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ASSUREDPARTNERS INVESTMENT ADVISORS, LLC 13F portfolio summary

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC of ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has 390 current stock holdings with a reported portfolio value of $919.2M. The portfolio 1 year return is +16.60%. Top holdings include IBDU (0.00%), IBDV (0.00%), IBDS (0.00%), IBDR (0.00%), IBDW (0.00%).

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ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Latest filing: 2026-03-31

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC runs ASSUREDPARTNERS INVESTMENT ADVISORS, LLC and currently holds 390 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $919.18M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ASSUREDPARTNERS INVESTMENT ADVISORS, LLC's portfolio at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has delivered returns of +16.60%. Their 3-year annualized return is +13.25%. Looking at the 5-year horizon, ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has achieved +13.25% annualized returns at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.60%
#0/1000
3 Year
+13.25%
#0/1000
5 Year
+13.25%
#0/1000

Portfolio Value

$919.18M

Alpha Score

12.4

#0 of 1000

Holdings

390

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change