Welcome to our dedicated page for Assurant SEC filings (Ticker: AIZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Assurant, Inc. filings document formal disclosures for a global protection company organized around Global Lifestyle and Global Housing. Current 8-K reports furnish quarterly and annual operating results, outlook materials and non-GAAP reconciliations, with segment commentary tied to connected-device programs, extended service contracts, housing insurance and reportable catastrophe effects.
Proxy and material-event filings cover board composition, committee assignments, executive-officer changes, director compensation, equity incentive arrangements and shareholder voting matters. Capital-structure disclosures include common stock traded as AIZ, listed subordinated notes traded as AIZN, senior note issuances, indenture terms and use-of-proceeds disclosures.
ASSURANT, INC. executive Michael P. Campbell, EVP and COO, reported routine equity compensation activity in company common stock. On March 16, 2026, he acquired 13,285 shares issued upon vesting of performance share units tied to the 2023–2025 performance cycle and 2,093 additional shares represented by restricted stock units. To cover withholding obligations on the PSU and restricted stock unit vesting, 7,687 shares were withheld at a price of $222.15 per share, which is a tax-related disposition rather than an open-market sale. After these transactions, Campbell directly holds 25,350.37 shares of Assurant common stock, including restricted stock units.
Assurant, Inc. reports on a year of expansion and balance-sheet strength for the period ended December 31, 2025. The company describes itself as a global protection provider focused on connected devices, housing and automotive markets through its Global Lifestyle and Global Housing segments.
Global Lifestyle generated $9,582.5 million in 2025 net earned premiums, fees and other income, with Segment Adjusted EBITDA of $801.3 million, driven mainly by mobile device solutions and auto protection. Global Housing produced $2,768.8 million of revenue and $858.7 million of Segment Adjusted EBITDA, supported by growth in lender-placed homeowners and renters products.
As of year-end 2025, Assurant held $36.29 billion in total assets and reported debt to total capital of 27.3%. The company emphasizes strong cash generation, including $925.1 million of dividends or returns of capital from subsidiaries and $468.3 million returned to shareholders via buybacks and dividends. It also issued $300.0 million of 5.55% senior notes due 2036 and redeemed $175.0 million of 6.10% notes due 2026, and highlights sustainability, human capital investments and detailed risk factors ranging from competition and catastrophe losses to regulation and technology.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 3,621,858 shares of Assurant Inc. common stock, representing 7.2% of the class as of 12/31/2025.
The firm reports sole voting power over 3,611,448 shares and sole dispositive power over all 3,621,858 shares, with no shared voting or dispositive power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Assurant, and it expressly denies that this filing constitutes an admission of beneficial ownership.
Assurant reported strong fourth-quarter and full-year 2025 results, delivering a third consecutive year of double-digit earnings and EPS growth. Full-year GAAP net income rose to $872.7 million from $760.2 million, with diluted EPS increasing to $16.93 from $14.46. Adjusted earnings per diluted share grew to $19.77 from $16.64, and adjusted earnings excluding reportable catastrophes per diluted share reached $22.81 from $20.35.
Segment performance was led by Global Housing, where 2025 Adjusted EBITDA increased 28% to $858.7 million, or 15% excluding reportable catastrophes, driven by lender-placed growth and favorable non-catastrophe loss experience. Global Lifestyle Adjusted EBITDA rose 4% to $801.3 million, supported by Connected Living and Global Automotive.
The company maintained a solid balance sheet with holding company liquidity of $887 million and returned $468 million to shareholders in 2025 through $300 million of share repurchases and $168 million of common dividends. For 2026, Assurant targets Adjusted EBITDA and adjusted earnings per share, excluding reportable catastrophes, to be roughly consistent with 2025 or grow mid-to-high single digits when excluding $113.1 million of favorable prior-year reserve development.
Assurant, Inc. filed a Form 3 for reporting person Blake Lynn S., who is listed as a director of the company and not an officer or 10% owner. As of the event date January 28, 2026, the filing reports 0 shares of Assurant common stock beneficially owned directly and no derivative securities in Table II. The form is signed by Lisa Shahon, Attorney-in-Fact on January 29, 2026, documenting this initial statement of beneficial ownership.
Assurant, Inc. reported board changes. The board appointed Lynn Blake as a director, joining the Finance and Risk Committee and the Nominating and Corporate Governance Committee, subject to customary regulatory approval. She brings extensive investment management experience, including prior service as Executive Vice President and Chief Investment Officer at State Street Investment Management.
Blake currently serves on the boards of United Natural Foods, Inc. and WisdomTree, Inc. Assurant states there are no related party transactions reportable for her and no arrangements under which she was selected. She will receive cash retainers and restricted stock units as described in Assurant’s April 8, 2025 proxy and governed by its Amended and Restated Directors Compensation Plan. The company also accepted Debra Perry’s resignation from the board under its director retirement policy, effective at the 2026 annual meeting of stockholders.
The Bank of New York Mellon Corporation has filed an amended Schedule 13G disclosing its beneficial ownership of Assurant, Inc. (AIZ) common stock. The parent company reports beneficial ownership of 5,091,314 shares, representing 10.2% of Assurant’s common stock. Subsidiaries BNY Mellon IHC, LLC and MBC Investments Corp each report beneficial ownership of 4,489,752 shares, or 9.0% of the class, while Newton Investment Management North America, LLC reports 4,004,521 shares, or 8.0%.
The filing states that all securities are held by The Bank of New York Mellon Corporation and its subsidiaries in various fiduciary capacities, so another entity in each instance is entitled to dividends or sale proceeds, and no single other person has an interest exceeding 5% of the class. The certifying language emphasizes that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Assurant.
Assurant, Inc. (AIZ) reported stronger Q3 2025 results with total revenues of $3,231.5 million versus $2,967.7 million a year ago. Net income rose to $265.6 million from $133.8 million, and diluted EPS increased to $5.17 from $2.55.
Segment profitability improved: Global Housing Adjusted EBITDA was $256.3 million (vs. $92.4 million), while Global Lifestyle delivered $206.8 million (vs. $184.3 million). For the nine months, operating cash flow was $1,162.9 million, supporting continued investments and capital returns.
The balance sheet showed total assets of $35,782.1 million and equity of $5,758.5 million as of September 30, 2025. Accumulated other comprehensive loss improved to $(547.0) million. Shares outstanding were 50,081,110 as of October 31, 2025.
Assurant, Inc. (AIZ) furnished an 8-K announcing financial results for the quarter ended September 30, 2025. The company issued a news release on November 4, 2025, which is attached as Exhibit 99.1 and incorporated by reference into Item 2.02.
The release was furnished, not filed, under the Exchange Act, meaning it is not subject to Section 18 liabilities or automatically incorporated into other filings unless expressly referenced.
Assurant (AIZ): Schedule 13G/A ownership update. The Bank of New York Mellon Corporation reported beneficial ownership of 5,010,373 shares of Assurant common stock, representing 9.9% of the class. For BNY Mellon Corp, voting and disposition powers were listed as sole voting 4,952,260; shared voting 3,440; sole dispositive 2,807,053; and shared dispositive 2,203,320.
Subsidiary disclosures include: BNY Mellon IHC, LLC with 4,405,765 shares (8.7%), MBC Investments Corp with 4,405,765 shares (8.7%), and Newton Investment Management North America, LLC with 3,919,176 shares (7.8%), each with specified voting and dispositive powers.
The filer certified the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Assurant.