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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $250K–$500K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-08-26 LATE·140d$1K–$15K
2020-05-01Kelly Loeffler R–GAPurchase · SP (spouse-owned)Traded 04-07 +24d$50K–$100K
2020-05-01Kelly Loeffler R–GASale · SP (spouse-owned)Traded 04-07 +24d$250K–$500K
2020-05-01Kelly Loeffler R–GAPurchase · SP (spouse-owned)Traded 04-07 +24d$15K–$50K
2020-05-01Kelly Loeffler R–GAPurchase · SP (spouse-owned)Traded 03-20 +42d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
477VANGUARD GROUP INC$01
478HARBOUR INVESTMENTS, INC.$01
479HOWARD HUGHES MEDICAL INSTITUTE$01
480Brandywine Global Investment Management, LLC$01
481MONTAG A & ASSOCIATES INC$01
482COMERICA BANK$01
483BURNEY CO/$01
484VIRGINIA RETIREMENT SYSTEMS ET Al$01
485CIBC WORLD MARKETS CORP$01
486GREAT LAKES ADVISORS, LLC$01
487INTECH INVESTMENT MANAGEMENT LLC$01
488TRUST CO OF VERMONT$01
489AVIVA PLC$01
490SILVERCREST ASSET MANAGEMENT GROUP LLC$01
491CIBC Private Wealth Group LLC$01
492MOTCO$01
493SOL Capital Management CO$01
494Mariner, LLC$01
495NORGES BANK$01
496Ballentine Partners, LLC$01
497HRT FINANCIAL LP$01
498DRW Securities, LLC$01
499FOX RUN MANAGEMENT, L.L.C.$01
500Select Equity Group, L.P.$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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