AssuredPartners Investment Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,173	Closed	-$527K	–	257
2025 Q1	$527K	Buy	2,173 +117	+6%	+$28.4K	0.1%	192
2024 Q4	$465K	Buy	+2,056	New	+$465K	0.09%	206