SEC 13F Intelligence

Assuredpartners Investment Advisors, LLC / MSFT

Assuredpartners Investment Advisors, LLC’s Microsoft Corp Position

Does Assuredpartners Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 43.9K shares worth $16M (+1.78% of its 13F portfolio) as of Q1 2026, up from 27.7K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
43.9K
% of Portfolio
+1.78%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.9K$16M+1.78%
Q4 202527.7K$13M+1.99%
Q3 202523.2K$12M+2.68%
Q2 202522.9K$11M+2.79%
Q1 202527.5K$10M+1.99%
Q4 202425.9K$11M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Assuredpartners Investment Advisors, LLC’s full portfolio or all institutional holders of MSFT.