AIZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $267.32
52W Range $206–$304

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About Assurant, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Assurant, Inc. is a global provider of risk management products and services with headquarters in Atlanta. Its businesses provide a diverse set of speciality, niche-market insurance products in the property, casualty, extended device protection, and insurance sectors. The company's main operating segments are Global Housing and Global Lifestyle.

The company, formerly known as Fortis, Inc., was spun off from Dutch and Belgian financial-services company Fortis Insurance N.V. in 2004. The company's initial public offering on Feb. 5, 2004 at $1.76 billion was the fourth largest that year. In connection with the public offering, the company changed its name to Assurant, Inc.

Assurant is 325 on the Fortune 500 list of the largest companies in the United States by revenue as of 2022.

History

Assurant can trace its roots back to the founding of the La Crosse Mutual Aid Association, which was established to sell disability insurance in Wisconsin in the early 1890s. La Crosse Mutual Aid Association would later become the Time Insurance Company.

In 1978, N.V. AMEV of the Netherlands acquired the Time Insurance Company via its U.S. holding company AMEV Holdings, Inc. During the next 12 years, AMEV Holdings, Inc. would expand through acquisition, buying American Security Insurance (credit-related insurance); United Family (funeral insurance); Western Insurance Company (mutual funds); and Superior Insurance (auto insurance).

In 1990, N.V. AMEV of the Netherlands acquired VSB Groep NV bank to become the Netherlands first financial conglomerate combining an insurer and a bank, creating Fortis.

In 1991, AMEV acquired the group life, accident and health insurance of Mutual Benefit Life Insurance Company. AMEV Holdings, Inc. was rebranded Fortis, Inc. in 1991. Superior Insurance was sold in 1996. Fortis acquired John Alden in 1998 and American Bankers Insurance in 1999.

Fortis Inc. sold its life insurance to The Hartford in 2001. Fortis' American business was subsequently renamed as Assurant and spun off from the parent company in 2004.

On June 10, 2015, Assurant announced an exit from the health insurance marketplace to focus on housing and lifestyle specialty protection products and services, and would be winding down its Assurant Health business. In October 2015, Assurant announced it had completed the sale of Assurant Health's existing supplemental and self-funded business lines to National General Holdings Corporation. Assurant began to wind down its major medical operations and did not participate in the next Affordable Care Act open enrollment period beginning in November 2015. Assurant sold its HSA assets and other medical-account assets to SelectAccount in March 2016. In 2015 Assurant also announced it was exiting the employee benefits marketplace. Sun Life Financial agreed to acquire Assurant Employee Benefits for $940 million in September 2015, and closed the sale in March 2016.

Operations

Assurant operates six main segments:

Global Housing, which offers lender-placed insurance, renters insurance, manufactured home insurance, residential and commercial flood insurance, rental deposit alternatives, insurance tracking, and loss draft services.

Telecommunications, which offers mobile device protection services, service and repair contracts for mobile phones, tech support services, lifecycle and sustainability solutions, and a global network of physical repair locations. This division also works with wholesale buyers of pre-owned devices to promote circularity through its global network of device care centers that process roughly 20 million devices annually as well as through relationships with subsidiaries such as (but not limited to) Hyla Mobile.

Retail and Consumer Goods, for which the company is the largest U.S. protection provider across electronics, appliances, and jewelry. This division also administrates Assurant Home Warranty, sold exclusively through real estate agents.

Global Automotive, which works with Auto Dealers, dealer groups, and third-party administrators in the U.S. and directly with auto brands and OEMs internationally. For these groups, Assurant provides a full suite of Finance & Insurance (F&I) products that include GAP insurance, extended warranties, extended and pre-paid service and maintenance contracts, vehicle protection plans, hybrid and electric vehicle (EV) protection and service plans, and access to a preferred auto repair network. This division also provides dealership development performance coaching, training through the Automotive Training Academy, and profit participation/reinsurance programs for dealers.

Commercial Vehicles & Equipment, which serves industries including medium, heavy-duty, and light-duty trucking; leased and financed equipment for businesses, medical offices, restaurants and more; and equipment for forestry, agriculture, and construction companies. Products in this sector include vehicle protection and service contracts, insurance tracking, point-of-funding protection solutions, and liability protection.

Financial Services, which primarily focuses on added-value protection products and travel benefits for credit card providers and the nearly 61 million consumers they serve. Assurant also provides expertise in actuarial services, policy and claims administration, and compliance/regulatory oversight.

Assurant Health policy claim denials and cancellations

Assurant Health (now divested from Assurant) was repeatedly found to cancel health policies for some customers that had serious medical conditions, and 12 states criticized the firm for denying claims, with most of the states levying fines against Assurant. A number of individual cases have been reported.

In September 2009, the South Carolina Supreme Court upheld a lower court's verdict that the firm (then known as "Fortis") wrongly revoked the health insurance policy of a holder who had contracted HIV subsequent to getting an insurance policy, and ordered the firm to pay $10 million to the plaintiff. The court found that:

Pursuant to company policy in cases involving long-term disease, Fortis launched an investigation to determine whether [the plaintiff] had failed to disclose a pre-existing condition on his policy application...A Fortis investigator reviewed the records and discovered [an] erroneously-dated intake note in [the doctor’s] files. That information was then forwarded to [a] Fortis Senior Underwriter...for review. [The underwriter]...recommended that [the plaintiff’s] policy be rescinded on the grounds that he had misrepresented his HIV positive status.

A Reuters report on the ruling stated that Fortis had a company policy to target every recently diagnosed HIV-positive policyholder for an automatic fraud investigation as a pretext to rescind their policy, according to undisclosed records. As in that case, their insurance policies often were canceled on incorrect information, flimsy evidence, or for no reason at all. In March 2010, the U.S. Supreme Court rejected the firm's appeal of the ruling.

In February 2010, a Boulder, Colorado jury found that Assurant Health had breached its contract with a woman who was severely injured in a hit-and-run accident, and awarded her $183,551 for medical bills and approximately $37.1 million in punitive damages. This was described as "one of the largest bad-faith judgments in Colorado history".

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryInsurance employees14,800 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$3.52Paid quarterly
5Y Div CAGR≈4.9%Per share, split-adjusted
Growth Streak≈20Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 31, 2026$0.88USD≈1.2%
Jun 8, 2026$0.88USD≈1.4%
Feb 17, 2026$0.88USD≈1.5%
Dec 1, 2025$0.88USD≈1.5%
Sep 2, 2025$0.80USD≈1.5%
Jun 9, 2025$0.80USD≈1.6%
Feb 3, 2025$0.80USD≈1.4%
Dec 9, 2024$0.80USD≈1.4%
Sep 3, 2024$0.72USD≈1.5%
Jun 10, 2024$0.72USD≈1.7%
Feb 2, 2024$0.72USD≈1.7%
Nov 24, 2023$0.72USD≈1.7%
Aug 25, 2023$0.70USD≈2.0%
May 26, 2023$0.70USD≈2.2%
Feb 24, 2023$0.70USD≈2.2%
Nov 25, 2022$0.70USD≈2.1%
Aug 26, 2022$0.68USD≈1.7%
May 27, 2022$0.68USD≈1.5%
Feb 25, 2022$0.68USD≈1.6%
Nov 26, 2021$0.68USD≈1.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 16.9%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 3, 2026 $6.41 $5.23 22.5%
March 31, 2026 $5.95 $5.35 11.3%
Dec. 31, 2025 $5.61 $5.56 0.94%
Sept. 30, 2025 $5.73 $4.32 32.7%
June 30, 2025 $5.10 $4.55 12.1%
March 31, 2025 $3.39 $2.78 22.0%

Institutional owners (13F) 646 filers · $13.4B total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 646
Value held $13.4B
New positions 94
Exited positions 62
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
94 (-6 vs prior Q) 62 (+11 vs prior Q) 225 (+25 vs prior Q) 199 (+9 vs prior Q) +2.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,600,714,630 6,646,106 11.91% Shares
BlackRock, Inc. $1,345,211,090 5,009,537 10.01% Shares
Bank of New York Mellon Corp $1,269,590,915 4,727,930 9.44% Shares
VANGUARD CAPITAL MANAGEMENT LLC $869,214,424 3,236,936 6.47% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $761,633,519 2,836,307 5.67% Shares
STATE STREET CORP $682,575,601 2,541,897 5.08% Shares
GEODE CAPITAL MANAGEMENT, LLC $379,919,521 1,417,209 2.83% Shares
Invesco Ltd. $329,413,540 1,226,729 2.45% Shares
DIMENSIONAL FUND ADVISORS LP $322,049,005 1,199,305 2.40% Shares
BANK OF AMERICA CORP /DE/ $269,635,349 1,004,116 2.01% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $247,154,475 920,398 1.84% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $240,700,495 896,364 1.79% Shares
MORGAN STANLEY $208,717,075 777,257 1.55% Shares
VOYA INVESTMENT MANAGEMENT LLC $202,096,364 754,475 1.50% Shares
FMR LLC $185,260,163 689,904 1.38% Shares
NORGES BANK $175,007,714 651,725 1.30% Shares
FIRST TRUST ADVISORS LP $164,481,382 612,525 1.22% Shares
LYRICAL ASSET MANAGEMENT LP $156,500,090 582,803 1.16% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $147,365,235 548,785 1.10% Shares
NORDEA INVESTMENT MANAGEMENT AB $137,954,410 512,613 1.03% Shares
NORTHERN TRUST CORP $135,187,131 503,434 1.01% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $128,096,866 477,030 0.95% Shares
Qube Research & Technologies Ltd $125,105,442 465,890 0.93% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $124,931,703 465,243 0.93% Shares
FIL Ltd $111,245,266 414,275 0.83% Shares
FIRST MANHATTAN CO. LLC. $108,923,018 405,627 0.81% Shares
Woodline Partners LP $104,868,484 390,528 0.78% Shares
WELLINGTON MANAGEMENT GROUP LLP $92,694,676 345,193 0.69% Shares
JUPITER ASSET MANAGEMENT LTD $87,946,798 327,512 0.65% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $82,850,000 308,532 0.62% Shares
GOLDMAN SACHS GROUP INC $80,551,683 299,973 0.60% Shares
DEUTSCHE BANK AG\ $76,718,484 285,698 0.57% Shares
VANGUARD FIDUCIARY TRUST CO $74,645,701 277,979 0.56% Shares
Clark Capital Management Group, Inc. $66,087,034 246,107 0.49% Shares
TWO SIGMA INVESTMENTS, LP $64,495,804 240,181 0.48% Shares
AMERICAN CENTURY COMPANIES INC $64,017,552 238,400 0.48% Shares
ENVESTNET ASSET MANAGEMENT INC $60,027,833 223,542 0.45% Shares
TD Asset Management Inc $56,521,806 210,486 0.42% Shares
UBS Group AG $54,405,789 202,606 0.40% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $49,447,114 184,140 0.37% Shares
AQR CAPITAL MANAGEMENT LLC $48,765,653 182,192 0.36% Shares
VICTORY CAPITAL MANAGEMENT INC $46,542,425 173,323 0.35% Shares
JPMORGAN CHASE & CO $39,979,216 146,874 0.30% Shares
MILLENNIUM MANAGEMENT LLC $39,210,482 146,019 0.29% Shares
Gotham Asset Management, LLC $37,533,244 139,773 0.28% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $37,005,701 169,899 0.28% Shares
D. E. Shaw & Co., Inc. $35,838,014 133,460 0.27% Shares
CITIGROUP INC $35,452,700 132,025 0.26% Shares
Nuveen, LLC $34,536,725 128,615 0.26% Shares
OBERWEIS ASSET MANAGEMENT INC/ $32,787,513 122,100 0.24% Shares

Show all 646 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
TPG Advisors VI-AIV, Inc., David Bonderman, James G. Coulter ×4 filings Sept. 20, 2018 · Initial filing Passive investment SEC
June 11, 2018 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 72 insiders · 41 officers · 29 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Keith Demmings President & CEO Sept. 15, 2026 G 133,170 0 0 $0
Alan B. Colberg CEO Nov. 5, 2021 S 174,768 0 0 $0
Robert B Pollock CEO, Director Nov. 4, 2014 G 391,009 0 0 $0
Donald Hamm Exec. VP, Pres. and CEO Jan. 4, 2011 F 57,025 0 0 $0
Keith Meier EVP, CFO March 16, 2025 F 29,341 0 0 $0
Richard S Dziadzio EVP and CFO Aug. 14, 2023 S 51,893 0 0 $0
Michael J Peninger EVP, CFO April 24, 2014 F 188,162 0 0 $0
Phillip Bruce Camacho Exec. VP; CFO March 15, 2009 D 31,578 0 0 $0
Lucinda Landreth President, Asset Management Dec. 31, 2004 D 1,500 0 0 $0
Francesca Luthi EVP, Chief Operating Officer March 16, 2025 F 16,024 0 0 $0
Gene Mergelmeyer EVP, COO Sept. 8, 2021 F 13,219 0 0 $0
Jay Rosenblum EVP and CLO Aug. 12, 2025 S 7,875 0 0 $0
Dimitry Dirienzo SVP, CAO, Controller Aug. 8, 2025 S 3,135 0 0 $0
Biju Nair EVP July 1, 2025 F 19,443 0 0 $0
Robert Lonergan Chief Marketing & Risk Officer March 20, 2025 S 25,731 0 0 $0
Jeffrey A. Strickland EVP March 16, 2025 F 4,163 0 0 $0
Campbell Michael P. EVP, Pres. Global Housing March 16, 2025 F 18,890 0 0 $0
Martin Jenns EVP Aug. 12, 2024 S 4,027 0 0 $0
Tammy L. Schultz EVP March 16, 2021 F 10,502 0 0 $0
Price Stonehill Robyn EVP, Chief HR Officer March 16, 2020 A 39,595 0 0 $0
Carey S. Roberts EVP, Chief Legal Officer Nov. 16, 2019 F 16,378 0 0 $0
Daniel A. Pacicco SVP,CAO, Controller Nov. 16, 2019 F 9,215 0 0 $0
Christopher J Pagano EVP, CRO Dec. 10, 2018 S 52,893 0 0 $0
Ajay Waghray EVP, CTO May 10, 2018 F 21,669 0 0 $0
Bart Schwartz EVP, Chief Legal Officer April 21, 2017 F 86,227 0 0 $0
John Andrew Sondej SVP, Controller (PAO) April 21, 2017 F 12,553 0 0 $0
Craig S Lemasters Exec. VP Aug. 20, 2015 F 129,487 0 0 $0
Adam Lamnin Executive Officer April 27, 2015 F 5,514 0 0 $0
John S Roberts EVP Nov. 12, 2014 S 22,817 0 0 $0
Sylvia Wagner EVP May 7, 2014 S 62,778 0 0 $0
Lesley Silvester Executive Vice President July 1, 2009 F 134,101 0 0 $0
Jerome A Atkinson EVP, Chief Compliance Officer June 16, 2008 D 22,326 0 0 $0
Katherine Greenzang Senior VP, General Counsel May 2, 2008 D 4,487 0 0 $0
William D Greiter Senior V.P., Corp.Development June 30, 2005 A 4,491 0 0 $0
Miles Brian Yakre SVP June 30, 2005 A 2,173 0 0 $0
Jeffrey Helman Senior VP, General Auditor June 30, 2005 A 2,574 0 0 $0
Robert Haertel Senior VP, Comp. & Benefits June 30, 2005 A 12,074 0 0 $0
Larry M Cains Senior VP, Investor Relations June 30, 2005 A 12,557 0 0 $0
Barbara R Hege Senior Vice President, Finance June 30, 2005 A 7,635 0 0 $0
Lance R Wilson Senior VP, Chief Info. Officer June 15, 2005 M 2,662 0 0 $0
Benjamin M Cutler Exec. VP Feb. 10, 2004 A 11,491 0 0 $0
Rajiv Basu Director May 22, 2025 A 3,063 0 0 $0
Ognjen Redzic Director May 22, 2025 A 7,468 0 0 $0
Sari Beth Granat Director May 22, 2025 A 3,956 0 0 $0
Kevin M Warren Director May 22, 2025 A 1,647 0 0 $0
Braxton J Carter II Director May 22, 2025 A 8,293 0 0 $0
Debra J Perry Director May 22, 2025 A 10,446 0 0 $0
Elaine Rosen Director May 22, 2025 A 27,018 0 0 $0
Harriet Edelman Director May 22, 2025 A 10,446 0 0 $0
Paul J Reilly Director May 22, 2025 A 21,487 0 0 $0
Paget Leonard Alves Director May 24, 2024 A 6,587 0 0 $0
Lawrence V Jackson Director May 24, 2024 A 25,920 0 0 $0
Robert W Stein Director May 12, 2023 A 15,225 0 0 $0
Juan Cento Director May 12, 2023 A 28,314 0 0 $0
Jean Paul L Montupet Director May 13, 2022 A 17,800 0 0 $0
Charles John Koch Director Dec. 9, 2019 S 10,583 0 0 $0
Elyse Douglas Director May 11, 2018 A 13,574 0 0 $0
Howard L Carver Director May 11, 2018 A 38,684 0 0 $0
David B Kelso Director Dec. 17, 2014 G 14,737 0 0 $0
Carroll H Mackin Director May 11, 2012 A 27,408 0 0 $0
John A Swainson Director May 13, 2011 A 4,306 0 0 $0
Allen Freedman Director March 3, 2011 M 7,716 0 0 $0
John Michael Palms Director June 3, 2010 M 26,035 0 0 $0
Beth L Bronner Director June 3, 2010 M 22,217 0 0 $0
Robert J Blendon Director May 15, 2009 A 11,961 0 0 $0
Michele Coleman Mayes Director May 18, 2007 A 5,293 0 0 $0
Kerry J Clayton Director Nov. 28, 2006 G 103,898 0 0 $0
Michael David Anderson · July 1, 2016 F 12,226 0 0 $0
FORTIS INSURANCE N V · Jan. 26, 2008 J 4,147,440 0 0 $0
John B Owen · July 13, 2007 D 13,082 0 0 $0
Alan W Feagin · July 31, 2006 F 2,820 0 0 $0
HARPER EDWIN · June 30, 2005 A 3,120 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 101 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KBWP · Invesco Exchange-Traded Fund Trust … 3.71% 38,457 SH Oct. 1, 2026 Daily
BKDV · BNY Mellon ETF Trust II 2.19% 144,084 NS July 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.32% 18,556 SH Oct. 1, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 1.25% 6,193 SH Oct. 1, 2026 Daily
SPGP · Invesco Exchange-Traded Fund Trust 1.23% 95,001 SH Oct. 1, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.97% 31,687 NS July 31, 2026 N-PORT
VAMO · Cambria ETF Trust 0.91% 3,558 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0.84% 219,996 SH Oct. 1, 2026 Daily
QLV · FlexShares Trust 0.80% 4,704 NS July 31, 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0.68% 42,154 SH Oct. 1, 2026 Daily
ESML · iShares Trust 0.64% 63,320 SH Sept. 11, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.62% 25,221 NS July 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.54% 6,367 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.34% 7,980 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 21,789 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.30% 2,413 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.28% 146,331 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.28% 721,231 SH Aug. 19, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.28% 24,846 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.23% 11,508 NS July 31, 2026 N-PORT
ROUS · Lattice Strategies Trust 0.21% 5,426 NS July 31, 2026 N-PORT
IYF · iShares Trust 0.21% 32,378 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 697,557 SH Oct. 1, 2026 Daily
SMMD · iShares Trust 0.18% 25,074 SH Sept. 11, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.18% 368,945 Oct. 1, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.18% 4,656 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.17% 91,692 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.16% 1,136,295 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.16% 80,930 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.15% 13,079 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.14% 74,922 SH Sept. 11, 2026 Daily
VRP · Invesco Exchange-Traded Fund Trust … 0.14% 4,115,000 Oct. 1, 2026 Daily
TILT · FlexShares Trust 0.13% 10,366 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.13% 3,061 SH Sept. 11, 2026 Daily
FAS · Direxion Shares ETF Trust 0.12% 9,761 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.10% 203,769 SH Sept. 11, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.09% 535 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.09% 611,657 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.09% 2,106 SH Sept. 11, 2026 Daily
XOEF · iShares Trust 0.08% 62 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.08% 1,491 NS July 31, 2026 N-PORT
SPMO · Invesco Exchange-Traded Fund Trust … 0.07% 58,700 SH Oct. 1, 2026 Daily
DFSU · Dimensional ETF Trust 0.07% 5,425 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.07% 23,976 SH Oct. 1, 2026 Daily
DFUV · Dimensional ETF Trust 0.06% 34,523 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 1,872 SH Oct. 1, 2026 Daily
DCOR · Dimensional ETF Trust 0.06% 7,429 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.06% 279,925 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.06% 197,667 SH Aug. 19, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.06% 2,063 SH Oct. 1, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.05% 11,453 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.05% 1,411 SH Oct. 1, 2026 Daily
IVE · iShares Trust 0.05% 81,281 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 78,070 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.04% 43,310 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.04% 63,883 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 29,897 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.04% 3 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.04% 110,216 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.03% 11,971 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 9,953 SH Oct. 1, 2026 Daily
CATH · Global X Funds 0.02% 1,160 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.02% 29 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.02% 7 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.02% 567 SH Sept. 11, 2026 Daily
XCLR · Global X Funds 0.02% 3 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.02% 2,629 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.02% 1,416 SH Oct. 1, 2026 Daily
IVV · iShares Trust 0.02% 647,925 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.02% 50 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.02% 39 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.02% 2,536 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.02% 15,747 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.02% 35,015 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.02% 295 SH Sept. 29, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.02% 1,288,015 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 1,572,221 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 8,163 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 4,146 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 11,193 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.02% 2,127 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.02% 187 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.02% 13,834 SH Sept. 11, 2026 Daily
QDPL · Pacer Funds Trust 0.02% 1,182 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.02% 63,152 SH Sept. 11, 2026 Daily
XTR · Global X Funds 0.02% 3 NS July 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.02% 343 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 39 SH Sept. 28, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.02% 3,871 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 41,505 SH Aug. 19, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 14, 2026 Daily
IAK · iShares Trust · 27,206 SH Sept. 11, 2026 Daily
ISCB · iShares Trust · 2,231 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 11,010 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 29,196 SH Sept. 9, 2026 Daily
SMMV · iShares Trust · 4,481 SH Sept. 1, 2026 Daily

AIZ Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 13 analysts BUY
Median target $327.00 +22.3%
2 15.4% Strong Buy
9 69.2% Buy
2 15.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-09-20

Mean target $330.00 +23.4%

← Below all targets Current price $267.32
Low$320.00 Mean$330.00 High$355.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AIZ · · · · · ·
HIG $38.16B 10.3 6.9% 13.5% 21.4% ·
WRB $26.45B 15.8 7.8% 12.1% 19.7% ·
CINF $25.38B 10.8 11.4% 18.9% 16.0% ·
L · 13.2 5.4% 9.0% 9.3% ·
MKL $27.06B 12.7 4.7% 13.6% 11.9% ·
CNA $12.92B 10.2 5.0% 8.5% 11.6% ·
AFG $11.40B 13.6 -1.8% 10.3% 18.1% ·
FNF $14.79B 24.7 5.6% 4.2% 7.9% ·
ERIE · · 7.2% 13.8% 25.0% ·
ORI · 12.3 11.0% 10.2% 16.2% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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