AssuredPartners Investment Advisors’s British American Tobacco BTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	7,473 -1,173	-14%	-$69.4K	0.05%	277
2025 Q4	$490K	Buy	+8,646	New	+$472K	0.07%	211
2025 Q2	–	Sell	-11,405	Closed	-$472K	–	259
2025 Q1	$472K	Sell	11,405 -436	-4%	-$17.1K	0.09%	206
2024 Q4	$430K	Buy	+11,841	New	+$428K	0.08%	215

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AssuredPartners Investment Advisors reduced its British American Tobacco (BTI) stake by 14% in Q1 2026, selling an estimated $69.4K and leaving 7,473 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #277.

AssuredPartners Investment Advisors first reported a position in BTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $490K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

AssuredPartners Investment Advisors held 7,473 shares of British American Tobacco worth $439K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,173 British American Tobacco shares in Q1 2026, an estimated $69.4K.
British American Tobacco made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #277 holding.
AssuredPartners Investment Advisors first reported a position in British American Tobacco in Q4 2024 and has held it in 4 quarters since.
AssuredPartners Investment Advisors's British American Tobacco position peaked at $490K in Q4 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

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