The unanimous accumulation by active managers, especially Assenagon's doubling, signals a shared positive view on Assurant's insurance fundamentals or capital return outlook. However, the $4.3M total is modest relative to AIZ's market cap — watch for larger 13F filings from top holders next quarter to confirm the trend.
Executive Summary
Five asset managers accumulated $4.3M in Assurant (AIZ) during Q3 2026, led by Assenagon Asset Management doubling its position to $6.3M. One seller trimmed $124K. The cluster is small in absolute dollar terms but unanimous in direction, suggesting a shared thesis around Assurant's insurance operations.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +173.2% | $6.3M | $4.0M |
| Davenport & Co | ADD | +37.9% | $365.0K | $95.0K |
| Assetmark | ADD | +44.5% | $310.0K | $91.0K |
| Hb Wealth Management | ADD | +26.6% | $461.0K | $90.0K |
| Mather Group | ADD | +32.5% | $178.0K | $41.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -28.8% | $412.0K | -$124.0K |
Key Facts
- 5 buyers added $4.3M in net new holdings; 1 seller trimmed $124K
- Assenagon Asset Management doubled its stake (+173.2%) to $6.3M, the largest move
- All 5 buyers are active asset managers, not passive/index funds
- Total buying value $4.6M vs selling value $124K — net conviction is strongly bullish
- 13F data is 45+ days stale; positions may have been adjusted since quarter-end
Financial Impact
5 institutions accumulated $4.3M in new AIZ positions while 1 reduced holdings by $124K — net institutional inflow of ~$4.2M
Risk Factors
- 13F data is stale by 45+ days; the cluster may have been unwound
- Small absolute dollar amounts limit the signal's conviction
- No insider buying corroborates the institutional thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AIZ-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $284.75 $287.15 | ▲ +0.84% | ▲ +0.13% | — |
Aug 3, 2026 12w ago | Institutional Cluster | $282.39 $281.31 | ▼ −0.38% | ▼ −2.19% | — |
Apr 28, 2026 26w ago | Court Ruling | $232.70 $236.27 | ▲ +1.53% | ▲ +0.51% | — |
Mar 20, 2026 31w ago | Insider Cluster | $212.81 $217.43 | ▲ +2.17% | ▲ +1.07% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers