AIZ Assurant (AIZ) Insider Trading, Ownership & Congress Trades
Insurance · Insurance carriers, nec · CIK 0001267238
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
330
13F, latest reported quarter
What the filings say about AIZ
Insiders, 180 days
-$10.4M net sold
5 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: purchase, 2025-08-26
Planned sales (Form 144), 90 days
$1.2M
1 notice
Assurant insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ASSURANT, INC. insiders sold a net $10.4M of stock across 41 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 16.2% of the 24,246 shares held after it.
- No other insider sold within 30 days.
- 330 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Pres, Global Conn Living Biju Nair sold about $1.2M of AIZ on Aug 6, 2026; 330 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Mar 20, 2025.
- The trade is 25.6% of the 27,373 shares held after it.
- 1 other insider sold within 30 days.
- 330 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CSTO Lonergan Robert sold about $1.8M of AIZ on Jun 22, 2026; 1 other insider sold within 30 days and 330 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Mar 20, 2026.
- The trade is 73.0% of the 2,741 shares held after it.
- 3 other insiders sold within 30 days.
- 330 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, CAO, Controller DiRienzo Dimitry sold about $511.4K of AIZ on May 26, 2026; 3 other insiders sold within 30 days and 330 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 134.8% of the 18,552 shares held after it.
- 2 other insiders sold within 30 days.
- 330 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief Financial Officer MEIER KEITH sold about $6.4M of AIZ on May 15, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 330 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 12, 2025.
- The trade is 15.7% of the 12,764 shares held after it.
- 2 other insiders sold within 30 days.
- 330 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief Legal Officer Rosenblum Jay sold about $503.5K of AIZ on May 14, 2026; 2 other insiders sold within 30 days and 330 funds added in the latest 13F quarter.41 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$10.4M over 180 days
-$1.2M over 90 days
below 71% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
330 funds bought in last quarter
more than 76% of Insurance
Revenue
+7.9% year over year
below 55% of Insurance
Margin
6.8% net margin
below 63% of Insurance
Buybacks
$201.8M repurchased, FY to 2026-06-30
more than 55% of Insurance
Short interest
2.7% of the float short (float per yahoo 2026-10-26) · 2.8 days to cover · settled 2026-09-30
below 52% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AIZ
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+36.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AIZ: institutional holders (13F)
13F holdings, latest reported quarter
5,009,537 sh
$1.3B
4,727,930 sh
$1.3B
3,236,936 sh
$869.2M
2,836,307 sh
$761.6M
2,541,897 sh
$682.6M
Congress trades in AIZ
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-08-26 · disclosed 140 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AIZ planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
THE BIJU NAIR DECLARATION OF TRUST
Filed 2026-08-06
$1.2M
ROBERT ANTHONY LONERGAN
Filed 2026-06-22
$1.8M
AIZ mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
PIN OAK EQUITY FUND
$8.6M position · as of 2026-07-31
5.9%
Invesco KBW Property & Casualty Insurance ETF
$9.3M position · as of 2026-05-31
3.8%
ROCK OAK CORE GROWTH FUND
$510.9K position · as of 2026-07-31
3.8%
JNL/Newton Equity Income Fund
$135.2M position · as of 2026-06-30
3.1%
NVIT BNY Mellon Dynamic U.S. Equity Income Fund
$32.7M position · as of 2026-06-30
2.9%
BNY Mellon Enhanced Dividend and Income ETF
$4.2M position · as of 2026-05-29
2.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Keith W. Demmings
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$15.2M
$24.2M
$4.1M
+93%
+122%
2024
$13.8M
$25.0M
$4.1M
+68%
+103%
2023
$10.3M
$22.4M
$3.1M
+31%
+52%
2022
$8.4M
$4.4M
$3.2M
-5%
+37%
2021
$11.5M
$13.7M
$3.9M
+16%
+20%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $10.4M sold by insiders over 180 days, 330 funds added last quarter, $1.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AIZ financials
Revenue growth
+7.9%
XBRL, annual
Net margin
6.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$13.5B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AIZ
| FY Dec 2025 | $12.8B |
| FY Dec 2024 | $11.9B |
| FY Dec 2023 | $11.1B |
| FY Dec 2022 | $10.2B |
| FY Dec 2021 | $10.2B |
| Jun 2026 | $3.5B |
| Mar 2026 | $3.4B |
| Dec 2025 | $3.4B |
| Sep 2025 | $3.2B |
| Jun 2025 | $3.2B |
| Mar 2025 | $3.1B |
| Dec 2024 | $3.1B |
| Sep 2024 | $3.0B |
At each fiscal year end
Single quarter
Net margin, TTM
+7.9%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AIZ
| FY Dec 2025 | +6.8% |
| FY Dec 2024 | +6.4% |
| FY Dec 2023 | +5.8% |
| FY Dec 2022 | +2.7% |
| FY Dec 2021 | n/a |
| Jun 2026 | +8.6% |
| Mar 2026 | +8.0% |
| Dec 2025 | +6.7% |
| Sep 2025 | +8.2% |
| Jun 2025 | +7.4% |
| Mar 2025 | +4.8% |
| Dec 2024 | +6.5% |
| Sep 2024 | +4.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.7B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AIZ
| FY Dec 2025 | $1.6B |
| FY Dec 2024 | $1.1B |
| FY Dec 2023 | $935.6M |
| FY Dec 2022 | $410.6M |
| FY Dec 2021 | $594.3M |
| Jun 2026 | $409.2M |
| Mar 2026 | $192.6M |
| Dec 2025 | $611.7M |
| Sep 2025 | $442.1M |
| Jun 2025 | $205.6M |
| Mar 2025 | $339.0M |
| Dec 2024 | $34.8M |
| Sep 2024 | $389.4M |
At each fiscal year end
Single quarter
Debt to equity
0.36x
long-term debt only, 2020-03-31 (76 months older than the period end); equity 2026-06-30
Debt to equity AIZ
| FY Dec 2025 | 0.38x |
| FY Dec 2024 | 0.43x |
| FY Dec 2023 | 0.46x |
| FY Dec 2022 | 0.52x |
| FY Dec 2021 | 0.40x |
| Jun 2026 | 0.36x |
| Mar 2026 | 0.38x |
| Dec 2025 | 0.38x |
| Sep 2025 | 0.38x |
| Jun 2025 | 0.40x |
| Mar 2025 | 0.42x |
| Dec 2024 | 0.43x |
| Sep 2024 | 0.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.85x
TTM operating cash flow over long-term debt only, 2020-03-31 (76 months older than the period end)
Cash flow to debt AIZ
| FY Dec 2025 | 0.83x |
| FY Dec 2024 | 0.60x |
| FY Dec 2023 | 0.52x |
| FY Dec 2022 | 0.27x |
| FY Dec 2021 | 0.35x |
| Jun 2026 | 0.85x |
| Mar 2026 | 0.76x |
| Dec 2025 | 0.83x |
| Sep 2025 | 0.57x |
| Jun 2025 | 0.54x |
| Mar 2025 | 0.74x |
| Dec 2024 | 0.60x |
| Sep 2024 | 0.72x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+18.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AIZ
| FY Dec 2025 | +15.9% |
| FY Dec 2024 | +15.3% |
| FY Dec 2023 | +14.2% |
| FY Dec 2022 | +5.7% |
| FY Dec 2021 | n/a |
| Jun 2026 | +18.3% |
| Mar 2026 | +18.0% |
| Dec 2025 | +15.9% |
| Sep 2025 | +15.4% |
| Jun 2025 | +13.7% |
| Mar 2025 | +13.2% |
| Dec 2024 | +15.3% |
| Sep 2024 | +15.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AIZ
| FY Dec 2025 | +2.4% |
| FY Dec 2024 | +2.2% |
| FY Dec 2023 | +1.9% |
| FY Dec 2022 | +0.8% |
| FY Dec 2021 | n/a |
| Jun 2026 | +3.0% |
| Mar 2026 | +2.8% |
| Dec 2025 | +2.4% |
| Sep 2025 | +2.4% |
| Jun 2025 | +2.1% |
| Mar 2025 | +2.0% |
| Dec 2024 | +2.2% |
| Sep 2024 | +2.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital AIZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed AIZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
13.69x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AIZ
| FY Dec 2025 | 14.22x |
| FY Dec 2024 | 14.75x |
| FY Dec 2023 | 14.09x |
| FY Dec 2022 | 24.96x |
| FY Dec 2021 | 6.85x |
| Jun 2026 | 12.84x |
| Mar 2026 | 11.16x |
| Dec 2025 | 14.22x |
| Sep 2025 | 13.19x |
| Jun 2025 | 14.31x |
| Mar 2025 | 16.36x |
| Dec 2024 | 14.75x |
| Sep 2024 | 14.20x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$14.6B
market value at close 2026-10-27 on 2026-07-31 shares, plus long-term debt only, 2020-03-31 (76 months older than the period end), minus cash 2026-06-30
Enterprise value AIZ
| FY Dec 2025 | $12.4B |
| FY Dec 2024 | $11.3B |
| FY Dec 2023 | $9.4B |
| FY Dec 2022 | $7.3B |
| FY Dec 2021 | $9.0B |
| Jun 2026 | $13.8B |
| Mar 2026 | $11.4B |
| Dec 2025 | $12.4B |
| Sep 2025 | $11.4B |
| Jun 2025 | $10.7B |
| Mar 2025 | $11.2B |
| Dec 2024 | $11.3B |
| Sep 2024 | $10.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+11.7%
TTM free cash flow over market value at close 2026-10-27
FCF yield AIZ
| FY Dec 2025 | +13.3% |
| FY Dec 2024 | +10.2% |
| FY Dec 2023 | +10.6% |
| FY Dec 2022 | +6.2% |
| FY Dec 2021 | +6.7% |
| Jun 2026 | +12.4% |
| Mar 2026 | +13.4% |
| Dec 2025 | +13.3% |
| Sep 2025 | +9.3% |
| Jun 2025 | +9.7% |
| Mar 2025 | +13.3% |
| Dec 2024 | +10.2% |
| Sep 2024 | +13.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.27x
P/E over trailing EPS growth of 52%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AIZ
| FY Dec 2025 | 0.83x |
| FY Dec 2024 | 0.71x |
| FY Dec 2023 | 0.10x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.03x |
| Jun 2026 | 0.25x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.83x |
| Sep 2025 | 0.76x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.71x |
| Sep 2024 | 0.33x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $12.8B | $11.9B | $11.1B | $10.2B |
| Net income | $872.7M | $760.2M | $642.5M | $276.6M |
| EPS (diluted) | 16.93 | 14.46 | 11.95 | 5.05 |
| Operating cash flow | $1.8B | $1.3B | $1.1B | $596.9M |
| Cash | $1.8B | $1.8B | $1.6B | $1.5B |
| Buybacks | $303.7M | $307.4M | $193.1M | $572.8M |
| Dividends paid | $168.4M | $155.9M | $152.3M | $150.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
AIZ Stock Sonar score 6/7 axes
Find similar shapesCompareAIZ ranks highest on risk and compliance (60th percentile) and institutional and government (58th), and lowest on insider conviction (12th), among Insurance peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AIZ filings, in plain words
Are Assurant insiders buying or selling AIZ?
In the 180 days to 2026-10-28, Assurant insiders were net sellers, a net $10.4M across purchases and sales reported on Form 4, by 5 sellers.
Have members of Congress traded AIZ?
Yes, but not in the year to 2026-10-28; the latest on record is a purchase by Julia Letlow dated 2025-08-26.
Are there planned insider sales of AIZ?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $1.2M of stock; the latest, by THE BIJU NAIR DECLARATION OF TRUST, was filed 2026-08-06.
Read the full summary
In the 180 days to 2026-10-28, Assurant insiders were net sellers of AIZ, a net $10.4M across purchases and sales reported on Form 4 by 5 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in AIZ, none in the last year; the latest on record is a purchase by Julia Letlow dated 2025-08-26. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $1.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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