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AssuredPartners Investment Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2055492 Tampa, FL

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,830,591
+$313,291 QoQ
Shares Held
19,303
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,469
of 4,003 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $3,684,110 across 3 Household & Personal Products names. PG ranks #1 (76.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
19,303 $2,830,591

All Filings in PG

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,830,591 19,303
2026-03-31 $2,517,300 17,428
2025-12-31 $1,599,339 11,160
2025-09-30 $1,063,258 6,920
2025-06-30 $741,475 4,654
2025-03-31 $1,537,017 9,019
2024-12-31 $1,615,140 9,634