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AssuredPartners Investment Advisors’s BP BP Stock Holding History

AssuredPartners Investment Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,270
Closed -$550K – 256
2025
Q1 		$550K Sell
16,270
-942
-5% -$30.7K 0.11% 188
2024
Q4 		$509K Buy
+17,212
New +$517K 0.1% 197

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssuredPartners Investment Advisors's BP Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of BP (BP) in Q2 2025, closing a stake of 16,270 shares — an estimated $550K sold.

AssuredPartners Investment Advisors first reported a position in BP in Q4 2024 and held it in 2 quarters. The position peaked at $550K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 16,270 BP shares in Q2 2025, an estimated $550K.
  • AssuredPartners Investment Advisors first reported a position in BP in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's BP position peaked at $550K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.