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, Q1 2023
Institutional positions in Assured Guaranty Ltd as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 53.0M
- +201.9K (+0.4%) vs. Q4 2022
- Total value
- $2.68B
- −$611.6M (−18.6%) vs. Q4 2022
- New holders
- 31
- 91 more added
- Sold out
- 30
- 100 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1 | $50 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 4 | $201 | 0.00% | −47−92.2% | Reduced |
| AdvisorNet Financial, Inc | 5 | $251 | 0.00% | −19−79.2% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $503 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $607 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 14 | $704 | 0.00% | −10−41.7% | Reduced |
| Disciplined Investments, LLC | 14 | $704 | 0.00% | −5−26.3% | Reduced |
| Hexagon Capital Partners LLC | 14 | $704 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20 | $1.00K | 0.00% | −427−95.5% | Reduced |
| CVA Family Office, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $1.16K | 0.00% | +23 | New |
| Schubert & Co | 24 | $1.21K | 0.00% | −17−41.5% | Reduced |
| First Horizon Advisors, Inc. | 28 | $1.41K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $1.76K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 52 | $2.00K | 0.00% | +39+300.0% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.11K | 0.00% | −15−26.3% | Reduced |
| Global Retirement Partners, LLC | 43 | $2.25K | 0.00% | −16−27.1% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $2.62K | 0.00% | −18−25.7% | Reduced |
| Tucker Asset Management LLC | 55 | $2.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $3.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $3.72K | 0.00% | +20+37.0% | Added |
| Ellevest, Inc. | 79 | $3.97K | 0.00% | +26+49.1% | Added |
| TSFG, LLC | 96 | $5.00K | 0.00% | +1+1.1% | Added |
| Red Tortoise LLC | 114 | $5.73K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 131 | $6.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 135 | $6.79K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 164 | $8.24K | 0.00% | +23+16.3% | Added |
| Private Trust Co NA | 182 | $9.15K | 0.00% | −42−18.8% | Reduced |
| Sunbelt Securities, Inc. | 198 | $9.76K | 0.00% | +198 | New |
| DT Investment Partners, LLC | 180 | $9.77K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 218 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 275 | $14.0K | 0.00% | +16+6.2% | Added |
| Exchange Traded Concepts, LLC | 288 | $14.5K | 0.00% | +288 | New |
| Northwestern Mutual Wealth Management Co | 292 | $14.7K | 0.00% | −41−12.3% | Reduced |
| Signaturefd, LLC | 318 | $16.0K | 0.00% | +121+61.4% | Added |
| EverSource Wealth Advisors, LLC | 405 | $20.4K | 0.00% | −241−37.3% | Reduced |
| Assetmark, Inc | 405 | $20.4K | 0.00% | −65−13.8% | Reduced |
| TCI Wealth Advisors, Inc. | 532 | $26.7K | 0.00% | −1−0.2% | Reduced |
| Advisory Services Network, LLC | 629 | $31.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 651 | $32.7K | 0.00% | +335+106.0% | Added |
| Brown Brothers Harriman & Co | 665 | $33.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $33.7K | 0.00% | −200−23.0% | Reduced |
| Proequities, Inc. | 686 | $34.5K | 0.00% | −59−7.9% | Reduced |
| Covestor Ltd | 734 | $37.0K | 0.03% | −84−10.3% | Reduced |
| M&R Capital Management Inc | 800 | $40.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 831 | $41.6K | 0.01% | +21+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 830 | $41.7K | 0.00% | +334+67.3% | Added |
| Parkside Financial Bank & Trust | 868 | $43.6K | 0.01% | −314−26.6% | Reduced |
| IFP Advisors, Inc | 1,372 | $49.3K | 0.00% | −489−26.3% | Reduced |
| Ronald Blue Trust, Inc. | 892 | $55.0K | 0.00% | +352+65.2% | Added |
| Archer Investment Corp | 1,020 | $56.4K | 0.02% | +1,020 | New |
| Fifth Third Bancorp | 1,145 | $57.6K | 0.00% | +45+4.1% | Added |
| GWM Advisors LLC | 1,156 | $58.1K | 0.00% | −92−7.4% | Reduced |
| MetLife Investment Management | 1,192 | $59.9K | 0.00% | +2+0.2% | Added |
| Quent Capital, LLC | 1,313 | $65.7K | 0.01% | +3+0.2% | Added |
| Quadrant Capital Group LLC | 1,376 | $69.2K | 0.01% | +272+24.6% | Added |
| Johnson Financial Group, Inc. | 1,600 | $80.4K | 0.01% | −893−35.8% | Reduced |
| Key Financial Inc | 1,715 | $86.2K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $100.5K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,008 | $100.9K | 0.01% | +2,008 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $125.1K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,658 | $133.6K | 0.04% | +2,658 | New |
| State of Wyoming | 2,859 | $143.7K | 0.05% | +1,326+86.5% | Added |
| US Bancorp | 3,256 | $163.7K | 0.00% | +72+2.3% | Added |
| Dark Forest Capital Management LP | 3,441 | $173.0K | 0.04% | +3,169+1,165.1% | Added |
| CIBC Asset Management Inc | 3,992 | $200.7K | 0.00% | −301−7.0% | Reduced |
| Contravisory Investment Management, Inc. | 4,056 | $203.9K | 0.06% | +53+1.3% | Added |
| Capital Advisors, Ltd. LLC | 4,141 | $208.0K | 0.03% | −1,121−21.3% | Reduced |
| Raymond James Trust N.A. | 4,157 | $209.0K | 0.01% | −30−0.7% | Reduced |
| Walleye Trading LLC | 4,182 | $210.2K | 0.01% | −5,478−56.7% | Reduced |
| Cetera Advisor Networks LLC | 4,270 | $214.7K | 0.00% | +152+3.7% | Added |
| XTX Topco Ltd | 4,290 | $215.7K | 0.05% | +846+24.6% | Added |
| Inceptionr LLC | 4,324 | $217.4K | 0.07% | +4,324 | New |
| American International Group, Inc. | 4,373 | $219.8K | 0.00% | −444−9.2% | Reduced |
| Duality Advisers, LP | 4,517 | $227.1K | 0.03% | +4,517 | New |
| Shelton Capital Management | 4,531 | $227.8K | 0.01% | +1,000+28.3% | Added |
| Point72 Asset Management, L.P. | 4,625 | $232.5K | 0.00% | +4,625 | New |
| Jump Financial, LLC | 4,761 | $239.3K | 0.01% | +4,761 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,804 | $241.5K | 0.00% | +604+14.4% | Added |
| Capula Management Ltd | 4,840 | $243.3K | 0.02% | +4,840 | New |
| Creative Planning | 4,846 | $243.6K | 0.00% | −4,284−46.9% | Reduced |
| HRT Financial LP | 4,910 | $246.0K | 0.00% | −34,769−87.6% | Reduced |
| Eqis Capital Management, Inc. | 4,952 | $249.0K | 0.03% | −18,804−79.2% | Reduced |
| ARGA Investment Management, LP | 5,087 | $255.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,120 | $258.0K | 0.01% | −11−0.2% | Reduced |
| Point72 Middle East FZE | 5,251 | $264.0K | 0.01% | +1,743+49.7% | Added |
| Graham Capital Management, L.P. | 5,488 | $275.9K | 0.01% | +5,488 | New |
| Citizens Financial Group Inc | 5,509 | $276.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 5,693 | $286.0K | 0.00% | −243−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,698 | $286.7K | 0.00% | +38+0.7% | Added |
| Nisa Investment Advisors, LLC | 5,700 | $287.0K | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 5,772 | $290.2K | 0.01% | +60+1.1% | Added |
| Peapack Gladstone Financial Corp | 5,857 | $294.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,880 | $296.0K | 0.00% | −672−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 5,919 | $297.0K | 0.00% | −304−4.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,912 | $297.2K | 0.00% | −31,350−84.1% | Reduced |
| Advisor Partners II, LLC | 6,138 | $308.6K | 0.02% | −243−3.8% | Reduced |