AssuredPartners Investment Advisors, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, AssuredPartners Investment Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2055492): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Clarity Financial LLC | United States | $0.919B | 118 |
| Flat Footed LLC | United States | $0.920B | 39 |
| Tyro Capital Management LLC | United States | $0.921B | 26 |
| Koch, Inc. | United States | $0.922B | 8 |
| Black Diamond Financial, LLC | United States | $0.916B | 185 |
| Consolidated Investment Group LLC | United States | $0.922B | 77 |
| Goldstone Financial Group, LLC | United States | $0.922B | 229 |
| TT International Asset Management LTD | United Kingdom | $0.916B | 48 |
| Old West Investment Management, LLC | United States | $0.923B | 123 |
| Marble Harbor Investment Counsel, LLC | United States | $0.923B | 192 |