AssuredPartners Investment Advisors’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$422K	Buy
2025 Q2	$246K	Sell
2025 Q1	$751K	Sell
2024 Q4	$752K	Buy