AssuredPartners Investment Advisors, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, AssuredPartners Investment Advisors, LLC opened 163 positions, added to 472, reduced 387 and sold out of 120.
- Q2 2026: Stock CTRA; Country of operation United States; Class COM; Shares before 101,481.
- Q2 2026: Stock TSCO; Country of operation United States; Class COM; Shares before 63,795.
- Q2 2026: Stock ITW; Country of operation United States; Class COM; Shares before 4,600.
- Q2 2026: Stock ZTS; Country of operation United States; Class CL A; Shares before 6,816.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055492), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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