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 2024
Institutional positions in Assured Guaranty Ltd as of Sep 30, 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
- 322
- 0 vs. Q2 2024
- Shares held
- 46.6M
- +5.07M (+12.2%) vs. Q2 2024
- Total value
- $3.72B
- +$509.5M (+15.9%) vs. Q2 2024
- New holders
- 48
- 93 more added
- Sold out
- 48
- 122 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $80 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 4 | $319 | 0.00% | +4 | New |
| Sachetta, LLC | 9 | $716 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $795 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.11K | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.35K | 0.00% | +1+6.3% | Added |
| Clean Yield Group | 17 | $1.35K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 21 | $1.67K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $1.99K | 0.00% | +20+400.0% | Added |
| CVA Family Office, LLC | 27 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.31K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 33 | $2.62K | 0.00% | −49−59.8% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $3.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43 | $3.42K | 0.00% | +43 | New |
| Westend Capital Management, LLC | 47 | $3.74K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 46 | $3.94K | 0.00% | +46 | New |
| Tucker Asset Management LLC | 55 | $4.37K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 59 | $4.69K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 61 | $4.85K | 0.00% | +12+24.5% | Added |
| Global Retirement Partners, LLC | 62 | $4.93K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 70 | $5.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $5.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $5.80K | 0.00% | +2+2.8% | Added |
| Private Wealth Management Group, LLC | 74 | $5.88K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 78 | $6.20K | 0.00% | +78 | New |
| Jones Financial Companies LLLP | 79 | $6.28K | 0.00% | +23+41.1% | Added |
| Lindbrook Capital, LLC | 83 | $6.60K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 90 | $7.16K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 91 | $7.24K | 0.00% | +91 | New |
| Clearstead Advisors, LLC | 96 | $7.63K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 106 | $8.43K | 0.00% | +106 | New |
| Principal Securities, Inc. | 111 | $8.83K | 0.00% | −23−17.2% | Reduced |
| Private Trust Co NA | 113 | $8.99K | 0.00% | −22−16.3% | Reduced |
| Red Tortoise LLC | 114 | $9.06K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 124 | $9.86K | 0.00% | +73+143.1% | Added |
| Steward Partners Investment Advisory, LLC | 125 | $9.94K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 131 | $10.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $11.6K | 0.00% | +146 | New |
| Signaturefd, LLC | 156 | $12.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 156 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 182 | $14.5K | 0.00% | +6+3.4% | Added |
| Bryn Mawr Trust Co | 189 | $15.0K | 0.00% | +189 | New |
| Naples Money Management LLC | 200 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 211 | $16.7K | 0.00% | +104+97.2% | Added |
| Peregrine Capital Management LLC | 218 | $17.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $18.1K | 0.00% | +61+36.7% | Added |
| State of Wyoming | 229 | $18.2K | 0.00% | −1,025−81.7% | Reduced |
| Skopos Labs, Inc. | 239 | $19.0K | 0.01% | +239 | New |
| Smithfield Trust Co | 260 | $21.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 290 | $23.1K | 0.00% | +290 | New |
| Northwestern Mutual Wealth Management Co | 292 | $23.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 296 | $23.5K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 299 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 296 | $24.0K | 0.01% | +296 | New |
| EverSource Wealth Advisors, LLC | 322 | $25.6K | 0.00% | −6−1.8% | Reduced |
| Venturi Wealth Management, LLC | 341 | $27.1K | 0.00% | −31−8.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $29.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 392 | $31.0K | 0.02% | −391−49.9% | Reduced |
| Gladius Capital Management LP | 390 | $31.0K | 0.02% | +390 | New |
| Nomura Asset Management Co Ltd | 470 | $37.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 479 | $38.1K | 0.01% | +479 | New |
| Assetmark, Inc | 493 | $39.2K | 0.00% | +197+66.6% | Added |
| Smartleaf Asset Management LLC | 494 | $39.3K | 0.00% | +1+0.2% | Added |
| Allworth Financial LP | 504 | $40.1K | 0.00% | −36−6.7% | Reduced |
| Proequities, Inc. | 582 | $46.3K | 0.00% | −33−5.4% | Reduced |
| Farther Finance Advisors, LLC | 596 | $47.4K | 0.00% | +386+183.8% | Added |
| Ronald Blue Trust, Inc. | 637 | $49.1K | 0.00% | +388+155.8% | Added |
| Capital Performance Advisors LLP | 750 | $59.6K | 0.02% | +750 | New |
| M&R Capital Management Inc | 800 | $63.6K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 910 | $72.4K | 0.00% | −39−4.1% | Reduced |
| Fifth Third Bancorp | 925 | $73.6K | 0.00% | +31+3.5% | Added |
| Versant Capital Management, Inc | 1,045 | $83.1K | 0.02% | −9−0.9% | Reduced |
| Quent Capital, LLC | 1,066 | $84.8K | 0.01% | −79−6.9% | Reduced |
| Danske Bank A/S | 1,200 | $95.4K | 0.00% | +800+200.0% | Added |
| Evergreen Private Wealth LLC | 1,372 | $109.1K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,517 | $120.6K | 0.02% | +69+4.8% | Added |
| KBC Group NV | 1,558 | $124.0K | 0.00% | +326+26.5% | Added |
| Johnson Financial Group, Inc. | 1,600 | $127.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,689 | $134.3K | 0.00% | +1,012+149.5% | Added |
| Key Financial Inc | 1,715 | $136.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $143.1K | 0.03% | −600−25.0% | Reduced |
| GAMMA Investing LLC | 1,909 | $151.8K | 0.02% | +745+64.0% | Added |
| Oakworth Capital, Inc. | 2,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,027 | $161.2K | 0.00% | +27+1.4% | Added |
| Corebridge Financial, Inc. | 2,330 | $185.3K | 0.00% | −252−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,344 | $186.4K | 0.00% | −9,730−80.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,488 | $197.8K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 2,526 | $200.9K | 0.00% | −650−20.5% | Reduced |
| Mercer Global Advisors Inc | 2,563 | $202.4K | 0.00% | +2,563 | New |
| Prudential Financial Inc | 2,565 | $204.0K | 0.00% | −3,485−57.6% | Reduced |
| TD Asset Management Inc | 2,600 | $206.7K | 0.00% | −2,300−46.9% | Reduced |
| Oppenheimer & Co Inc | 2,648 | $210.6K | 0.00% | +2,648 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,756 | $219.2K | 0.00% | +2,756 | New |
| Utah Retirement Systems | 2,800 | $222.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,933 | $223.0K | 0.00% | −1,764−37.6% | Reduced |
| Virtu Financial LLC | 2,820 | $224.0K | 0.01% | +2,820 | New |