AssuredPartners Investment Advisors, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Arthur Hazen - COO
Location
Tampa, FL
Holdings as of
30 Jun 2025
Value $
$408,922,115
Num holdings
239
Filing time
29 Jul 2025, 08:56:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FBCG, FDVV, VOO, SPTM, and BIL.
Previous filing
Q1 2025 - 23 Apr 2025
Next filing
Q3 2025 - 06 Oct 2025
SEC
View on sec.gov

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Quoteable Key Fact

"AssuredPartners Investment Advisors, LLC reported $408,922,115 across 239 holdings in Q2 2025."

Quick Takeaways

  • AssuredPartners Investment Advisors, LLC reported 13f holdings report, stock holdings for Q2 2025.
  • Reported holdings value: $408,922,115.
  • 239 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q1 2025.
  • Value moved from $518,089,791 to $408,922,115.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Arthur Hazen COO Pittsburgh, Pennsylvania 29 Jul 2025

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