ASSURANT, INC.
AIZ, AIZN · Insurance Carriers, NEC · 49.5M shares · -4%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $118M (gross $193M, SBC $75M)
Reference price $262.71 · est. market cap ~$13.0B — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Assurant — specialty (housing/lifestyle) insurer with strong returns.
Strengths
- ROE 14.9% (74th pct), strong FCF (94th) and cash (90th)
- Diversified, fee-rich specialty franchise
Risks
- Catastrophe (housing) and client-concentration exposure
- Mobile-device-protection competition
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~38% of revenue from one customer/distributor — As of December 31, 2025, approximately 61% of our employees were frontline workers, predominantly in hourly roles such as customer care, claims administration, mobile repair and logistics; and approxi
- Strong balance sheetStrong balance sheet — $1.8B cash & investments
- Buying back stockNet buyback — share count -4%/yr over 4y
- Insider sellingInsider selling — 7 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$10M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
6.8%
Return on equity
14.9%
Return on assets
2.4%
Revenue growth (QoQ)
2.1%
Net-income growth
14.8%
Free cash flow
$1.6B
Tangible book value
$2.7B
Cash & investments
$1.8B
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Lonergan Robert | Sell | 7.0K | $262.71 |
| 2026-05-26 | DiRienzo Dimitry | Sell | 2.0K | $255.68 |
| 2026-05-22 | ROSEN ELAINE | Grant | 668 | — |
| 2026-05-22 | Reilly Paul J | Grant | 668 | — |
| 2026-05-22 | Redzic Ognjen | Grant | 668 | — |
| 2026-05-22 | Granat Sari Beth | Grant | 668 | — |
| 2026-05-22 | Basu Rajiv | Grant | 668 | — |
| 2026-05-22 | Blake Lynn S. | Grant | 668 | — |
| 2026-05-22 | EDELMAN HARRIET | Grant | 668 | — |
| 2026-05-22 | Carter J Braxton II | Grant | 668 | — |
| 2026-05-22 | WARREN KEVIN M | Grant | 668 | — |
| 2026-05-15 | MEIER KEITH | Sell | 25K | $254.31 |
| 2026-05-14 | Rosenblum Jay | Sell | 2.0K | $251.77 |
| 2026-04-01 | Sengupta Subhashish | Tax withheld | 149 | $216.33 |
| 2026-04-01 | Biju Nair | Tax withheld | 1.1K | $216.33 |
| 2026-04-01 | Lumsden Ryan | Tax withheld | 557 | $216.33 |
| 2026-03-20 | Sengupta Subhashish | Sell | 1.9K | $210.53 |
| 2026-03-20 | DiRienzo Dimitry | Sell | 750 | $210.98 |
| 2026-03-19 | Sengupta Subhashish | Sell | 20 | $215.00 |
| 2026-03-16 | Lonergan Robert | Tax withheld | 6.7K | $222.15 |
| 2026-03-16 | Lonergan Robert | Grant | 1.8K | — |
| 2026-03-16 | DiRienzo Dimitry | Grant | 3.4K | — |
| 2026-03-16 | DiRienzo Dimitry | Tax withheld | 1.4K | $222.15 |
| 2026-03-16 | DiRienzo Dimitry | Grant | 508 | — |
| 2026-03-16 | Demmings Keith | Grant | 83K | — |
| 2026-03-16 | Demmings Keith | Tax withheld | 42K | $222.15 |
| 2026-03-16 | Demmings Keith | Grant | 11K | $222.15 |
| 2026-03-16 | Campbell Michael P. | Grant | 13K | — |
| 2026-03-16 | Campbell Michael P. | Tax withheld | 7.7K | $222.15 |
| 2026-03-16 | Campbell Michael P. | Grant | 2.1K | — |
| 2026-03-16 | Lumsden Ryan | Tax withheld | 1.0K | $222.15 |
| 2026-03-16 | Strickland Jeffrey A. | Grant | 1.7K | — |
| 2026-03-16 | Strickland Jeffrey A. | Tax withheld | 722 | $222.15 |
| 2026-03-16 | Strickland Jeffrey A. | Grant | 844 | — |
| 2026-03-16 | Sengupta Subhashish | Grant | 2.1K | — |
| 2026-03-16 | Sengupta Subhashish | Tax withheld | 1.2K | $222.15 |
| 2026-03-16 | Sengupta Subhashish | Grant | 844 | — |
| 2026-03-16 | Rosenblum Jay | Grant | 12K | — |
| 2026-03-16 | Rosenblum Jay | Tax withheld | 6.2K | $222.15 |
| 2026-03-16 | Rosenblum Jay | Grant | 1.3K | — |
| 2026-03-16 | Biju Nair | Grant | 15K | — |
| 2026-03-16 | Biju Nair | Tax withheld | 7.4K | $222.15 |
| 2026-03-16 | Biju Nair | Grant | 2.2K | — |
| 2026-03-16 | MEIER KEITH | Grant | 22K | — |
| 2026-03-16 | MEIER KEITH | Tax withheld | 12K | $222.15 |
| 2026-03-16 | MEIER KEITH | Grant | 3.5K | — |
| 2026-03-16 | Lumsden Ryan | Grant | 2.2K | — |
| 2026-03-16 | Lumsden Ryan | Grant | 844 | — |
| 2026-03-16 | Lonergan Robert | Grant | 13K | — |
| 2025-10-03 | Demmings Keith | Sell | 13K | $220.51 |
| 2025-10-03 | Demmings Keith | Sell | 305 | $221.03 |
| 2025-10-01 | Campbell Michael P. | Grant | 862 | — |
| 2025-10-01 | DiRienzo Dimitry | Tax withheld | 144 | $217.48 |
| 2025-08-29 | Demmings Keith | Sell | 4.3K | $220.27 |
| 2025-08-12 | Rosenblum Jay | Sell | 3.9K | $208.53 |
| 2025-08-08 | DiRienzo Dimitry | Sell | 950 | $204.96 |
| 2025-07-01 | Biju Nair | Tax withheld | 167 | $197.66 |
| 2025-05-22 | ROSEN ELAINE | Grant | 881 | — |
| 2025-05-22 | Basu Rajiv | Grant | 881 | — |
| 2025-05-22 | EDELMAN HARRIET | Grant | 881 | — |
| 2025-05-22 | Carter J Braxton II | Grant | 881 | — |
| 2025-05-22 | Granat Sari Beth | Grant | 881 | — |
| 2025-05-22 | PERRY DEBRA J | Grant | 881 | — |
| 2025-05-22 | Reilly Paul J | Grant | 881 | — |
| 2025-05-22 | Redzic Ognjen | Grant | 881 | — |
| 2025-05-22 | WARREN KEVIN M | Grant | 881 | — |
| 2025-05-16 | Rosenblum Jay | Sell | 1.0K | $201.93 |
| 2025-04-01 | NAIR BIJU | Tax withheld | 2.2K | $211.56 |
| 2025-03-20 | DiRienzo Dimitry | Sell | 1.6K | $213.03 |
| 2025-03-20 | Lonergan Robert | Sell | 3.5K | $212.39 |
| 2025-03-16 | Strickland Jeffrey A. | Grant | 503 | — |
| 2025-03-16 | Strickland Jeffrey A. | Tax withheld | 51 | $211.20 |
| 2025-03-16 | Strickland Jeffrey A. | Tax withheld | 90 | $211.20 |
| 2025-03-16 | Strickland Jeffrey A. | Tax withheld | 58 | $211.20 |
| 2025-03-16 | Strickland Jeffrey A. | Grant | 703 | — |
| 2025-03-16 | Strickland Jeffrey A. | Tax withheld | 210 | $211.20 |
| 2025-03-16 | Lonergan Robert | Grant | 1.7K | — |
| 2025-03-16 | Lonergan Robert | Tax withheld | 225 | $211.20 |
| 2025-03-16 | Lonergan Robert | Tax withheld | 353 | $211.20 |
| 2025-03-16 | Lonergan Robert | Tax withheld | 246 | $211.20 |
| 2025-03-16 | Lonergan Robert | Grant | 6.2K | — |
| 2025-03-16 | Lonergan Robert | Tax withheld | 2.8K | $211.20 |
| 2025-03-16 | Lonergan Robert | Grant | 8.9K | — |
| 2025-03-16 | Lonergan Robert | Tax withheld | 3.8K | $211.20 |
| 2025-03-16 | DiRienzo Dimitry | Grant | 518 | — |
| 2025-03-16 | DiRienzo Dimitry | Tax withheld | 73 | $211.20 |
| 2025-03-16 | DiRienzo Dimitry | Tax withheld | 57 | $211.20 |
| 2025-03-16 | DiRienzo Dimitry | Tax withheld | 56 | $211.20 |
| 2025-03-16 | DiRienzo Dimitry | Grant | 1.0K | — |
| 2025-03-16 | DiRienzo Dimitry | Tax withheld | 297 | $211.20 |
| 2025-03-16 | Demmings Keith | Grant | 11K | — |
| 2025-03-16 | Demmings Keith | Tax withheld | 1.1K | $211.20 |
| 2025-03-16 | Demmings Keith | Tax withheld | 2.2K | $211.20 |
| 2025-03-16 | Demmings Keith | Tax withheld | 1.6K | $211.20 |
| 2025-03-16 | Demmings Keith | Grant | 29K | — |
| 2025-03-16 | Demmings Keith | Tax withheld | 13K | $211.20 |
| 2025-03-16 | NAIR BIJU | Grant | 2.1K | — |
| 2025-03-16 | NAIR BIJU | Tax withheld | 177 | $211.20 |
| 2025-03-16 | NAIR BIJU | Tax withheld | 390 | $211.20 |
| 2025-03-16 | NAIR BIJU | Tax withheld | 296 | $211.20 |
| 2025-03-16 | NAIR BIJU | Grant | 4.9K | — |
| 2025-03-16 | NAIR BIJU | Tax withheld | 2.1K | $211.20 |
| 2025-03-16 | Campbell Michael P. | Grant | 1.8K | — |
| 2025-03-16 | Campbell Michael P. | Tax withheld | 252 | $211.20 |
| 2025-03-16 | Campbell Michael P. | Tax withheld | 396 | $211.20 |
| 2025-03-16 | Campbell Michael P. | Tax withheld | 301 | $211.20 |
| 2025-03-16 | Campbell Michael P. | Grant | 6.1K | — |
| 2025-03-16 | Campbell Michael P. | Tax withheld | 3.0K | $211.20 |
| 2025-03-16 | Luthi Francesca | Grant | 2.5K | — |
| 2025-03-16 | Luthi Francesca | Tax withheld | 249 | $211.20 |
| 2025-03-16 | Luthi Francesca | Tax withheld | 433 | $211.20 |
| 2025-03-16 | Luthi Francesca | Tax withheld | 354 | $211.20 |
| 2025-03-16 | Luthi Francesca | Tax withheld | 152 | $211.20 |
| 2025-03-16 | Luthi Francesca | Grant | 7.0K | — |
| 2025-03-16 | Luthi Francesca | Tax withheld | 3.0K | $211.20 |
| 2025-03-16 | MEIER KEITH | Grant | 3.2K | — |
| 2025-03-16 | MEIER KEITH | Tax withheld | 301 | $211.20 |
| 2025-03-16 | MEIER KEITH | Tax withheld | 588 | $211.20 |
| 2025-03-16 | MEIER KEITH | Tax withheld | 496 | $211.20 |
| 2025-03-16 | MEIER KEITH | Tax withheld | 206 | $211.20 |
| 2025-03-16 | MEIER KEITH | Grant | 8.3K | — |
| 2025-03-16 | MEIER KEITH | Tax withheld | 3.7K | $211.20 |
| 2025-03-16 | Rosenblum Jay | Grant | 1.4K | — |
| 2025-03-16 | Rosenblum Jay | Tax withheld | 200 | $211.20 |
| 2025-03-16 | Rosenblum Jay | Tax withheld | 334 | $211.20 |
| 2025-03-16 | Rosenblum Jay | Tax withheld | 234 | $211.20 |
| 2025-03-16 | Rosenblum Jay | Grant | 5.1K | — |
| 2025-03-16 | Rosenblum Jay | Tax withheld | 2.2K | $211.20 |
| 2025-02-19 | NAIR BIJU | Sell | 1.9K | $201.27 |
| 2025-02-19 | NAIR BIJU | Sell | 1.1K | $201.87 |
| 2025-01-15 | WARREN KEVIN M | Grant | 766 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-02-10 | ResultsExhibits | filing ↗ |
| 2026-01-28 | Exec/director changeExhibits | filing ↗ |
| 2025-11-04 | ResultsExhibits | filing ↗ |
| 2025-08-18 | OtherExhibits | filing ↗ |
| 2025-08-12 | Exec/director changeExhibits | filing ↗ |
| 2025-08-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-21 | 0001267238-26-000033 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001267238-26-000027 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001267238-26-000024 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0001267238-26-000010 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001267238-26-000006 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001267238-26-000003 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001267238-25-000051 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001267238-25-000049 ↗ |
| 8-K | 2025-08-18 | 2025-08-14 | 0001193125-25-182705 ↗ |
| 8-K | 2025-08-12 | 2025-08-11 | 0001267238-25-000047 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001267238-25-000045 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001267238-25-000042 ↗ |