AIZ at a glance
Assurant (AIZ, SEC CIK 1267238) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Assurant (AIZ) reported revenue of $12.8 billion (up 7.9% from FY2024) and net income of $872.7 million. Diluted EPS was $16.93.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Assurant (AIZ) shares worth $7.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Biju Nair on August 6, 2026 of 3,931 shares at $302.46 per share.
- In the last 90 days, AIZ insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.2M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.8B
- +7.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.2M
- 13F holders
- 38 funds
- $7.2B · +3 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Insurance and risk management services integrating cybersecurity controls
- Emphasis on enhanced cybersecurity governance with quarterly Information Security Board oversight
- Cybersecurity risk management strengthened via ISO 27001 and NIST frameworks, annual employee training, phishing exercises
- Third-party cybersecurity assessments and threat intelligence collaborations expanded
- No material cybersecurity incidents reported, with ongoing focus on incident response and vendor risk management
Management Discussion & Analysis
- Sensitivity to 50 bp interest rate increase: debt fair value loss $52.2M in 2025 vs $48.4M in 2024
- Sensitivity to 100 bp interest rate increase: debt fair value loss $102.7M in 2025 vs $95.3M in 2024
- Foreign exchange risk managed by currency matching of liabilities and assets
Risk Factors
- Foreign exchange risk with net assets $1.12B (19.1% of total net assets) exposed to USD fluctuations, affecting fair value by ±$122.4M on ±10% USD change
- Credit risk from counterparty default on fixed maturity securities mitigated by issuer diversification and portfolio limits based on credit quality
- Model risk in pricing, catastrophe risk, reserving, and capital management from potential material divergences between actual results and analytical models
AI summary of the AIZ 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $3.45B, up 9% YoY from $3.16B
- Net income $298.6M, up 27% from $235.3M; effective tax rate higher YoY
- Global Housing best segment: Adjusted EBITDA $274.8M, up 28%; Corporate and Other worst at $(40.0)M
- Global Lifestyle revenue $2.67B, up 10%; Connected Living revenue $1.55B, up from $1.33B
- Headwinds: inflation, tariffs, supply-chain disruption, catastrophe losses, device values and competitive pressures
Risk Factors
- Share repurchases totaled $310.089 million during the quarter
- $574.5 million remained under the November 2025 repurchase authorization at June 30, 2026
AI summary of the AIZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Assurant announced financial results for the quarter ended June 30, 2026
- Exhibit 99.1 contains the detailed earnings release and operating metrics
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 480,000 additional common shares for Assurant’s long-term equity incentive plan
- Expanded equity capacity supports future executive and employee compensation awards
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees reelected through 2027, preserving board continuity
- PwC appointment ratified for fiscal 2026, supporting audit oversight
Item 2.02: Results of Operations and Financial Condition
- Assurant reported financial results for quarter ended March 31, 2026
- Earnings details are contained in Exhibit 99.1, the company’s May 5, 2026 news release
AI summaries of AIZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AIZ
Don't miss the next AIZ filing
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- Fund moves. Which tracked funds opened, added or cut AIZ, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Campbell Michael P. | F | Oct 1, 2026 | 147 | $266.24 |
| DiRienzo Dimitry | F | Oct 1, 2026 | 219 | $266.24 |
| Demmings Keith | G | Sep 15, 2026 | 3,500 | - |
| Biju Nair | Sell | Aug 6, 2026 | 3,931 | $302.46 |
| Lonergan Robert | Sell | Jun 22, 2026 | 7,000 | $262.71 |
| DiRienzo Dimitry | Sell | May 26, 2026 | 2,000 | $255.68 |
| Granat Sari Beth | A | May 22, 2026 | 668 | - |
| Basu Rajiv | A | May 22, 2026 | 668 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $11.1B | $11.9B | $12.8B |
| Net Income | $642.5M | $760.2M | $872.7M |
| Net Margin | 5.8% | 6.4% | 6.8% |
| Balance Sheet | |||
| Total Assets | $33.6B | $35.0B | $36.3B |
| Equity | $4.8B | $5.1B | $5.9B |
| ROE | 13.4% | 14.9% | 14.9% |
| Per Share | |||
| EPS | - | $14.46 | $16.93 |
| Cash Flow | |||
| Operating CF | $1.1B | $1.3B | $1.8B |
| CapEx | $202.5M | $221.3M | $235.5M |
Source: XBRL data in Assurant (AIZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AIZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $7.16B |
| Q1 2026 | 35 | $5.40B |
| Q4 2025 | 32 | $6.19B |
| Q3 2025 | 35 | $5.53B |
| Q2 2025 | 33 | $4.98B |
| Q1 2025 | 30 | $4.25B |
| Q4 2024 | 26 | $3.85B |
| Q3 2024 | 22 | $1.82B |
- BlackRock+1.06M (+27%)
- Bank of America Corp+642.9K (+178%)
- Two Sigma Investments+205.0K (+582%)
- Morgan Stanley+120.3K (+18%)
- D.E. Shaw & Co+90.9K (+213%)
- Vanguard Portfolio Management LLC−171.8K (-6%)
- Millennium Management−113.5K (-44%)
- BNY Mellon−89.0K (-2%)
- Citadel Advisors LLC−74.7K (-78%)
- FMR LLC (Fidelity)−60.5K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 251 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AIZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | May 27, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 4 | Apr 3, 2026 | - | - | - |
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AIZ SEC filings: frequently asked questions
Are AIZ insiders buying or selling?
In the last 90 days, Assurant (AIZ) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.2 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AIZ stock?
As of June 30, 2026, the largest Assurant (AIZ) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), BNY Mellon ($1.3 billion), Vanguard Capital Management LLC ($869.2 million), Vanguard Portfolio Management LLC ($761.6 million), State Street Corp ($682.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AIZ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Assurant (AIZ) reported revenue of $12.8 billion (up 7.9% from FY2024) and net income of $872.7 million. Diluted EPS was $16.93. The figures come from the XBRL data in the 10-K.
What are the main risks in AIZ's latest 10-K?
In the 10-K filed February 19, 2026, Assurant (AIZ) flagged: Foreign exchange risk with net assets $1.12B (19.1% of total net assets) exposed to USD fluctuations, affecting fair value by ±$122.4M on ±10% USD change. Credit risk from counterparty default on fixed maturity securities mitigated by issuer diversification and portfolio limits based on credit quality. (AI summary of the Risk Factors section.)
What did AIZ report in its latest 8-K?
Assurant (AIZ) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Assurant announced financial results for the quarter ended June 30, 2026.
What are the latest AIZ SEC filings?
Assurant (AIZ) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is AIZ's SEC CIK number?
Assurant (AIZ)'s SEC Central Index Key (CIK) is 1267238. EDGAR lists every AIZ filing under that number.
Ask anything about AIZ
The research agent reads AIZ's filings, financials, insider trades and 13F holders, then answers with sources.