AssuredPartners Investment Advisors’s Ares Capital ARCC Stock Holding History

AssuredPartners Investment Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Sell	20,338 -2,203	-10%	-$41.1K	0.04%	300
2026 Q1	$413K	Buy	22,541 +3,343	+17%	+$64.7K	0.04%	286
2025 Q4	$388K	Sell	19,198 -42,245	-69%	-$852K	0.06%	243
2025 Q3	$1.25M	Sell	61,443 -834	-1%	-$18.5K	0.28%	69
2025 Q2	$1.37M	Sell	62,277 -991	-2%	-$21.1K	0.33%	54
2025 Q1	$1.4M	Buy	63,268 +6,980	+12%	+$158K	0.27%	101
2024 Q4	$1.23M	Buy	+56,288	New	+$1.21M	0.24%	100

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssuredPartners Investment Advisors's ARCC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Ares Capital (ARCC) stake by 9.8% in Q2 2026, selling an estimated $41.1K and leaving 20,338 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #300.

AssuredPartners Investment Advisors first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

AssuredPartners Investment Advisors held 20,338 shares of Ares Capital worth $377K as of Q2 2026.
AssuredPartners Investment Advisors sold 2,203 Ares Capital shares in Q2 2026, an estimated $41.1K.
Ares Capital made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #300 holding.
AssuredPartners Investment Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Ares Capital position peaked at $1.4M in Q1 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.