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AssuredPartners Investment Advisors’s Exponent EXPO Stock Holding History

AssuredPartners Investment Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,595
Closed -$250K – 414
2025
Q4 		$250K Buy
+3,595
New +$253K 0.04% 299
2025
Q2 		– Sell
-4,677
Closed -$379K – 277
2025
Q1 		$379K Buy
4,677
+393
+9% +$34.2K 0.07% 240
2024
Q4 		$382K Buy
+4,284
New +$432K 0.07% 244

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

AssuredPartners Investment Advisors sold out of Exponent (EXPO) in Q1 2026, closing a stake of 3,595 shares — an estimated $250K sold.

AssuredPartners Investment Advisors first reported a position in EXPO in Q4 2024 and held it in 3 quarters. The position peaked at $382K in Q4 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 3,595 Exponent shares in Q1 2026, an estimated $250K.
  • AssuredPartners Investment Advisors first reported a position in Exponent in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's Exponent position peaked at $382K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

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