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, Q2 2025
Institutional positions in Assured Guaranty Ltd as of Jun 30, 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
- 350
- +22 vs. Q1 2025
- Shares held
- 44.6M
- −4.62M (−9.4%) vs. Q1 2025
- Total value
- $3.88B
- −$242.5M (−5.9%) vs. Q1 2025
- New holders
- 52
- 107 more added
- Sold out
- 30
- 127 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Assured Guaranty Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $87 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $261 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 3 | $262 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $349 | 0.00% | −2−33.3% | Reduced |
| CoreCap Advisors, LLC | 5 | $436 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $436 | 0.00% | +3+150.0% | Added |
| Cromwell Holdings LLC | 7 | $610 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $610 | 0.00% | +7 | New |
| Sachetta, LLC | 9 | $784 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $871 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $958 | 0.00% | −87−88.8% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.05K | 0.00% | −9−42.9% | Reduced |
| UMA Financial Services, Inc. | 12 | $1.05K | 0.00% | +12 | New |
| Harbour Investments, Inc. | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.27K | 0.00% | +26 | New |
| CVA Family Office, LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $2.61K | 0.00% | +30 | New |
| Grove Bank & Trust | 37 | $3.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $3.83K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $4.09K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 52 | $4.53K | 0.00% | −28,918−99.8% | Reduced |
| Cornerstone Planning Group LLC | 53 | $4.55K | 0.00% | +7+15.2% | Added |
| Hantz Financial Services, Inc. | 62 | $5.00K | 0.00% | +57+1,140.0% | Added |
| GWM Advisors LLC | 58 | $5.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 61 | $5.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $5.40K | 0.00% | +62 | New |
| Cary Street Partner Investment Advisory LLC | 67 | $5.84K | 0.00% | +34+103.0% | Added |
| Bare Financial Services, Inc | 69 | $6.01K | 0.00% | +47+213.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $6.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 72 | $6.31K | 0.00% | +18+33.3% | Added |
| JFS Wealth Advisors, LLC | 73 | $6.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $6.45K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 76 | $6.62K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 84 | $7.32K | 0.00% | −13−13.4% | Reduced |
| Geneos Wealth Management Inc. | 102 | $8.88K | 0.00% | +1+1.0% | Added |
| Red Tortoise LLC | 114 | $9.93K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 131 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 136 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $12.0K | 0.01% | −405−75.1% | Reduced |
| DT Investment Partners, LLC | 156 | $13.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 161 | $14.0K | 0.00% | +5+3.2% | Added |
| Principal Securities, Inc. | 178 | $15.5K | 0.00% | +74+71.2% | Added |
| Umb Bank N A | 182 | $15.9K | 0.00% | +5+2.8% | Added |
| Bryn Mawr Trust Co | 189 | $16.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 217 | $17.8K | 0.01% | +217 | New |
| Whittier Trust Co of Nevada Inc | 214 | $18.6K | 0.00% | +186+664.3% | Added |
| Peregrine Capital Management LLC | 218 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 237 | $20.6K | 0.00% | +68+40.2% | Added |
| Massmutual Trust Co FSB | 242 | $21.1K | 0.00% | −91−27.3% | Reduced |
| True Wealth Design, LLC | 251 | $21.9K | 0.01% | −291−53.7% | Reduced |
| Skopos Labs, Inc. | 255 | $22.2K | 0.00% | +66+34.9% | Added |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 280 | $24.4K | 0.01% | +280 | New |
| Parallel Advisors, LLC | 295 | $25.7K | 0.00% | +71+31.7% | Added |
| Hemington Wealth Management | 312 | $27.0K | 0.00% | −16−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 316 | $27.5K | 0.00% | +64+25.4% | Added |
| Cullen/Frost Bankers, Inc. | 340 | $29.6K | 0.00% | +340 | New |
| Tower Research Capital LLC (TRC) | 396 | $34.5K | 0.00% | −1,280−76.4% | Reduced |
| Huntington National Bank | 402 | $35.0K | 0.00% | +29+7.8% | Added |
| Assetmark, Inc | 447 | $38.9K | 0.00% | −208−31.8% | Reduced |
| IFP Advisors, Inc | 0 | $39.5K | 0.00% | −152−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 465 | $40.5K | 0.00% | +192+70.3% | Added |
| Ronald Blue Trust, Inc. | 467 | $40.7K | 0.00% | −116−19.9% | Reduced |
| Nomura Asset Management Co Ltd | 470 | $40.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 487 | $42.0K | 0.00% | +487 | New |
| Clearstead Advisors, LLC | 642 | $55.9K | 0.00% | +546+568.8% | Added |
| Allworth Financial LP | 718 | $62.5K | 0.00% | +1+0.1% | Added |
| MetLife Investment Management | 775 | $67.5K | 0.00% | −98−11.2% | Reduced |
| Danske Bank A/S | 800 | $69.7K | 0.00% | +800 | New |
| Fifth Third Bancorp | 864 | $75.3K | 0.00% | −75−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 868 | $75.6K | 0.00% | +433+99.5% | Added |
| MAI Capital Management | 927 | $80.7K | 0.00% | +140+17.8% | Added |
| New Age Alpha Advisors, LLC | 1,051 | $91.5K | 0.00% | −678−39.2% | Reduced |
| Versant Capital Management, Inc | 1,304 | $113.6K | 0.02% | −1,178−47.5% | Reduced |
| KBC Group NV | 1,347 | $117.0K | 0.00% | −1,169−46.5% | Reduced |
| Evergreen Private Wealth LLC | 1,372 | $119.5K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,395 | $121.5K | 0.04% | +1,395 | New |
| Smartleaf Asset Management LLC | 1,490 | $130.4K | 0.01% | +36+2.5% | Added |
| Key Financial Inc | 1,715 | $149.4K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,764 | $153.6K | 0.00% | +202+12.9% | Added |
| Jones Financial Companies LLLP | 1,914 | $167.6K | 0.00% | −117−5.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,968 | $171.4K | 0.04% | +1,968 | New |
| Farther Finance Advisors, LLC | 1,979 | $172.4K | 0.00% | +435+28.2% | Added |
| HM Payson & Co | 2,027 | $176.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,197 | $191.4K | 0.02% | +42+1.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,265 | $197.3K | 0.00% | 00.0% | Unchanged |