Assured Guaranty Ltd
AGO- Exchange
- NYSE
- Industry
- Surety Insurance
- SEC CIK
- 0001273813
No open-market purchases or sales by Assured Guaranty Ltd insiders were filed in the last 90 days; 370 institutions reported holding it in 13F filings for Q2 2026, worth $3.31B in total; Chou Associates is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Assured Guaranty Ltd as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 264
- +22 vs. Q3 2022
- Shares held
- 52.9M
- −1.98M (−3.6%) vs. Q3 2022
- Total value
- $3.29B
- +$631.8M (+23.8%) vs. Q3 2022
- New holders
- 46
- 84 more added
- Sold out
- 24
- 97 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $3.31B |
| Q1 2026 | 371 | $3.34B |
| Q4 2025 | 363 | $3.72B |
| Q3 2025 | 336 | $3.63B |
| Q2 2025 | 350 | $3.88B |
| Q1 2025 | 331 | $4.12B |
| Q4 2024 | 322 | $4.21B |
| Q3 2024 | 322 | $3.72B |
| Q2 2024 | 324 | $3.72B |
| Q1 2024 | 332 | $4.37B |
| Q4 2023 | 282 | $3.83B |
| Q3 2023 | 257 | $3.15B |
| Q2 2023 | 264 | $2.94B |
| Q1 2023 | 264 | $2.68B |
| Q4 2022 | 264 | $3.29B |
| Q3 2022 | 248 | $2.66B |
| Q2 2022 | 256 | $3.19B |
| Q1 2022 | 264 | $3.82B |
| Q4 2021 | 260 | $3.14B |
| Q3 2021 | 241 | $3.07B |
| Q2 2021 | 232 | $3.28B |
| Q1 2021 | 245 | $3.00B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Harbor Investment Advisory, LLC | 10 | $623 | 0.00% | −2−16.7% | Reduced |
| Hexagon Capital Partners LLC | 14 | $872 | 0.00% | +9+180.0% | Added |
| Disciplined Investments, LLC | 19 | $1.18K | 0.00% | +1+5.6% | Added |
| CVA Family Office, LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 20 | $1.25K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 21 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.49K | 0.00% | +4+20.0% | Added |
| AdvisorNet Financial, Inc | 24 | $1.49K | 0.00% | +19+380.0% | Added |
| NewSquare Capital LLC | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 38 | $2.00K | 0.00% | −80−67.8% | Reduced |
| Earnest Partners LLC | 35 | $2.18K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $2.55K | 0.00% | +24+141.2% | Added |
| Farmers & Merchants Investments Inc | 45 | $2.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 51 | $3.20K | 0.00% | +51 | New |
| Ellevest, Inc. | 53 | $3.30K | 0.00% | −1−1.9% | Reduced |
| Tucker Asset Management LLC | 55 | $3.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $3.55K | 0.00% | +4+7.5% | Added |
| Global Retirement Partners, LLC | 59 | $3.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $4.36K | 0.00% | +18+34.6% | Added |
| TSFG, LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 114 | $7.10K | 0.00% | +114 | New |
| ICA Group Wealth Management, LLC | 131 | $8.16K | 0.00% | +131 | New |
| Farther Finance Advisors, LLC | 135 | $8.40K | 0.00% | +135 | New |
| Parallel Advisors, LLC | 141 | $8.78K | 0.00% | −2−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 142 | $9.00K | 0.00% | −1,065−88.2% | Reduced |
| Sofos Investments, Inc. | 62 | $10.4K | 0.11% | +62 | New |
| DT Investment Partners, LLC | 180 | $11.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 197 | $12.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 218 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 224 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 259 | $16.0K | 0.00% | +95+57.9% | Added |
| Dark Forest Capital Management LP | 272 | $16.9K | 0.00% | +272 | New |
| Belpointe Asset Management LLC | 316 | $19.7K | 0.00% | +316 | New |
| Northwestern Mutual Wealth Management Co | 333 | $20.7K | 0.00% | +41+14.0% | Added |
| GWM Advisors LLC | 1,248 | $24.0K | 0.00% | +1,248 | New |
| Ronald Blue Trust, Inc. | 540 | $26.0K | 0.00% | +172+46.7% | Added |
| Lazard Asset Management LLC | 447 | $27.0K | 0.00% | +447 | New |
| Assetmark, Inc | 470 | $29.3K | 0.00% | −4−0.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 496 | $30.9K | 0.00% | +496 | New |
| TCI Wealth Advisors, Inc. | 533 | $33.2K | 0.00% | +1+0.2% | Added |
| National Bank of Canada | 536 | $33.4K | 0.00% | +536 | New |
| Balyasny Asset Management LLC | 591 | $36.8K | 0.00% | −92,600−99.4% | Reduced |
| Advisory Services Network, LLC | 629 | $39.2K | 0.00% | +629 | New |
| EverSource Wealth Advisors, LLC | 646 | $40.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 665 | $41.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 745 | $46.4K | 0.00% | +745 | New |
| M&R Capital Management Inc | 800 | $49.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 810 | $50.4K | 0.02% | −56−6.5% | Reduced |
| Covestor Ltd | 818 | $51.0K | 0.04% | −47−5.4% | Reduced |
| Nomura Asset Management Co Ltd | 870 | $54.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 901 | $56.1K | 0.00% | +64+7.6% | Added |
| Fifth Third Bancorp | 1,100 | $68.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,104 | $68.7K | 0.01% | +54+5.1% | Added |
| Parkside Financial Bank & Trust | 1,182 | $73.6K | 0.02% | +64+5.7% | Added |
| MetLife Investment Management | 1,190 | $74.1K | 0.00% | −33−2.7% | Reduced |
| IFP Advisors, Inc | 1,861 | $81.0K | 0.00% | +22+1.2% | Added |
| Quent Capital, LLC | 1,310 | $81.6K | 0.01% | +123+10.4% | Added |
| Key Financial Inc | 1,715 | $83.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,533 | $95.4K | 0.03% | +1,533 | New |
| Oakworth Capital, Inc. | 2,000 | $124.5K | 0.01% | +2,000 | New |
| SG Americas Securities, LLC | 2,275 | $142.0K | 0.00% | +2,275 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $154.9K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,493 | $155.2K | 0.01% | −1,131−31.2% | Reduced |
| US Bancorp | 3,184 | $198.2K | 0.00% | +903+39.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,231 | $201.2K | 0.00% | +3,231 | New |
| O'Shaughnessy Asset Management, LLC | 3,417 | $212.7K | 0.00% | +3,417 | New |
| XTX Topco Ltd | 3,444 | $214.4K | 0.05% | +3,444 | New |
| Oppenheimer Asset Management Inc. | 3,449 | $214.7K | 0.00% | +3,449 | New |
| Point72 Middle East FZE | 3,508 | $218.4K | 0.02% | +3,508 | New |
| Oak Thistle LLC | 3,518 | $219.0K | 0.47% | +3,518 | New |
| Shelton Capital Management | 3,531 | $219.8K | 0.02% | −1,502−29.8% | Reduced |
| Neuberger Berman Group LLC | 3,748 | $233.3K | 0.00% | +3,748 | New |
| Prudential Financial Inc | 3,765 | $234.4K | 0.00% | −57,016−93.8% | Reduced |
| Mercer Global Advisors Inc | 3,843 | $239.0K | 0.00% | +3,843 | New |
| Panagora Asset Management Inc | 3,900 | $242.8K | 0.00% | +3,900 | New |
| Contravisory Investment Management, Inc. | 4,003 | $249.2K | 0.07% | +611+18.0% | Added |
| Cetera Advisor Networks LLC | 4,118 | $256.4K | 0.00% | +4,118 | New |
| Capital Advisors, Ltd. LLC | 5,262 | $258.0K | 0.04% | +1,121+27.1% | Added |
| Raymond James Trust N.A. | 4,187 | $261.0K | 0.01% | −119−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,200 | $261.5K | 0.00% | −841−16.7% | Reduced |
| CIBC Asset Management Inc | 4,293 | $267.3K | 0.00% | −975−18.5% | Reduced |
| Federated Hermes, Inc. | 4,332 | $269.7K | 0.00% | +4,332 | New |
| Dynamic Technology Lab Private Ltd | 4,600 | $286.0K | 0.03% | +4,600 | New |
| Quantamental Technologies LLC | 4,660 | $290.1K | 0.13% | +4,660 | New |
| FORA Capital, LLC | 4,726 | $294.2K | 0.05% | +4,726 | New |
| Round Rock Advisors, LLC | 5,400 | $299.8K | 0.12% | 00.0% | Unchanged |
| American International Group, Inc. | 4,817 | $299.9K | 0.00% | −327−6.4% | Reduced |
| ARGA Investment Management, LP | 5,087 | $316.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,131 | $319.0K | 0.01% | −597−10.4% | Reduced |
| Verition Fund Management LLC | 5,140 | $320.0K | 0.01% | +361+7.6% | Added |
| Sutton Wealth Advisors Inc. | 5,253 | $327.1K | 0.12% | −23−0.4% | Reduced |
| Citizens Financial Group Inc | 5,509 | $343.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,660 | $353.3K | 0.00% | −1,300−18.7% | Reduced |
| Nisa Investment Advisors, LLC | 5,700 | $355.0K | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 5,712 | $355.6K | 0.01% | +10.0% | Added |