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, Q3 2023
Institutional positions in Assured Guaranty Ltd as of Sep 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
- 257
- −5 vs. Q2 2023
- Shares held
- 52.0M
- −632.0K (−1.2%) vs. Q2 2023
- Total value
- $3.15B
- +$216.6M (+7.4%) vs. Q2 2023
- New holders
- 25
- 75 more added
- Sold out
- 30
- 110 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $424 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $545 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $558 | 0.00% | +6+150.0% | Added |
| Harbor Investment Advisory, LLC | 10 | $605 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $847 | 0.00% | +14 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | −268−93.7% | Reduced |
| First Horizon Advisors, Inc. | 17 | $1.03K | 0.00% | −11−39.3% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.27K | 0.00% | +5+31.3% | Added |
| Denali Advisors LLC | 27 | $1.63K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 29 | $1.76K | 0.00% | −23−44.2% | Reduced |
| Earnest Partners LLC | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $2.48K | 0.00% | +21+105.0% | Added |
| Farmers & Merchants Investments Inc | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52 | $3.15K | 0.00% | +52 | New |
| Tucker Asset Management LLC | 55 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.83K | 0.00% | +10+18.2% | Added |
| Steward Financial Group LLC | 67 | $4.00K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 67 | $4.05K | 0.00% | +25+59.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $4.30K | 0.00% | +71 | New |
| IFP Advisors, Inc | 82 | $4.96K | 0.00% | −1,323−94.2% | Reduced |
| Lindbrook Capital, LLC | 83 | $5.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $6.11K | 0.00% | −20−16.5% | Reduced |
| Red Tortoise LLC | 114 | $6.90K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 139 | $8.41K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 180 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 182 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 209 | $12.6K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 218 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 261 | $15.0K | 0.00% | +58+28.6% | Added |
| Smithfield Trust Co | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 279 | $16.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 292 | $17.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 296 | $17.9K | 0.02% | +296 | New |
| CWM, LLC | 305 | $18.0K | 0.00% | +8+2.7% | Added |
| Assetmark, Inc | 312 | $18.9K | 0.00% | −93−23.0% | Reduced |
| EverSource Wealth Advisors, LLC | 333 | $20.2K | 0.00% | −84−20.1% | Reduced |
| Allworth Financial LP | 348 | $21.1K | 0.00% | +332+2,075.0% | Added |
| Proequities, Inc. | 594 | $35.9K | 0.00% | −36−5.7% | Reduced |
| State of Wyoming | 619 | $37.5K | 0.01% | −467−43.0% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $40.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 738 | $44.0K | 0.00% | +738 | New |
| M&R Capital Management Inc | 800 | $48.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 802 | $48.5K | 0.02% | −18−2.2% | Reduced |
| Archer Investment Corp | 1,020 | $61.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,126 | $68.1K | 0.00% | +1+0.1% | Added |
| Fifth Third Bancorp | 1,160 | $70.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,217 | $73.7K | 0.02% | +100+9.0% | Added |
| GWM Advisors LLC | 1,225 | $74.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,257 | $76.1K | 0.01% | +69+5.8% | Added |
| KBC Group NV | 1,440 | $87.0K | 0.00% | −3,167−68.7% | Reduced |
| Johnson Financial Group, Inc. | 1,600 | $96.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,715 | $103.8K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,083 | $126.1K | 0.00% | −33,990−94.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,488 | $150.6K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,933 | $174.0K | 0.00% | +2,933 | New |
| Bessemer Group Inc | 2,961 | $179.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,052 | $184.7K | 0.00% | −17−0.6% | Reduced |
| Quadrant Capital Group LLC | 3,177 | $192.3K | 0.02% | +210+7.1% | Added |
| American International Group, Inc. | 3,234 | $195.7K | 0.00% | −569−15.0% | Reduced |
| Commerce Bank | 3,364 | $203.6K | 0.00% | +3,364 | New |
| Oppenheimer Asset Management Inc. | 3,387 | $205.0K | 0.00% | −310−8.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,482 | $210.7K | 0.00% | +3,482 | New |
| CIBC Asset Management Inc | 3,590 | $217.3K | 0.00% | −285−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,715 | $224.8K | 0.00% | +3,715 | New |
| Shelton Capital Management | 3,717 | $225.0K | 0.01% | −549−12.9% | Reduced |
| Verition Fund Management LLC | 3,771 | $228.2K | 0.00% | −4,500−54.4% | Reduced |
| Ethic Inc. | 3,772 | $228.3K | 0.01% | +3,772 | New |
| Pathstone Family Office, LLC | 3,835 | $232.1K | 0.00% | +3,835 | New |
| Panagora Asset Management Inc | 3,900 | $236.0K | 0.00% | −39−1.0% | Reduced |
| XTX Topco Ltd | 3,957 | $239.5K | 0.04% | −3,505−47.0% | Reduced |
| Evergreen Capital Management LLC | 3,964 | $239.9K | 0.01% | +198+5.3% | Added |
| Crossmark Global Holdings, Inc. | 4,541 | $274.0K | 0.01% | −523−10.3% | Reduced |
| Raymond James Trust N.A. | 4,545 | $275.1K | 0.01% | +371+8.9% | Added |
| Lazard Asset Management LLC | 4,672 | $282.0K | 0.00% | +3,305+241.8% | Added |
| Quantinno Capital Management LP | 4,923 | $298.0K | 0.01% | +534+12.2% | Added |
| ARGA Investment Management, LP | 5,087 | $307.9K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,219 | $315.9K | 0.00% | +204+4.1% | Added |
| Capital Advisors, Ltd. LLC | 5,262 | $318.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,387 | $327.0K | 0.00% | +5,387 | New |
| Front Row Advisors LLC | 5,416 | $327.8K | 0.15% | −11,754−68.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,529 | $334.6K | 0.00% | +872+18.7% | Added |
| Peapack Gladstone Financial Corp | 5,690 | $344.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,849 | $354.0K | 0.00% | −332−5.4% | Reduced |
| Cresset Asset Management, LLC | 5,862 | $354.7K | 0.00% | +556+10.5% | Added |
| Veriti Management LLC | 5,904 | $357.3K | 0.04% | −65−1.1% | Reduced |
| Mariner, LLC | 6,023 | $364.5K | 0.00% | −30.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,042 | $365.7K | 0.01% | +3,258+117.0% | Added |
| State of Wisconsin Investment Board | 6,365 | $385.2K | 0.00% | +1,911+42.9% | Added |
| Nisa Investment Advisors, LLC | 6,540 | $395.8K | 0.00% | +40+0.6% | Added |
| Advisor Partners II, LLC | 6,598 | $399.3K | 0.02% | −236−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,633 | $401.4K | 0.00% | −99−1.5% | Reduced |
| Point72 Asset Management, L.P. | 6,918 | $418.7K | 0.00% | +5,212+305.5% | Added |
| Cetera Advisor Networks LLC | 6,949 | $420.6K | 0.00% | +2,377+52.0% | Added |