Institutional Ownership Assured Guaranty LTD (AGO)
This table provides information about the institutional ownership of Assured Guaranty LTD (AGO). We have compiled data on the 377 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
72
shares
|
$5,888
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
71
shares
|
$5,807
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
69
shares
|
$5,643
0.0% of portfolio
|
Q2 2025
Added 213.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
67
shares
|
$5,479
0.0% of portfolio
|
Q2 2025
Added 103.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
67
shares
|
$5,479
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
62
shares
|
$5,070
0.0% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
62
shares
|
$5,070
0.0% of portfolio
|
Q2 2025
Added 1140.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
61
shares
|
$4,989
0.0% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
58
shares
|
$4,743
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
55
shares
|
$4,498
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
53
shares
|
$4,334
0.0% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,253
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
47
shares
|
$3,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
44
shares
|
$3,598
0.0% of portfolio
|
Q4 2024
Added 51.72%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
43
shares
|
$3,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
37
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
30
shares
|
$2,453
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$2,453
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
30
shares
|
$2,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
27
shares
|
$2,208
0.0% of portfolio
|
Q2 2024
Added 35.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
26
shares
|
$2,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,962
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
24
shares
|
$1,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,717
0.0% of portfolio
|
Q3 2020
Reduced 55.32%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$1,635
0.0% of portfolio
|
Q1 2025
Added 5.26%
|