Welcome to our dedicated page for Assurant SEC filings (Ticker: AIZN), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Assurant's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Assurant's regulatory disclosures and financial reporting.
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 (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.
Assurant, Inc. reporting officer initial ownership: This Form 3 shows Subhashish Sengupta, EVP and Chief People Officer, beneficially owns 3,114.014 shares of Assurant common stock directly (including restricted stock units) and 920.12 shares indirectly via the Assurant 401(k) Plan as of June 30, 2025. The filing date for the event requiring the statement is 09/15/2025 and the form is signed on 09/22/2025.
Assurant, Inc. officer Ryan Lumsden reported initial beneficial ownership of 15,813.14 shares of Assurant common stock, recorded as including restricted stock units. The Form 3 discloses Lumsden's role as EVP, President, Global Housing and the event date triggering the filing as 09/15/2025. The filing was executed by an attorney-in-fact, Lisa Shahon, with a signature date of 09/22/2025. Ownership is reported as direct, and no derivative securities or additional transactions are listed on the form. This is an initial Section 16 filing notifying the market of an officer's equity stake in the company.
FAQ
What is the current stock price of Assurant (AIZN)?
