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HSBC Holdings shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 16k 70.98
2025-06-30 $957k 16k 60.79
2025-03-31 $728k 13k 57.43

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
ClearBridge Advisors
Cookson, Peirce & Co

View all funds holding HSBC Holdings