AIZ Assurant, Inc. Common Stock
NYSE · Insurance close Oct 2, 2026AIZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Assurant, Inc. Common Stock Company overview from Wikipedia
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 ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 31, 2026 | $0.88 | USD | ≈1.2% |
| Jun 8, 2026 | $0.88 | USD | ≈1.4% |
| Feb 17, 2026 | $0.88 | USD | ≈1.5% |
| Dec 1, 2025 | $0.88 | USD | ≈1.5% |
| Sep 2, 2025 | $0.80 | USD | ≈1.5% |
| Jun 9, 2025 | $0.80 | USD | ≈1.6% |
| Feb 3, 2025 | $0.80 | USD | ≈1.4% |
| Dec 9, 2024 | $0.80 | USD | ≈1.4% |
| Sep 3, 2024 | $0.72 | USD | ≈1.5% |
| Jun 10, 2024 | $0.72 | USD | ≈1.7% |
| Feb 2, 2024 | $0.72 | USD | ≈1.7% |
| Nov 24, 2023 | $0.72 | USD | ≈1.7% |
| Aug 25, 2023 | $0.70 | USD | ≈2.0% |
| May 26, 2023 | $0.70 | USD | ≈2.2% |
| Feb 24, 2023 | $0.70 | USD | ≈2.2% |
| Nov 25, 2022 | $0.70 | USD | ≈2.1% |
| Aug 26, 2022 | $0.68 | USD | ≈1.7% |
| May 27, 2022 | $0.68 | USD | ≈1.5% |
| Feb 25, 2022 | $0.68 | USD | ≈1.6% |
| Nov 26, 2021 | $0.68 | USD | ≈1.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| 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
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.
| 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 |
Activists & 5%+ owners 2 positions
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
| 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
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
12-Month Price Target
6 analysts · 2026-09-20Mean target $330.00 +23.4%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
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% | · |
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