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, Q4 2024
Institutional positions in Assured Guaranty Ltd as of Dec 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
- 322
- +6 vs. Q3 2024
- Shares held
- 46.8M
- +479.4K (+1.0%) vs. Q3 2024
- Total value
- $4.21B
- +$519.8M (+14.1%) vs. Q3 2024
- New holders
- 41
- 106 more added
- Sold out
- 35
- 117 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $270 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $271 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 5 | $450 | 0.00% | +5 | New |
| Sachetta, LLC | 9 | $811 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $900 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 19 | $1.71K | 0.00% | −17,014−99.9% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $1.71K | 0.00% | +5+35.7% | Added |
| SJS Investment Consulting Inc. | 21 | $1.89K | 0.00% | −3−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.16K | 0.00% | +24 | New |
| Albion Financial Group | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $3.15K | 0.00% | −3−7.9% | Reduced |
| Grove Bank & Trust | 37 | $3.33K | 0.00% | +37 | New |
| Brown Brothers Harriman & Co | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $3.96K | 0.00% | +15+51.7% | Added |
| Gen-Wealth Partners Inc | 46 | $4.14K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $4.23K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 53 | $4.77K | 0.00% | +53 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 54 | $4.86K | 0.00% | +54 | New |
| Spire Wealth Management | 54 | $4.88K | 0.00% | +54 | New |
| Tucker Asset Management LLC | 55 | $4.95K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $5.22K | 0.00% | −1−1.7% | Reduced |
| Central Trust Co | 61 | $5.49K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $6.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $6.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $6.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 76 | $6.84K | 0.01% | +76 | New |
| Whipplewood Advisors, LLC | 84 | $7.56K | 0.00% | +84 | New |
| Lindbrook Capital, LLC | 85 | $7.65K | 0.00% | +2+2.4% | Added |
| Princeton Global Asset Management LLC | 90 | $8.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 91 | $8.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $8.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $9.09K | 0.00% | +68+206.1% | Added |
| Principal Securities, Inc. | 104 | $9.36K | 0.00% | −7−6.3% | Reduced |
| Private Trust Co NA | 113 | $10.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 114 | $10.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $10.7K | 0.00% | −5−4.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 131 | $11.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $13.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $14.0K | 0.00% | +31+24.8% | Added |
| Signaturefd, LLC | 168 | $15.1K | 0.00% | +12+7.7% | Added |
| Aquatic Capital Management LLC | 172 | $15.5K | 0.00% | +172 | New |
| Bryn Mawr Trust Co | 189 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 197 | $17.7K | 0.00% | +15+8.2% | Added |
| Mather Group, LLC. | 202 | $18.1K | 0.00% | −9−4.3% | Reduced |
| Bayforest Capital Ltd | 210 | $18.9K | 0.02% | +210 | New |
| Peregrine Capital Management LLC | 218 | $19.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 222 | $20.0K | 0.00% | −7−3.1% | Reduced |
| Elequin Capital LP | 224 | $20.2K | 0.00% | +224 | New |
| Farther Finance Advisors, LLC | 236 | $21.2K | 0.00% | −360−60.4% | Reduced |
| Colonial Trust Co | 241 | $21.7K | 0.00% | +241 | New |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 290 | $26.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 292 | $26.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 296 | $26.6K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 303 | $27.3K | 0.01% | +64+26.8% | Added |
| Hemington Wealth Management | 320 | $28.0K | 0.01% | +24+8.1% | Added |
| Massmutual Trust Co FSB | 333 | $30.0K | 0.00% | +106+46.7% | Added |
| Parallel Advisors, LLC | 364 | $32.8K | 0.00% | +65+21.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $33.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $42.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 471 | $42.4K | 0.00% | +149+46.3% | Added |
| Ronald Blue Trust, Inc. | 484 | $43.6K | 0.00% | −153−24.0% | Reduced |
| Proequities, Inc. | 509 | $47.0K | 0.00% | −73−12.5% | Reduced |
| True Wealth Design, LLC | 529 | $47.6K | 0.02% | +50+10.4% | Added |
| Assetmark, Inc | 566 | $50.9K | 0.00% | +73+14.8% | Added |
| Allworth Financial LP | 562 | $51.8K | 0.00% | +58+11.5% | Added |
| Venturi Wealth Management, LLC | 684 | $61.6K | 0.00% | +343+100.6% | Added |
| MAI Capital Management | 787 | $70.8K | 0.00% | +787 | New |
| Covestor Ltd | 816 | $73.0K | 0.05% | +424+108.2% | Added |
| Fifth Third Bancorp | 860 | $77.4K | 0.00% | −65−7.0% | Reduced |
| MetLife Investment Management | 882 | $79.4K | 0.00% | −28−3.1% | Reduced |
| Point72 (DIFC) Ltd | 943 | $84.8K | 0.01% | −8,627−90.1% | Reduced |
| Quent Capital, LLC | 1,066 | $96.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,143 | $102.9K | 0.02% | +98+9.4% | Added |
| Evergreen Private Wealth LLC | 1,372 | $123.5K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,497 | $134.7K | 0.00% | +1,418+1,794.9% | Added |
| Smartleaf Asset Management LLC | 1,524 | $136.2K | 0.01% | +1,030+208.5% | Added |
| New Age Alpha Advisors, LLC | 1,670 | $150.3K | 0.01% | +1,670 | New |
| Johnson Financial Group, Inc. | 1,600 | $151.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,715 | $154.4K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,737 | $156.3K | 0.00% | +48+2.8% | Added |
| Parkside Financial Bank & Trust | 1,893 | $170.4K | 0.02% | +376+24.8% | Added |
| KBC Group NV | 2,003 | $180.0K | 0.00% | +445+28.6% | Added |
| Oakworth Capital, Inc. | 2,000 | $180.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,027 | $182.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 2,036 | $183.3K | 0.00% | −294−12.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,265 | $203.9K | 0.00% | −16,683−88.0% | Reduced |
| Trust Point Inc. | 2,359 | $212.3K | 0.01% | +2,359 | New |
| O'Shaughnessy Asset Management, LLC | 2,379 | $214.1K | 0.00% | +2,379 | New |
| Stratos Wealth Partners, LTD. | 2,442 | $219.8K | 0.00% | +2,442 | New |
| SOA Wealth Advisors, LLC. | 2,488 | $223.9K | 0.04% | 00.0% | Unchanged |