AssuredPartners Investment Advisors, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2055492
Tampa, FL
Position in BTI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$439,792
+$2,846 QoQ
Shares Held
7,121
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#505
of 904 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026AssuredPartners Investment Advisors, LLC holds $2,648,953 across 3 Tobacco names. BTI ranks #2 (16.6% of the industry book) .
All Filings in BTI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,792 | 7,121 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $436,946 | 7,473 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $489,536 | 8,646 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $471,824 | 11,405 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $430,065 | 11,841 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||