AssuredPartners Investment Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,033,530
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 416 | 1,033,530 | 13F-HR | AssuredPartners Investment Advisors, LLC |
| Q1 2026 | 4/10/2026 | 402 | 919,185 | 13F-HR | AssuredPartners Investment Advisors, LLC |
| Q4 2025 | 2/3/2026 | 342 | 672,163 | 13F-HR | AssuredPartners Investment Advisors, LLC |
| Q3 2025 | 10/6/2025 | 268 | 449,248 | 13F-HR | AssuredPartners Investment Advisors, LLC |
| Q2 2025 | 7/29/2025 | 239 | 408,922 | 13F-HR | AssuredPartners Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 597 K | 57.8% | 65.73 K | 0 | 65.73 K |
| ETFs | 425.1 K | 41.1% | 47.27 K | 0 | 47.27 K |
| Debt | 11.41 K | 1.1% | 1.327 K | 0 | 1.327 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,033,530
Holdings
416
QoQ value change ($000)
114,345
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.