AssuredPartners Investment Advisors, LLC - Portfolio Stock Holdings
AssuredPartners Investment Advisors, LLC disclosed 437 stock positions in a recent SEC 13F filing. $1,019,800,558 of stock holdings were filed, with the largest holdings including XMMO, FBCG, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,878,842,674 and has 58 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.
Report Period:
June 30, 2026No. of Stocks:
437Est. Stock Holding Value:
$1,019,800,558Top Stock Holdings By Sector
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Portfolio Stock Holdings - AssuredPartners Investment Advisors, LLC
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Portfolio Options Holdings - AssuredPartners Investment Advisors, LLC
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