AssuredPartners Investment Advisors’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.8M Buy
115,599
+3,606
+3% +$141K 0.52% 49
2025
Q4
$4.06M Buy
+111,993
New +$4.01M 0.6% 46

Other funds holding CSX

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

AssuredPartners Investment Advisors increased its CSX Corp (CSX) stake by 3.2% in Q1 2026, buying an estimated $141K and bringing the position to 115,599 shares worth $4.8M. The position accounts for 0.52% of the portfolio, ranked #49.

AssuredPartners Investment Advisors first reported a position in CSX in Q4 2025 and has held it in 2 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • AssuredPartners Investment Advisors held 115,599 shares of CSX Corp worth $4.8M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 3,606 CSX Corp shares in Q1 2026, an estimated $141K.
  • CSX Corp made up 0.52% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • AssuredPartners Investment Advisors first reported a position in CSX Corp in Q4 2025 and has held it in 2 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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