AssuredPartners Investment Advisors’s General Mills GIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$427K	Sell	11,325 -2,587	-19%	-$112K	0.05%	280
2025 Q4	$647K	Buy	13,912 +8,698	+167%	+$413K	0.1%	182
2025 Q3	$263K	Buy	+5,214	New	+$261K	0.06%	223
2025 Q2	–	Sell	-10,689	Closed	-$639K	–	284
2025 Q1	$639K	Buy	10,689 +5,019	+89%	+$301K	0.12%	169
2024 Q4	$362K	Buy	+5,670	New	+$380K	0.07%	252

Other funds holding GIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AssuredPartners Investment Advisors reduced its General Mills (GIS) stake by 19% in Q1 2026, selling an estimated $112K and leaving 11,325 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #280.

AssuredPartners Investment Advisors first reported a position in GIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $647K in Q4 2025. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

AssuredPartners Investment Advisors held 11,325 shares of General Mills worth $427K as of Q1 2026.
AssuredPartners Investment Advisors sold 2,587 General Mills shares in Q1 2026, an estimated $112K.
General Mills made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #280 holding.
AssuredPartners Investment Advisors first reported a position in General Mills in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's General Mills position peaked at $647K in Q4 2025.
1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

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