AssuredPartners Investment Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 919,185
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 531.3 K | 57.8% | 0 | 27.59 K | -27.59 K |
| ETFs | 377.8 K | 41.1% | 264.5 K | 0 | 264.5 K |
| Debt | 10.08 K | 1.1% | 10.08 K | 0 | 10.08 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
919,185
Holdings
402
QoQ value change ($000)
247,022
(36.8%)
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.