K1
261MUFG Securities EMEA plc$447K1
262LECAP ASSET MANAGEMENT LTD$445K1
263NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$443K1
264Clearstead Advisors, LLC$439K1
265RITHOLTZ WEALTH MANAGEMENT$429K1
266UNITED CAPITAL FINANCIAL ADVISORS, LLC$427K1
267OMERS ADMINISTRATION Corp$419K1
268Empirical Finance, LLC$414K1
269Sanctuary Advisors, LLC$413K1
270US BANCORP \DE\$409K1
271Fieldview Capital Management, LLC$402K1
272Asset Management One Co., Ltd.$401K1
273AlphaCore Capital LLC$399K1
274Qsemble Capital Management, LP$386K1
275AIGEN INVESTMENT MANAGEMENT, LP$383K1
276Compound Planning, Inc.$377K1
277Cornerstone Investment Partners, LLC$374K1
278Sterling Capital Management LLC$365K1
279MACQUARIE GROUP LTD$360K1
280Ifrah Financial Services, Inc.$359K1
281OneDigital Investment Advisors LLC$355K1
282Sumitomo Mitsui DS Asset Management Company, Ltd$355K1
283NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$349K1
284BCS Private Wealth Management, Inc.$349K1
285COMMONWEALTH EQUITY SERVICES, LLC$346K1
286R Squared Ltd$346K1
287NOMURA ASSET MANAGEMENT CO LTD$344K1
288Waverly Advisors, LLC$340K1
289BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$335K1
290COOKSON PEIRCE & CO INC$333K1
291WEDGE CAPITAL MANAGEMENT L L P/NC$331K1
292Vident Advisory, LLC$324K1
293North Dakota State Investment Board$323K1
294GATEWAY INVESTMENT ADVISERS LLC$320K1
295Korea Investment CORP$317K1
296Fifth Third Wealth Advisors LLC$317K1
297McElhenny Sheffield Capital Management, LLC$314K1
298Ameritas Advisory Services, LLC$309K1
299Wealthfront Advisers LLC$308K1
300Merit Financial Group, LLC$303K1
301MUFG SECURITIES AMERICAS INC.$302K1
302PRELUDE CAPITAL MANAGEMENT, LLC$300K1
303MQS Management LLC$299K1
304Crestmont Private Wealth LLC$297K1
305Blue Trust, Inc.$296K1
306SECURIAN ASSET MANAGEMENT, INC$295K1
307Polymer Capital Management (US) LLC$295K1
308MARTINGALE ASSET MANAGEMENT L P$294K1
309Squarepoint Ops LLC$290K1
310Tower Research Capital LLC (TRC)$289K1
311Arax Advisory Partners$287K1
312NOMURA HOLDINGS INC$286K1
313Brooklyn Investment Group$285K1
314STIFEL FINANCIAL CORP$284K1
315Crossmark Global Holdings, Inc.$284K1
316HB Wealth Management, LLC$283K1
317C M BIDWELL & ASSOCIATES LTD$281K1
318SAX WEALTH ADVISORS, LLC$278K1
319QUADRANT CAPITAL GROUP LLC$266K1
320REGIONS FINANCIAL CORP$263K1
321EXCHANGE TRADED CONCEPTS, LLC$262K1
322FIRST FINANCIAL BANKSHARES INC$259K1
323Ramirez Asset Management, Inc.$257K1
324XTX Topco Ltd$257K1
325Vontobel Holding Ltd.$256K1
326Callan Family Office, LLC$252K1
327Gateway Wealth Partners, LLC$251K1
328WCM INVESTMENT MANAGEMENT, LLC$247K1
329CATALYST FINANCIAL PARTNERS LLC$245K1
330Beacon Pointe Advisors, LLC$245K1
331Claro Advisors Inc.$244K1
332SC&H Financial Advisors, Inc.$242K1
333CAPSTONE INVESTMENT ADVISORS, LLC$240K1
334Scientech Research LLC$235K1
335Calamos Wealth Management LLC$234K1
336Cresset Asset Management, LLC$232K1
337J.W. COLE ADVISORS, INC.$231K1
338BOOTHBAY FUND MANAGEMENT, LLC$231K1
339PATTON FUND MANAGEMENT, INC.$228K1
340Eurizon Capital SGR S.p.A.$225K1
341Envestnet Portfolio Solutions, Inc.$219K1
342WBH ADVISORY INC$216K1
343Chicago Partners Investment Group LLC$216K1
344CenterBook Partners LP$216K1
345Hilltop National Bank$215K1
346Atria Investments, Inc$213K1
347Metis Global Partners, LLC$206K1
348111 Capital$206K1
349Innova Wealth Partners$205K1
350Aaron Wealth Advisors LLC$203K1
351HM PAYSON & CO$192K1
352BALLAST ADVISORS LLC$172K1
353Resona Asset Management Co.,Ltd.$143K1
354TopTier Wealth Management, LLC$124K1
355Central Pacific Bank - Trust Division$111K1
356CREDIT INDUSTRIEL ET COMMERCIAL$98.0K1
357ASSETMARK, INC$94.7K1
358USA FINANCIAL FORMULAS$92.8K1
359MATHER GROUP, LLC.$89.5K1
360Gillson Capital LP$85.6K1
361Steward Partners Investment Advisory, LLC$74.0K1
362MAI Capital Management$72.7K1
363Parkside Financial Bank & Trust$65.1K1
364State of Wyoming$61.9K1
365Allworth Financial LP$51.9K1
366AMERIFLEX GROUP, INC.$51.2K1
367TEMA ETFS LLC$49.4K1
368Quarry LP$47.0K1
369Wilmington Savings Fund Society, FSB$43.6K1
370REAP Financial Group, LLC$42.5K1
371Cromwell Holdings LLC$36.2K1
372Smartleaf Asset Management LLC$34.4K1
373CYBER HORNET ETFs LLC$29.6K1
374ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$29.2K1
375Annis Gardner Whiting Capital Advisors, LLC$29.0K1
376LORD, ABBETT & CO. LLC$26.3K1
377UMB Bank, n.a.$25.5K1
378Raleigh Capital Management Inc.$24.7K1
379Transamerica Financial Advisors, LLC$23.6K1
380JPL Wealth Management, LLC$22.2K1
381Pinnacle Wealth Planning Services, Inc.$21.1K1
382EFG International AG$18.9K1
383CVA Family Office, LLC$18.1K1
384Grove Bank & Trust$16.3K1
385Center for Financial Planning, Inc.$16.3K1
386Arlington Trust Co LLC$15.2K1
387JFS WEALTH ADVISORS, LLC$14.4K1
388Cetera Trust Company, N.A$13.1K1
389Manchester Capital Management LLC$12.6K1
390Accordant Advisory Group Inc$12.2K1
391Sunrise Financial Services, LLC$10.9K1
392Owl Creek Wealth Partners LLC$10.9K1
393Keating Financial Advisory Services, Inc.$10.2K1
394NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.7K1
395VAN ECK ASSOCIATES CORP$8.2K1
396Strengthening Families & Communities, LLC$8.2K1
397Signature Equity Partners, LLC$8.0K1
398ALERUS FINANCIAL NA$7.6K1
399Larson Financial Group LLC$7.5K1
400Eldridge Investment Advisors, Inc.$7.0K1
401Prestige Wealth Management Group LLC$5.9K1
402POM Investment Strategies, LLC$5.7K1
403Signature Resources Capital Management, LLC$5.7K1
404Marquette Asset Management, LLC$5.4K1
405True Wealth Design, LLC$5.4K1
406Westside Investment Management, Inc.$5.4K1
407United Financial Planning Group LLC$5.4K1
408MV CAPITAL MANAGEMENT, INC.$5.2K1
409BROWN, LISLE/CUMMINGS, INC.$5.2K1
410Addison Advisors LLC$5.0K1
411Kingdom Financial Group LLC.$4.8K1
412Treasurer of the State of North Carolina$4.7K1
413Destiny Wealth Partners, LLC$4.1K1
414NATIXIS ADVISORS, LLC$4.0K1
415Bell Investment Advisors, Inc$3.7K1
416Acumen Wealth Advisors, LLC$3.7K1
417MASECO LLP$3.5K1
418CANADA LIFE ASSURANCE Co$3.1K1
419Dogwood Wealth Management LLC$3.0K1
420Burk Holdings LLC$3.0K1
421DiNuzzo Private Wealth, Inc.$2.8K1
422Kilter Group LLC$2.8K1
423Spire Wealth Management$2.6K1
424Rialto Wealth Management, LLC$2.6K1
425Hilton Head Capital Partners, LLC$2.6K1
426State of Alaska, Department of Revenue$2.6K1
427THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
428ELEVATION WEALTH PARTNERS, LLC$2.4K1
429Mowery & Schoenfeld Wealth Management, LLC$2.2K1
430SJS Investment Consulting Inc.$2.2K1
431Valued Wealth Advisors LLC$2.2K1
432Sachetta, LLC$2.2K1
433AMALGAMATED BANK$2.1K1
434Physician Wealth Advisors, Inc.$2.0K1
435Glen Eagle Advisors, LLC$1.8K1
436SHP Wealth Management$1.7K1
437Retirement Wealth Solutions LLC$1.7K1
438SUMMIT SECURITIES GROUP LLC$1.7K1
439DekaBank Deutsche Girozentrale$1.6K1
440Quest 10 Wealth Builders, Inc.$1.5K1
441Clayton Financial Group LLC$1.3K1
442Private Wealth Management Group, LLC$1.3K1
443STONERIDGE INVESTMENT PARTNERS LLC$1.3K1
444PARK AVENUE SECURITIES LLC$1.3K1
445SouthState Bank Corp$1.1K1
446SBI Securities Co., Ltd.$1.1K1
447HFM Investment Advisors, LLC$1.1K1
448CENTRAL TRUST Co$8721
449Vermillion Wealth Management, Inc.$8711
450TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$8511
451PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8441
452Investors Portfolio Services LLC$7251
453Synergy Investment Management, LLC$6531
454Networth Advisors, LLC$6531
455Key Capital Management, INC$6531
456Employees Retirement System of Texas$5161
457iA Global Asset Management Inc.$5151
458KBC Group NV$4861
459Vestcor Inc$4851
460Anfield Capital Management, LLC$4361
461MidFirst Bank$4361
462Portus Wealth Advisors, LLC$4361
463Kentucky Retirement Systems$3981
464BARTLETT & CO. WEALTH MANAGEMENT LLC$2291
465CX Institutional$2191
466Clearstead Trust, LLC$2181
467TFC Financial Management, Inc.$2181
468Cassaday & Co Wealth Management LLC$2181
469Seneschal Advisors, LLC$2181
470Basecamp Wealth Advisors LLC$2181
471ACADIAN ASSET MANAGEMENT LLC$731
472Y.D. More Investments Ltd$221
473Smithfield Trust Co$211
474Capital Advisors, Ltd. LLC$101
475VALLEY NATIONAL ADVISERS INC$61
476HAZLETT, BURT & WATSON, INC.— value not disclosed1
477VANGUARD GROUP INC— value not disclosed1
478HARBOUR INVESTMENTS, INC.— value not disclosed1
479HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
480Brandywine Global Investment Management, LLC— value not disclosed1
481MONTAG A & ASSOCIATES INC— value not disclosed1
482COMERICA BANK— value not disclosed1
483BURNEY CO/— value not disclosed1
484VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
485CIBC WORLD MARKETS CORP— value not disclosed1
486GREAT LAKES ADVISORS, LLC— value not disclosed1
487INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
488TRUST CO OF VERMONT— value not disclosed1
489AVIVA PLC— value not disclosed1
490SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
491CIBC Private Wealth Group LLC— value not disclosed1
492MOTCO— value not disclosed1
493SOL Capital Management CO— value not disclosed1
494Mariner, LLC— value not disclosed1
495NORGES BANK— value not disclosed1
496Ballentine Partners, LLC— value not disclosed1
497HRT FINANCIAL LP— value not disclosed1
498DRW Securities, LLC— value not disclosed1
499FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
500Select Equity Group, L.P.— value not disclosed1
Truncated by Public Filings. Every one of the 475 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AIZ

RETAINED WINDOW · ACTIVE HITS

Zero hits on AIZ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AIZ · financials and macro

Financials — as filed PLANNED

AIZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AIZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing