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AssuredPartners Investment Advisors’s Williams Companies WMB Stock Holding History

AssuredPartners Investment Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,852
Closed -$230K – 333
2025
Q1 		$230K Buy
+3,852
New +$220K 0.04% 298

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AssuredPartners Investment Advisors's WMB Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 3,852 shares — an estimated $230K sold.

AssuredPartners Investment Advisors first reported a position in WMB in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 3,852 Williams Companies shares in Q2 2025, an estimated $230K.
  • AssuredPartners Investment Advisors first reported a position in Williams Companies in Q1 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Williams Companies position peaked at $230K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.