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 369 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
131
shares
|
$10,743
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
131
shares
|
$10,743
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
131
shares
|
$10,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
114
shares
|
$9,349
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
105
shares
|
$8,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
101
shares
|
$8,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
93
shares
|
$7,626
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
84
shares
|
$6,888
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
76
shares
|
$6,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
74
shares
|
$6,068
0.0% of portfolio
|
Q2 2024
Added 68.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$5,986
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
72
shares
|
$5,904
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
71
shares
|
$5,822
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
67
shares
|
$5,494
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
62
shares
|
$5,084
0.0% of portfolio
|
Q2 2025
Added 1140.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
62
shares
|
$5,084
0.0% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
61
shares
|
$5,002
0.0% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
58
shares
|
$4,756
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
55
shares
|
$4,510
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
53
shares
|
$4,346
0.0% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,264
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
52
shares
|
$4,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
47
shares
|
$3,854
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
46
shares
|
$3,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
44
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
Added 51.72%
|