AIA
PRU icon

AssuredPartners Investment Advisors’s Prudential Financial PRU Stock Holding History

AssuredPartners Investment Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Sell
3,889
-131
-3% -$13.6K 0.04% 297
2025
Q4 		$454K Buy
+4,020
New +$431K 0.07% 226

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AssuredPartners Investment Advisors reduced its Prudential Financial (PRU) stake by 3.3% in Q1 2026, selling an estimated $13.6K and leaving 3,889 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #297.

AssuredPartners Investment Advisors first reported a position in PRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $454K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • AssuredPartners Investment Advisors held 3,889 shares of Prudential Financial worth $380K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 131 Prudential Financial shares in Q1 2026, an estimated $13.6K.
  • Prudential Financial made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #297 holding.
  • AssuredPartners Investment Advisors first reported a position in Prudential Financial in Q4 2025 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's Prudential Financial position peaked at $454K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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