Assurant, Inc.
In the published model solve dated 2026-Q2, anchored at $285.65, Assurant, Inc. (AIZ) is priced for 14.9% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Assurant rarely meets the person it insures: it bolts protection onto other companies' products, so a wireless carrier, a retailer or a mortgage servicer owns the customer while Assurant owns the claim, the repair and, in mobile, the resale of the recovered handset. • About a quarter of revenue sits in Global Housing, where the result depends on the weather more than on the business, and the first quarter of 2026 showed it: pre-tax reportable catastrophe losses came in $132.3 million lighter t
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557 institutional managers reported holding AIZ in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 54%. 76 opened new positions that quarter. Held by Vanguard Group, BNY Mellon, BlackRock, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AIZ has cut its share count 18.5% over the past five years, spending $2.12B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $3.28 a share annually. Cash returned over the past three years: $443.90M in dividends and $910.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AIZ over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AIZ's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +6.1% | +2.6% |
| 2023-11-03 | +13.7% | +2.8% |
| 2024-02-16 | +4.1% | +0.1% |
| 2024-05-10 | -2.2% | -4.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AIZ's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-05-22 (items 5.02, 5.07, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-02-10 (items 2.02, 9.01); 2026-01-28 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.