AssuredPartners Investment Advisors, LLC
Position in AXP — American Express Co
CIK 2055492
Tampa, FL
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,534,446
+$667,846 QoQ
Shares Held
16,362
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#777
of 2,998 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AssuredPartners Investment Advisors, LLC holds $13,159,466 across 4 Credit Services names. AXP ranks #2 (42.1% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,534,446 | 16,362 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,866,600 | 16,089 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,685,391 | 15,368 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,040,528 | 15,175 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,693,471 | 14,714 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,997,275 | 14,857 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,172,273 | 14,058 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||