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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 4,526 | $394.9K | 0.01% | +4,526 | New |
| Neuberger Berman Group LLC | 4,499 | $392.5K | 0.00% | −862−16.1% | Reduced |
| Evergreen Capital Management LLC | 4,482 | $391.1K | 0.01% | +189+4.4% | Added |
| Cetera Investment Advisers | 4,434 | $386.9K | 0.00% | +4,434 | New |
| Crossmark Global Holdings, Inc. | 4,359 | $380.0K | 0.01% | +45+1.0% | Added |
| Panagora Asset Management Inc | 4,238 | $369.8K | 0.00% | −188−4.2% | Reduced |
| Pearl River Capital, LLC | 4,173 | $364.1K | 0.06% | +4,173 | New |
| Petrus Trust Company, LTA | 4,147 | $361.8K | 0.03% | +4,147 | New |
| Raymond James Trust N.A. | 4,060 | $354.2K | 0.01% | −588−12.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,000 | $349.0K | 0.00% | +4,000 | New |
| Truist Financial Corp | 3,992 | $348.3K | 0.00% | −1,729−30.2% | Reduced |
| New York Life Investment Management LLC | 3,971 | $346.5K | 0.00% | +3,971 | New |
| Oxford Asset Management LLP | 3,918 | $341.8K | 0.37% | +3,918 | New |
| USA Financial Portformulas Corp | 3,854 | $336.3K | 0.05% | +3,854 | New |
| Coldstream Capital Management Inc | 3,684 | $321.4K | 0.01% | +868+30.8% | Added |
| US Bancorp | 3,613 | $315.2K | 0.00% | +176+5.1% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $314.1K | 0.09% | +3,600 | New |
| Quadrant Capital Group LLC | 3,450 | $301.0K | 0.02% | +186+5.7% | Added |
| Shelton Capital Management | 3,396 | $296.3K | 0.01% | −135−3.8% | Reduced |
| CIBC Asset Management Inc | 3,198 | $279.0K | 0.00% | −24−0.7% | Reduced |
| Commerce Bank | 3,176 | $277.1K | 0.00% | +12+0.4% | Added |
| Brevan Howard Capital Management LP | 3,165 | $276.1K | 0.03% | −2,005−38.8% | Reduced |
| Trust Point Inc. | 3,163 | $276.0K | 0.02% | +3,163 | New |
| Procyon Private Wealth Partners, LLC | 3,148 | $274.7K | 0.02% | −14−0.4% | Reduced |
| Sigma Planning Corp | 3,106 | $271.1K | 0.01% | +3,106 | New |
| Utah Retirement Systems | 3,100 | $270.5K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,096 | $270.1K | 0.01% | −3,284−51.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,065 | $267.4K | 0.00% | −2,978−49.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,065 | $267.4K | 0.09% | +3,065 | New |
| Eqis Capital Management, Inc. | 3,030 | $264.3K | 0.02% | −348−10.3% | Reduced |
| Bessemer Group Inc | 3,009 | $262.0K | 0.00% | +48+1.6% | Added |
| MQS Management LLC | 2,979 | $259.9K | 0.15% | +2,979 | New |
| American International Group, Inc. | 2,973 | $259.4K | 0.00% | −41−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 2,969 | $259.0K | 0.00% | −394−11.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,933 | $246.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,816 | $245.7K | 0.00% | +2,816 | New |
| Raymond James Financial Services Advisors, Inc. | 2,790 | $243.4K | 0.00% | −356−11.3% | Reduced |
| Sage Rhino Capital LLC | 2,760 | $240.8K | 0.06% | −61−2.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,674 | $233.3K | 0.22% | +2,674 | New |
| Two Sigma Securities, LLC | 2,568 | $224.1K | 0.01% | +2,568 | New |
| Mercer Global Advisors Inc | 2,541 | $222.0K | 0.00% | −498−16.4% | Reduced |
| Acadian Asset Management LLC | 2,521 | $218.0K | 0.00% | +2,521 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $217.1K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,464 | $215.0K | 0.00% | +2,464 | New |
| Old National Bancorp | 2,430 | $212.0K | 0.01% | +2,430 | New |
| GWM Advisors LLC | 2,118 | $184.8K | 0.00% | +748+54.6% | Added |
| Atlas Capital Advisors LLC | 2,086 | $182.0K | 0.03% | +2,086 | 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 |
| Quarry LP | 1,827 | $159.4K | 0.07% | +1,827 | New |
| Key Financial Inc | 1,715 | $149.6K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,600 | $139.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,407 | $122.8K | 0.02% | +219+18.4% | Added |
| Evergreen Private Wealth LLC | 1,372 | $119.7K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 1,232 | $107.0K | 0.00% | −208−14.4% | Reduced |
| Quent Capital, LLC | 1,143 | $99.8K | 0.01% | −52−4.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,137 | $99.0K | 0.01% | +1,137 | New |
| MetLife Investment Management | 1,069 | $93.3K | 0.00% | −23−2.1% | Reduced |
| GAMMA Investing LLC | 1,017 | $88.7K | 0.02% | +199+24.3% | Added |
| Fifth Third Bancorp | 878 | $76.6K | 0.00% | +7+0.8% | Added |
| State of Wyoming | 837 | $73.0K | 0.01% | −296−26.1% | Reduced |
| M&R Capital Management Inc | 800 | $69.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 677 | $59.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 615 | $53.7K | 0.00% | +72+13.3% | Added |
| Allworth Financial LP | 498 | $43.5K | 0.00% | +32+6.9% | Added |
| Nomura Asset Management Co Ltd | 470 | $41.0K | 0.00% | −200−29.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 430 | $37.5K | 0.00% | +430 | New |
| New Covenant Trust Company, N.A. | 398 | $34.7K | 0.03% | +398 | New |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $32.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 340 | $29.7K | 0.00% | +33+10.7% | Added |
| CWM, LLC | 309 | $27.0K | 0.00% | +54+21.2% | Added |
| Assetmark, Inc | 300 | $26.2K | 0.00% | −10−3.2% | Reduced |
| LGT Financial Advisors LLC | 296 | $25.8K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 322 | $24.7K | 0.00% | −19−5.6% | Reduced |
| Parallel Advisors, LLC | 282 | $24.6K | 0.00% | +3+1.1% | Added |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 256 | $22.3K | 0.02% | −1,423−84.8% | Reduced |
| Huntington National Bank | 242 | $21.1K | 0.00% | +214+764.3% | 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 |
| Hexagon Capital Partners LLC | 220 | $19.2K | 0.00% | +8+3.8% | Added |
| Peregrine Capital Management LLC | 218 | $19.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $17.4K | 0.02% | +30+17.6% | Added |
| SYSTM Wealth Solutions LLC | 191 | $16.7K | 0.00% | −17−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 184 | $16.1K | 0.00% | −4,447−96.0% | Reduced |
| DT Investment Partners, LLC | 180 | $15.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 179 | $15.6K | 0.00% | +179 | New |
| Private Trust Co NA | 143 | $12.5K | 0.00% | −39−21.4% | Reduced |
| Farther Finance Advisors, LLC | 145 | $12.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $12.0K | 0.01% | +115+605.3% | Added |
| 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 |
| Smartleaf Asset Management LLC | 129 | $11.3K | 0.00% | +129 | New |
| Massmutual Trust Co FSB | 126 | $11.0K | 0.00% | +6+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 125 | $10.9K | 0.00% | +125 | New |
| Red Tortoise LLC | 114 | $9.95K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 113 | $9.86K | 0.00% | −590−83.9% | Reduced |
| CIBC Private Wealth Group, LLC | 99 | $8.47K | 0.00% | +99 | New |
| Venturi Wealth Management, LLC | 89 | $7.77K | 0.00% | +58+187.1% | Added |
| Clearstead Advisors, LLC | 96 | $7.52K | 0.00% | 00.0% | Unchanged |