AssuredPartners Investment Advisors’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62M	Buy	2,728 +119	+5%	+$125K	0.28%	90
2025 Q4	$2.79M	Buy	2,609 +88	+3%	+$96.2K	0.42%	62
2025 Q3	$2.94M	Buy	2,521 +88	+4%	+$98.4K	0.65%	36
2025 Q2	$2.55M	Buy	2,433 +2,030	+504%	+$1.92M	0.62%	38
2025 Q1	$381K	Buy	403 +2	+0.5%	+$1.96K	0.07%	239
2024 Q4	$411K	Buy	+401	New	+$407K	0.08%	220

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssuredPartners Investment Advisors's BLK Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Blackrock (BLK) stake by 4.6% in Q1 2026, buying an estimated $125K and bringing the position to 2,728 shares worth $2.62M. The position accounts for 0.28% of the portfolio, ranked #90.

AssuredPartners Investment Advisors first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

AssuredPartners Investment Advisors held 2,728 shares of Blackrock worth $2.62M as of Q1 2026.
AssuredPartners Investment Advisors bought 119 Blackrock shares in Q1 2026, an estimated $125K.
Blackrock made up 0.28% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #90 holding.
AssuredPartners Investment Advisors first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Blackrock position peaked at $2.94M in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.