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.
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.
Insider sale under 10b5-1 plan — The filing shows that Keith Demmings, President and CEO and a director of Assurant, Inc. (AIZ), sold a total of 13,725 shares on 10/03/2025 under a Rule 10b5-1 trading plan adopted on 03/10/2025. The Form 4 lists two grouped sales: 13,420 shares at a weighted-average price of $220.5095 and 305 shares at a weighted-average price of $221.0312.
After the transactions the report shows beneficial ownership of approximately 84,952.224 shares in one line and 84,647.224 shares in another (the filings note these totals include restricted stock units). The filing discloses the sales were made pursuant to the pre-established trading plan and that the weighted-average prices reflect multiple executions within stated price ranges.
Assurant, Inc. Executive Vice President and COO Michael P. Campbell reported an insider acquisition on 10/01/2025. The filing shows an award of 862 shares represented by restricted stock units (RSUs) granted at $0 purchase price, increasing his beneficial ownership to 19,752.37 shares (the filing notes this total includes other RSUs). The Form 4 was signed by an attorney-in-fact on 10/03/2025. The disclosure is a routine Section 16 filing that records a company equity grant to an officer rather than an open-market purchase or sale.