13F Filings History of AssuredPartners Investment Advisors, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$672,162,515
Signature - Title
Colleen Keefe - CCO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by AssuredPartners Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AssuredPartners Investment Advisors, LLC reported 342 stock holdings with total value $672,162,515 as of Q4 2025. Top holdings included FBCG, FDVV, VOO, SPTM, and XMMO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 342 $672,162,515 +$224,125,004 -$12,910,694 +$211,214,310 FBCG, FDVV, VOO, SPTM, XMMO 13F-HR 02 Feb 2026, 17:35
Q3 2025 268 $449,248,399 +$42,603,487 -$33,048,548 +$9,554,939 FBCG, FDVV, VOO, SPTM, XMMO 13F-HR 06 Oct 2025, 15:09
Q2 2025 239 $408,922,115 +$88,289,030 -$236,884,604 -$148,595,574 FBCG, FDVV, VOO, SPTM, BIL 13F-HR 29 Jul 2025, 08:56
Q1 2025 326 $518,089,791 +$42,669,107 -$23,020,880 +$19,648,227 FDVV, FBCG, FEX, AAPL, FNX 13F-HR 22 Apr 2025, 17:33
Q4 2024 320 $513,207,218 $0 $0 $0 FBCG, FDVV, AAPL, FEX, FNX 13F-HR 12 Feb 2025, 09:27