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, Q2 2023
Institutional positions in Assured Guaranty Ltd as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 52.7M
- −321.8K (−0.6%) vs. Q1 2023
- Total value
- $2.94B
- +$263.6M (+9.8%) vs. Q1 2023
- New holders
- 28
- 89 more added
- Sold out
- 28
- 99 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2,961 | $165.0K | 0.00% | +2,961 | New |
| Tower Research Capital LLC (TRC) | 2,784 | $155.3K | 0.01% | −6,196−69.0% | Reduced |
| Walleye Capital LLC | 2,526 | $141.0K | 0.00% | +2,526 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $138.8K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,291 | $127.8K | 0.12% | +2,291 | New |
| Oakworth Capital, Inc. | 2,000 | $111.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $111.6K | 0.00% | +2,000 | New |
| Key Financial Inc | 1,715 | $95.7K | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,706 | $95.2K | 0.00% | −2,919−63.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,682 | $93.9K | 0.02% | +1,682 | New |
| Johnson Financial Group, Inc. | 1,600 | $89.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,367 | $76.0K | 0.00% | +1,347+6,735.0% | Added |
| GWM Advisors LLC | 1,225 | $68.4K | 0.00% | +69+6.0% | Added |
| Quent Capital, LLC | 1,188 | $66.3K | 0.01% | −125−9.5% | Reduced |
| Fifth Third Bancorp | 1,160 | $64.7K | 0.00% | +15+1.3% | Added |
| MetLife Investment Management | 1,125 | $62.8K | 0.00% | −67−5.6% | Reduced |
| Parkside Financial Bank & Trust | 1,117 | $62.3K | 0.01% | +249+28.7% | Added |
| State of Wyoming | 1,086 | $60.6K | 0.02% | −1,773−62.0% | Reduced |
| Archer Investment Corp | 1,020 | $56.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,405 | $50.5K | 0.00% | +33+2.4% | Added |
| Versant Capital Management, Inc | 820 | $45.8K | 0.01% | −11−1.3% | Reduced |
| M&R Capital Management Inc | 800 | $44.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $37.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 630 | $35.2K | 0.00% | −56−8.2% | Reduced |
| Quarry LP | 436 | $24.3K | 0.02% | +436 | New |
| EverSource Wealth Advisors, LLC | 417 | $23.3K | 0.00% | +12+3.0% | Added |
| Assetmark, Inc | 405 | $22.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 297 | $17.0K | 0.00% | +22+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 292 | $16.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 286 | $16.0K | 0.01% | −448−61.0% | Reduced |
| Parallel Advisors, LLC | 279 | $15.6K | 0.00% | +115+70.1% | Added |
| Smithfield Trust Co | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 218 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 209 | $11.7K | 0.00% | −109−34.3% | Reduced |
| DT Investment Partners, LLC | 180 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 182 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 203 | $10.0K | 0.00% | −689−77.2% | Reduced |
| Farther Finance Advisors, LLC | 139 | $7.76K | 0.00% | +4+3.0% | Added |
| ICA Group Wealth Management, LLC | 131 | $7.31K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 131 | $7.00K | 0.00% | +131 | New |
| Massmutual Trust Co FSB | 121 | $6.75K | 0.00% | +47+63.5% | Added |
| Red Tortoise LLC | 114 | $6.36K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $4.63K | 0.00% | +19+29.7% | Added |
| Tucker Asset Management LLC | 55 | $3.07K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $3.07K | 0.00% | +12+27.9% | Added |
| Bell Investment Advisors, Inc | 52 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $2.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $2.34K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $1.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $1.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.12K | 0.00% | +6+42.9% | Added |
| Sofos Investments, Inc. | 56 | $949 | 0.00% | +56 | New |
| Allworth Financial LP | 16 | $901 | 0.00% | +4+33.3% | Added |
| SJS Investment Consulting Inc. | 16 | $893 | 0.00% | +2+14.3% | Added |
| Disciplined Investments, LLC | 14 | $781 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $558 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $502 | 0.00% | +9 | New |
| Abound Wealth Management | 7 | $391 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 5 | $279 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $223 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $112 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 1 | $56 | 0.00% | +1 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −141,479−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −137,953−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −52,157−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −45,854−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,246−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −13,139−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −5,772−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |