AssuredPartners Investment Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 2055492 Tampa, FL

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$558,733

+$144,260 QoQ

Shares Held

5,401

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,196

of 2,054 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $1,665,863 across 4 Healthcare Plans names. CVS ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	5,401	$558,733
2	UNH	Unitedhealth Group Inc	1,179	$490,027
3	ELV	Elevance Health, Inc.	808	$312,477
4	CI	Cigna Group	1,105	$304,626

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,733	5,401	-6.4%	Shares	Sole	2026-08-10
2026-03-31	$414,473	5,771	-5.6%	Shares	Sole	2026-04-13
2025-12-31	$485,127	6,113	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.