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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
Q2 		$421K Buy
3,899
+10
+0.3% +$1.02K 0.04% 286
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AssuredPartners Investment Advisors's PRU Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Prudential Financial (PRU) stake by 0.26% in Q2 2026, buying an estimated $1.02K and bringing the position to 3,899 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #286.

AssuredPartners Investment Advisors first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,899 shares of Prudential Financial worth $421K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 10 Prudential Financial shares in Q2 2026, an estimated $1.02K.
  • Prudential Financial made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #286 holding.
  • AssuredPartners Investment Advisors first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's Prudential Financial position peaked at $454K in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.