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.
This page provides access to U.S. Securities and Exchange Commission filings for Assurant, Inc. (NYSE: AIZ), a Fortune 500 global protection company focused on safeguarding and servicing connected devices, homes and automobiles. Through these filings, investors and analysts can review the company’s official disclosures about its Global Lifestyle and Global Housing segments, capital structure, governance and material events.
Assurant’s SEC submissions include Form 8-K current reports that describe significant developments. Examples in recent filings include the release of quarterly financial results, the issuance of senior notes and related redemption of existing notes, and changes in executive leadership such as the appointment or transition of a Chief Operating Officer. These documents also identify the company’s registered securities, including its common stock under the symbol AIZ and subordinated notes under AIZN on the New York Stock Exchange.
In addition to current reports, investors can use this page to locate Assurant’s annual reports on Form 10-K, which summarize the company’s business, risk factors and segment information for Global Lifestyle and Global Housing, and quarterly reports on Form 10-Q, which provide interim financial statements and management discussion of results. Proxy statements detail executive compensation and governance matters, while registration statements and related prospectuses describe securities offerings such as senior notes.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand topics such as segment performance, capital deployment, debt issuance and leadership changes. Real-time updates from EDGAR ensure that new 10-K, 10-Q, 8-K and other filings, as well as any Form 4 insider transaction reports, are available as soon as they are posted.
By combining original SEC documents with AI-generated insights, this page allows users to navigate Assurant’s regulatory history, understand its protection-focused business model and track material events that may affect AIZ securities.
Assurant delivered much stronger results for the quarter ended March 31, 2026, with net income rising 87% to $274.1 million from $146.6 million. Total revenues grew to $3,420.1 million, driven by higher net earned premiums, fees and other income, and net investment income. Global Lifestyle Adjusted EBITDA increased 20% to $236.7 million on subscriber growth in mobile protection, stronger trade-in activity, and better Global Automotive performance. Global Housing Adjusted EBITDA more than doubled to $236.7 million, mainly from $132.3 million lower pre-tax reportable catastrophe losses, while underlying non-catastrophe results were roughly flat. Corporate and Other posted a modestly larger Adjusted EBITDA loss of $(31.9) million as home warranty investments and higher expenses outweighed higher investment income. The company also closed the sale of a runoff subsidiary holding long-term care business, recording a small additional loss.
Assurant reported record first quarter 2026 results and raised its full-year outlook. GAAP net income was $274.1 million, up 87% from $146.6 million, with diluted EPS rising to $5.41 from $2.83 (up 91%). Adjusted EBITDA grew 56% to $441.5 million, while adjusted earnings per diluted share increased 76% to $5.95.
Global Lifestyle delivered adjusted EBITDA of $236.7 million, up 20%, helped by mobile protection and automotive programs. Global Housing adjusted EBITDA rose 111% to $236.7 million, mainly from $132.3 million of lower reportable catastrophes, with underlying results roughly stable excluding prior year reserve development.
Holding company liquidity was $836 million as of March 31, 2026. Assurant returned $169 million to shareholders in the quarter, including $125 million of share repurchases (about 556 thousand shares) and $44 million in common dividends. The company now expects 2026 adjusted EBITDA, excluding reportable catastrophes, and adjusted earnings per share (same basis) to increase low single digits, with Global Lifestyle adjusted EBITDA targeted to grow approximately 10%.
Assurant Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 3,681,341 shares of Common Stock, representing 7.4% of the class as of 03/31/2026. The filing states Vanguard Capital Management holds sole dispositive power over these shares and identifies affiliated Vanguard entities that exercise voting or dispositive power on behalf of clients.
Assurant Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,017,559 shares of Assurant common stock, representing 6.07% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over these shares and limited sole voting power (9,422 shares).
The filing is a Schedule 13G disclosure by Vanguard Portfolio Management indicating passive/registered investment-management holdings and lists affiliated entities that exercise voting or dispositive power on behalf of client funds.
Assurant, Inc. asks stockholders to vote at its virtual 2026 annual meeting on May 21, 2026 to elect ten directors, ratify PricewaterhouseCoopers LLP as auditor, approve 2025 executive pay on an advisory basis, amend its 2017 long term equity incentive plan, and consider a written‑consent stockholder proposal.
Assurant highlights 2025 performance, including $12.4 billion in net earned premiums, fees and other income across Global Housing and Global Lifestyle, net income of $872.7 million, adjusted EBITDA excluding reportable catastrophes of $1.73 billion, and total stockholder return of 14.69% in 2025.
The company returned $468.3 million to stockholders via share repurchases and dividends, repurchasing 1.4 million shares for $299.9 million, and ended 2025 with $887.4 million of holding‑company liquidity while maintaining a 27.3% debt‑to‑total‑capital ratio.
ASSURANT, INC. executive reports routine tax share withholding. EVP and President of Global Housing Ryan Lumsden had 557 shares of common stock withheld on April 1, 2026 at a value of $216.33 per share to cover tax obligations tied to equity compensation. After this non‑market tax-withholding disposition, he directly holds 17,298.299 shares of Assurant stock, a figure that includes restricted stock units.
ASSURANT, INC. executive Biju Nair reported a routine tax-related share disposition. On April 1, 2026, he used 1,108 shares of common stock, valued at $216.33 per share, to satisfy tax obligations linked to equity compensation. After this non‑market transaction, he directly holds about 28,142.633 shares of Assurant common stock, including restricted stock units.
ASSURANT, INC. executive Subhashish Sengupta, EVP and Chief People Officer, reported a small, non‑market transaction involving company stock. On April 1, 2026, 149 shares of Assurant common stock were withheld at $216.33 per share to satisfy tax obligations in a tax-withholding disposition.
After this event, Sengupta directly held 2,746.014 shares of common stock, a figure that includes restricted stock units. In addition, 989.775 shares were indirectly held through the Assurant, Inc. 401(k) Plan as of March 31, 2026, reflecting retirement-plan ownership separate from his direct holdings.
Assurant Inc Schedule 13G/A: The Vanguard Group reports zero beneficial ownership of Assurant common stock, stating 0 shares and 0% ownership. The filing explains an internal realignment on January 12, 2026, after which certain Vanguard subsidiaries report holdings separately and Vanguard no longer is deemed to beneficially own those subsidiary-held shares.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, on March 26, 2026. The filing presents this ownership position and the reallocation of reporting responsibilities under SEC Release No. 34-39538.