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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 (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.
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