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 2024
Institutional positions in Assured Guaranty Ltd as of Mar 31, 2024. 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
- 332
- +51 vs. Q4 2023
- Shares held
- 50.2M
- +4.21M (+9.2%) vs. Q4 2023
- Total value
- $4.37B
- +$932.1M (+27.1%) vs. Q4 2023
- New holders
- 81
- 93 more added
- Sold out
- 30
- 115 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 2 | $175 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $175 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 4 | $349 | 0.00% | −6−60.0% | Reduced |
| Abound Wealth Management | 6 | $524 | 0.00% | +6 | New |
| Sachetta, LLC | 9 | $674 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $698 | 0.00% | +8 | New |
| Horizon Investments, LLC | 11 | $956 | 0.00% | +11 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $1.22K | 0.00% | +14 | New |
| Sofos Investments, Inc. | 17 | $1.44K | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $2.09K | 0.00% | +24 | New |
| Albion Financial Group | 24 | $2.09K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 29 | $2.53K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 34 | $2.97K | 0.00% | +7+25.9% | Added |
| Farmers & Merchants Investments Inc | 38 | $3.32K | 0.00% | −7−15.6% | Reduced |
| Mather Group, LLC. | 47 | $3.52K | 0.00% | +47 | New |
| Private Wealth Management Group, LLC | 44 | $3.84K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 45 | $3.93K | 0.00% | +45 | New |
| Westend Capital Management, LLC | 47 | $4.10K | 0.00% | +47 | New |
| Central Trust Co | 49 | $4.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 55 | $4.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $5.41K | 0.00% | −3−4.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 70 | $6.11K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 71 | $6.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $6.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 82 | $7.16K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 86 | $7.50K | 0.00% | +3+3.6% | Added |
| Clearstead Advisors, LLC | 96 | $7.52K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 89 | $7.77K | 0.00% | +58+187.1% | Added |
| CIBC Private Wealth Group, LLC | 99 | $8.47K | 0.00% | +99 | New |
| Principal Securities, Inc. | 113 | $9.86K | 0.00% | −590−83.9% | Reduced |
| Red Tortoise LLC | 114 | $9.95K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 125 | $10.9K | 0.00% | +125 | New |
| Massmutual Trust Co FSB | 126 | $11.0K | 0.00% | +6+5.0% | Added |
| Smartleaf Asset Management LLC | 129 | $11.3K | 0.00% | +129 | New |
| ICA Group Wealth Management, LLC | 131 | $11.4K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 131 | $11.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $12.0K | 0.01% | +115+605.3% | Added |
| Farther Finance Advisors, LLC | 145 | $12.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 143 | $12.5K | 0.00% | −39−21.4% | Reduced |
| Headlands Technologies LLC | 179 | $15.6K | 0.00% | +179 | New |
| DT Investment Partners, LLC | 180 | $15.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 184 | $16.1K | 0.00% | −4,447−96.0% | Reduced |
| SYSTM Wealth Solutions LLC | 191 | $16.7K | 0.00% | −17−8.2% | Reduced |
| Naples Money Management LLC | 200 | $17.4K | 0.02% | +30+17.6% | Added |
| Peregrine Capital Management LLC | 218 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 220 | $19.2K | 0.00% | +8+3.8% | Added |
| Ronald Blue Trust, Inc. | 222 | $19.4K | 0.00% | −12−5.1% | Reduced |
| Signaturefd, LLC | 222 | $19.4K | 0.00% | +64+40.5% | Added |
| Huntington National Bank | 242 | $21.1K | 0.00% | +214+764.3% | Added |
| EntryPoint Capital, LLC | 256 | $22.3K | 0.02% | −1,423−84.8% | Reduced |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 282 | $24.6K | 0.00% | +3+1.1% | Added |
| EverSource Wealth Advisors, LLC | 322 | $24.7K | 0.00% | −19−5.6% | Reduced |
| LGT Financial Advisors LLC | 296 | $25.8K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 300 | $26.2K | 0.00% | −10−3.2% | Reduced |
| CWM, LLC | 309 | $27.0K | 0.00% | +54+21.2% | Added |
| Northwestern Mutual Wealth Management Co | 340 | $29.7K | 0.00% | +33+10.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $32.7K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 398 | $34.7K | 0.03% | +398 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 430 | $37.5K | 0.00% | +430 | New |
| Nomura Asset Management Co Ltd | 470 | $41.0K | 0.00% | −200−29.9% | Reduced |
| Allworth Financial LP | 498 | $43.5K | 0.00% | +32+6.9% | Added |
| Proequities, Inc. | 615 | $53.7K | 0.00% | +72+13.3% | Added |
| Versant Capital Management, Inc | 677 | $59.1K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 800 | $69.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 837 | $73.0K | 0.01% | −296−26.1% | Reduced |
| Fifth Third Bancorp | 878 | $76.6K | 0.00% | +7+0.8% | Added |
| GAMMA Investing LLC | 1,017 | $88.7K | 0.02% | +199+24.3% | Added |
| MetLife Investment Management | 1,069 | $93.3K | 0.00% | −23−2.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,137 | $99.0K | 0.01% | +1,137 | New |
| Quent Capital, LLC | 1,143 | $99.8K | 0.01% | −52−4.4% | Reduced |
| KBC Group NV | 1,232 | $107.0K | 0.00% | −208−14.4% | Reduced |
| Evergreen Private Wealth LLC | 1,372 | $119.7K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,407 | $122.8K | 0.02% | +219+18.4% | Added |
| Johnson Financial Group, Inc. | 1,600 | $139.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,715 | $149.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,827 | $159.4K | 0.07% | +1,827 | New |
| HM Payson & Co | 2,000 | $174.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $174.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,086 | $182.0K | 0.03% | +2,086 | New |
| GWM Advisors LLC | 2,118 | $184.8K | 0.00% | +748+54.6% | Added |
| Old National Bancorp | 2,430 | $212.0K | 0.01% | +2,430 | New |
| Forum Financial Management, LP | 2,464 | $215.0K | 0.00% | +2,464 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $217.1K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,521 | $218.0K | 0.00% | +2,521 | New |
| Mercer Global Advisors Inc | 2,541 | $222.0K | 0.00% | −498−16.4% | Reduced |
| Two Sigma Securities, LLC | 2,568 | $224.1K | 0.01% | +2,568 | New |
| Precision Wealth Strategies, LLC | 2,674 | $233.3K | 0.22% | +2,674 | New |
| Sage Rhino Capital LLC | 2,760 | $240.8K | 0.06% | −61−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,790 | $243.4K | 0.00% | −356−11.3% | Reduced |
| Xponance, Inc. | 2,816 | $245.7K | 0.00% | +2,816 | New |
| DekaBank Deutsche Girozentrale | 2,933 | $246.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,969 | $259.0K | 0.00% | −394−11.7% | Reduced |
| American International Group, Inc. | 2,973 | $259.4K | 0.00% | −41−1.4% | Reduced |