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 2025
Institutional positions in Assured Guaranty Ltd as of Mar 31, 2025. 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
- 331
- +12 vs. Q4 2024
- Shares held
- 49.2M
- +2.50M (+5.4%) vs. Q4 2024
- Total value
- $4.12B
- −$80.3M (−1.9%) vs. Q4 2024
- New holders
- 47
- 97 more added
- Sold out
- 35
- 120 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| TFC Financial Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $176 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $177 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $265 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $387 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $440 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $529 | 0.00% | +6 | New |
| Sachetta, LLC | 9 | $793 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $881 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $1.15K | 0.00% | +8+160.0% | Added |
| Harbour Investments, Inc. | 15 | $1.32K | 0.00% | +15 | New |
| Colonial Trust Co | 16 | $1.41K | 0.00% | −225−93.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $1.76K | 0.00% | +1+5.3% | Added |
| Garde Capital, Inc. | 20 | $1.76K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.94K | 0.00% | +22 | New |
| High Note Wealth, LLC | 24 | $2.11K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $2.47K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 30 | $2.64K | 0.00% | −5−14.3% | Reduced |
| Larson Financial Group LLC | 30 | $2.64K | 0.00% | +5+20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 33 | $2.91K | 0.00% | +14+73.7% | Added |
| Grove Bank & Trust | 37 | $3.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $3.92K | 0.00% | +46 | New |
| Gen-Wealth Partners Inc | 46 | $4.05K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $4.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 54 | $4.79K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $5.11K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 61 | $5.38K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $6.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $6.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $6.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 76 | $6.70K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 97 | $7.40K | 0.00% | +13+15.5% | Added |
| Lindbrook Capital, LLC | 93 | $8.19K | 0.00% | +8+9.4% | Added |
| Clearstead Advisors, LLC | 96 | $8.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 98 | $8.63K | 0.01% | +45+84.9% | Added |
| Geneos Wealth Management Inc. | 101 | $8.90K | 0.00% | +10+11.0% | Added |
| Boston Private Wealth LLC | 105 | $9.25K | 0.00% | +105 | New |
| Principal Securities, Inc. | 104 | $9.36K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 114 | $10.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 131 | $11.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 136 | $12.0K | 0.00% | +23+20.4% | Added |
| IFP Advisors, Inc | 152 | $13.4K | 0.00% | +51+50.5% | Added |
| DT Investment Partners, LLC | 156 | $13.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 169 | $14.9K | 0.00% | +1+0.6% | Added |
| Umb Bank N A | 177 | $15.6K | 0.00% | +58+48.7% | Added |
| Skopos Labs, Inc. | 189 | $16.7K | 0.00% | −114−37.6% | Reduced |
| Bryn Mawr Trust Co | 189 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 202 | $17.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 218 | $19.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 224 | $19.7K | 0.00% | −140−38.5% | Reduced |
| Hexagon Capital Partners LLC | 226 | $19.9K | 0.00% | +29+14.7% | Added |
| Northwestern Mutual Wealth Management Co | 252 | $22.2K | 0.00% | −40−13.7% | Reduced |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 273 | $24.1K | 0.00% | +127+87.0% | Added |
| V-Square Quantitative Management LLC | 290 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 328 | $28.0K | 0.00% | +8+2.5% | Added |
| Massmutual Trust Co FSB | 333 | $29.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 373 | $32.9K | 0.00% | +373 | New |
| EverSource Wealth Advisors, LLC | 435 | $38.3K | 0.00% | −36−7.6% | Reduced |
| Nomura Asset Management Co Ltd | 470 | $41.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 542 | $47.8K | 0.02% | +13+2.5% | Added |
| Covestor Ltd | 539 | $48.0K | 0.03% | −277−33.9% | Reduced |
| Ronald Blue Trust, Inc. | 583 | $51.4K | 0.00% | +99+20.5% | Added |
| Assetmark, Inc | 655 | $57.7K | 0.00% | +89+15.7% | Added |
| Allworth Financial LP | 717 | $62.1K | 0.00% | +155+27.6% | Added |
| MAI Capital Management | 787 | $69.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 873 | $76.9K | 0.00% | −9−1.0% | Reduced |
| Fifth Third Bancorp | 939 | $82.7K | 0.00% | +79+9.2% | Added |
| Quent Capital, LLC | 1,021 | $89.9K | 0.01% | −45−4.2% | Reduced |
| Headlands Technologies LLC | 1,185 | $104.4K | 0.01% | +1,185 | New |
| Evergreen Private Wealth LLC | 1,372 | $120.9K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,454 | $126.8K | 0.01% | −70−4.6% | Reduced |
| State of Wyoming | 1,517 | $133.6K | 0.02% | +1,295+583.3% | Added |
| Farther Finance Advisors, LLC | 1,544 | $136.0K | 0.00% | +1,308+554.2% | Added |
| Advisor Group Holdings, Inc. | 1,562 | $137.6K | 0.00% | −175−10.1% | Reduced |
| Johnson Financial Group, Inc. | 1,600 | $141.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,676 | $147.7K | 0.00% | −3,743−69.1% | Reduced |
| Key Financial Inc | 1,715 | $151.1K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,729 | $152.3K | 0.01% | +59+3.5% | Added |
| Corebridge Financial, Inc. | 1,871 | $164.8K | 0.00% | −165−8.1% | Reduced |
| SG Americas Securities, LLC | 1,920 | $169.0K | 0.00% | +1,920 | New |
| Jones Financial Companies LLLP | 2,031 | $177.2K | 0.00% | +534+35.7% | Added |
| HM Payson & Co | 2,027 | $178.6K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,074 | $182.7K | 0.09% | +2,020+3,740.7% | Added |
| Parkside Financial Bank & Trust | 2,155 | $189.9K | 0.02% | +262+13.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,265 | $199.5K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,301 | $202.7K | 0.01% | +2,301 | New |
| EntryPoint Capital, LLC | 2,324 | $204.7K | 0.09% | +2,324 | New |