Assured GuarantyAGO

13F holders, Q1 2024 (March 31)
331holders
7famous investors
$87.15avg. 13F price*

At the end of Q1 2024, 331 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings. The largest holders were BlackRock Inc. ($610.5M), Vanguard Group Inc. ($573.5M) and Wellington Management Group LLP ($435.5M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Assured Guaranty Ltd.
CUSIP
G0585R106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 331Q1 2024Q2 2024: 324Q2 2024Q3 2024: 322Q3 2024Q4 2024: 322Q4 2024Q1 2025: 331Q1 2025Q2 2025: 349Q2 2025Q3 2025: 336Q3 2025Q4 2025: 363Q4 2025Q1 2026: 371Q1 2026Q2 2026: 370Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions75$176.3M
Exits26$95.0M

Ownership 331 holders

BlackRock Inc. 0.01% Reduce -0.7% 6,996,979 $610.5M
Vanguard Group Inc. 0.01% Reduce -0.6% 6,572,904 $573.5M
Wellington Management Group LLP 0.08% Reduce -3.1% 4,991,546 $435.5M
Dimensional Fund Advisors LP 0.10% Reduce -1.5% 4,235,897 $369.6M
State Street Corp. 0.01% Reduce -1.2% 2,021,957 $176.4M
Citadel Advisors 0.15% Add +1421.1% 1,742,010 $152.0M
Principal Financial Group Inc. 0.05% Reduce -12.4% 1,016,922 $88.7M
Kahn Brothers Group Inc. 12.56% Reduce -1.7% 970,580 $84.7M
Fuller & Thaler Asset Management, Inc. 0.35% Reduce -13.0% 921,136 $80.4M
Arrowstreet Capital, Limited Partnership 0.07% Add +289.9% 910,654 $79.5M
Marshall Wace, LLP 0.13% New 909,204 $79.3M
Reinhart Partners, Llc. 3.16% Reduce -0.4% 890,534 $77.7M
Geode Capital Management, LLC 0.01% Add +1.5% 837,643 $73.1M
Jane Street Group, LLC 0.08% Add +23651.5% 743,185 $64.8M
Charles Schwab Investment Management Inc. 0.01% Add +81.6% 739,524 $64.5M
Royce & Associates LP 0.57% Reduce -10.8% 730,709 $63.8M
Boston Partners 0.07% Reduce -2.4% 655,948 $56.3M
Morgan Stanley 0.00% Reduce -11.6% 637,135 $55.6M
Brown Advisory Inc. 0.07% Add +0.9% 636,302 $55.5M
Norges Bank 0.01% Add +9.9% 611,349 $53.3M
Franklin Resources Inc. 0.01% Add +626.1% 532,408 $46.5M
Invesco Ltd. 0.01% Add +35.5% 498,166 $43.5M
American Century Companies Inc. 0.03% Add +14.9% 493,561 $43.1M
Northern Trust Corp. 0.01% Reduce -0.8% 481,260 $42.0M
Cerity Partners LLC 0.11% New 474,681 $41.4M
Bank of New York Mellon Corp 0.01% Reduce -5.7% 460,396 $40.2M
Goldman Sachs Group Inc. 0.01% Reduce -7.5% 377,062 $32.9M
Ameriprise Financial Inc. 0.01% Add +65.5% 371,325 $32.4M
AQR Capital Management 0.05% Add +10.8% 362,696 $31.6M
Pine Valley Investments Ltd Liability Co 2.05% Reduce 0.0% 301,062 $26.3M
LRI Investments, LLC 6.23% — 282,896 $24.7M
Nuveen Asset Management, LLC 0.01% Reduce -0.1% 282,082 $24.6M
Victory Capital Management Inc. 0.02% Reduce -8.7% 278,875 $24.3M
JPMorgan Chase & Co. 0.00% Add +94.2% 252,169 $22.0M
First Trust Advisors LP 0.02% Add +46.0% 243,614 $21.3M
Bank of America Corp. 0.00% Reduce -35.1% 241,876 $21.1M
Long Focus Capital Management, LLC 2.42% Reduce -17.2% 240,000 $20.9M
Philadelphia Financial Management of San Francisco, LLC 4.01% Reduce -51.7% 219,935 $19.2M
Clearbridge Investments, LLC 0.01% Reduce -22.7% 194,942 $17.0M
Legal & General Group Plc 0.00% Reduce -7.6% 190,366 $16.6M
Brandywine Global Investment Management, LLC 0.10% Reduce -0.9% 159,892 $14.0M
Eagle Asset Management Inc. 0.07% Add +5.3% 156,677 $13.4M
Schroder Investment Management Group 0.02% Reduce -24.0% 151,556 $13.2M
Rhumbline Advisers 0.01% Reduce -7.3% 141,641 $12.4M
Raymond James & Associates 0.01% Reduce -37.9% 140,473 $12.3M
Cambria Investment Management, L.P. 0.73% Reduce -23.4% 139,614 $12.2M
Wells Fargo & Company 0.00% Reduce -9.8% 138,306 $12.1M
Hotchkis & Wiley Capital Management LLC 0.04% Add +7.9% 136,605 $11.9M
Russell Investments Group, Ltd. 0.02% Add +63.1% 124,404 $10.9M
Man Group plc 0.03% Reduce -13.0% 119,537 $10.4M
California Public Employees Retirement System 0.01% Add +7.5% 116,737 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.3% 113,479 $9.9M
Public Sector Pension Investment Board 0.07% Reduce -1.2% 111,416 $9.7M
Credit Suisse AG/ 0.01% Reduce -0.4% 110,882 $9.7M
Swiss National Bank 0.01% Reduce -2.2% 107,300 $9.4M
Qube Research & Technologies Ltd 0.02% Add +1510.5% 106,295 $9.3M
Cubist Systematic Strategies, LLC 0.10% Add +2772.2% 101,732 $8.9M
D. E. Shaw & Co. 0.01% Reduce -19.4% 96,507 $8.4M
FMR LLC 0.00% Add +14.2% 89,520 $7.8M
Gotham Asset Management 0.11% Add +22.2% 86,989 $7.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -8.0% 86,006 $7.5M
Point72 Hong Kong Ltd 0.36% Add +26296.5% 82,885 $7.2M
Thrivent Financial for Lutherans 0.01% Reduce -1.7% 73,456 $6.4M
Alliancebernstein L.P. 0.00% Reduce -19.4% 65,194 $5.7M
Envestnet Asset Management Inc. 0.00% Reduce -0.6% 64,875 $5.7M
Lombard Odier Asset Management (USA) Corp 0.84% Reduce -18.5% 64,804 $5.7M
BNP Paribas Financial Markets 0.01% Add +1990.0% 60,839 $5.3M
STRS Ohio 0.02% Reduce -0.5% 56,334 $4.9M
Robeco Institutional Asset Management B.V. 0.01% Add +102.5% 55,904 $4.9M
California State Teachers Retirement System 0.01% Reduce -8.4% 54,475 $4.8M
UBS Group AG 0.00% Add +141.2% 54,134 $4.7M
State Board of Administration of Florida Retirement System 0.01% Add +6.2% 86,267 $4.3M
Trexquant Investment LP 0.09% New 49,427 $4.3M
HSBC Holdings PLC 0.00% New 49,019 $4.3M
Sapience Investments, LLC 1.40% Reduce -44.0% 48,377 $4.2M
Texas Permanent School Fund Corp. 0.03% Add +1.4% 47,573 $4.2M
Informed Momentum Co LLC 0.60% New 44,313 $3.9M
Verdence Capital Advisors LLC 0.34% No change 42,645 $3.7M
EULAV Asset Management 0.10% New 42,000 $3.7M
Sei Investments Co. 0.01% Add +261.3% 40,265 $3.5M
Gendell Jeffrey L 0.14% No change 40,102 $3.5M
Amundi 0.00% Add +425.9% 45,651 $3.5M
Barclays PLC 0.00% Add +150.9% 39,576 $3.5M
LPL Financial LLC 0.00% Reduce -13.5% 39,540 $3.4M
New York State Common Retirement Fund 0.00% Reduce -8.2% 37,103 $3.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.6% 33,881 $3.0M
Treasurer of the State of North Carolina 0.01% Add +34.5% 33,487 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -1.0% 33,114 $2.9M
Citigroup Inc. 0.00% Reduce -15.8% 32,990 $2.9M
Walleye Capital LLC 0.03% Add +9617.8% 32,749 $2.9M
SG Americas Securities, LLC 0.01% New 32,294 $2.8M
Millennium Management 0.00% Reduce -18.8% 32,187 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 31,310 $2.7M
Illinois Municipal Retirement Fund 0.04% Reduce -5.1% 31,042 $2.7M
New York State Teachers Retirement System 0.01% No change 28,132 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -1.1% 26,900 $2.3M
Janus Henderson Group PLC 0.00% Reduce -0.0% 25,748 $2.2M
Amalgamated Bank 0.02% Reduce -4.6% 25,729 $2.2M
Tudor Investment Corporation 0.03% New 24,990 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -12.6% 24,595 $2.1M
Aquatic Capital Management LLC 0.07% New 24,500 $2.1M
Hancock Whitney Corp. 0.07% Reduce -2.5% 24,474 $2.1M
Quadrature Capital Ltd 0.04% Add +42.7% 24,136 $2.1M
Natixis Advisors, LLC 0.00% Add +6.9% 23,939 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +24.8% 23,518 $2.1M
Twinbeech Capital LP 0.04% New 23,305 $2.0M
M&T Bank Corp 0.01% Reduce -8.7% 23,043 $2.0M
RBF Capital, LLC 0.11% No change 23,000 $2.0M
Allianz Asset Management GmbH 0.00% Reduce -49.4% 22,525 $2.0M
Dynamic Technology Lab Private Ltd 0.21% New 22,100 $1.9M
Andrew Hill Investment Advisors, Inc. 1.70% Add +44.9% 22,082 $1.9M
Maryland State Retirement & Pension System 0.04% Reduce -0.7% 24,325 $1.9M
Corient Private Wealth LP 0.00% Reduce -0.9% 21,104 $1.8M
Inceptionr LLC 0.46% New 20,606 $1.8M
VELA Investment Management, LLC 0.65% Reduce -13.5% 20,360 $1.8M
Zacks Investment Management 0.02% New 19,618 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 19,506 $1.7M
WINTON GROUP Ltd 0.12% Add +7.8% 18,709 $1.6M
Teacher Retirement System of Texas 0.01% Add +61.4% 18,260 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.2% 17,841 $1.6M
Canada Pension Plan Investment Board 0.00% New 16,000 $1.4M
Voya Investment Management LLC 0.00% Reduce -60.7% 15,628 $1.4M
Wealthstar Advisors, LLC 0.47% Add +279.2% 15,426 $1.3M
Cary Street Partners Investment Advisory LLC 0.06% Reduce -16.7% 15,000 $1.3M
Oak Thistle LLC 1.17% New 14,970 $1.3M
Arizona State Retirement System 0.01% Reduce -4.0% 14,949 $1.3M
Bank of Montreal 0.00% Add +1.3% 14,698 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -8.2% 14,603 $1.3M
Engineers Gate Manager LP 0.03% Add +29.0% 14,292 $1.2M
Pathstone Holdings, LLC 0.01% Add +33.1% 13,972 $1.2M
Boothbay Fund Management, LLC 0.04% New 13,318 $1.2M
Kestra Advisory Services, LLC 0.01% Add +0.6% 12,899 $1.1M
Royal Bank of Canada 0.00% Reduce -39.8% 12,761 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +148.6% 12,665 $1.1M
Mraz, Amerine & Associates, Inc. 0.20% Reduce -1.4% 12,388 $1.1M
Squarepoint Ops LLC 0.00% Add +44.8% 12,226 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -5.3% 12,107 $1.1M
Handelsbanken Fonder AB 0.00% No change 11,904 $1.0M
Jackson Creek Investment Advisors LLC 0.37% New 11,783 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 11,739 $1.0M
Renaissance Technologies 0.00% New 11,600 $1.0M
Lecap Asset Management Ltd. 0.20% Add +134.3% 11,199 $977K
Y-Intercept (Hong Kong) Ltd 0.07% New 11,042 $963K
Creative Planning 0.00% Add +6.5% 10,852 $947K
Harbor Capital Advisors, Inc. 0.12% New 10,802 $942K
Quantinno Capital Management LP 0.02% Add +46.8% 10,563 $922K
Axq Capital, LP 0.22% New 10,466 $913K
Symmetry Partners, LLC 0.07% New 10,411 $908K
James Investment Research, Inc. 0.11% No change 10,369 $905K
Wolverine Trading, LLC 0.01% Add +44.9% 10,366 $904K
Capstone Investment Advisors, LLC 0.03% New 10,139 $885K
Simplex Trading, LLC 0.03% Add +63.4% 9,937 $867K
UniSuper Management Pty Ltd 0.01% New 9,868 $861K
Mackenzie Financial Corp. 0.00% Reduce -94.7% 9,796 $855K
Aviva PLC 0.00% New 9,390 $819K
Teza Capital Management LLC 0.11% New 9,378 $818K
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.8% 9,367 $817K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 9,365 $817K
Point72 Asia (Singapore) Pte. Ltd. 0.21% Add +979.8% 9,265 $808K
Verition Fund Management LLC 0.01% Add +39.7% 9,162 $799K
Point72 (DIFC) Ltd 0.06% — 9,062 $791K
Occudo Quantitative Strategies LP 0.13% New 8,830 $770K
Stifel Financial Corp. 0.00% Reduce -0.2% 8,783 $766K
Praxis Investment Management Inc. 0.05% No change 7,980 $696K
Nebula Research & Development LLC 0.15% New 7,850 $685K
Tidal Investments LLC 0.01% Add +9.0% 7,367 $643K
Pictet Asset Management Holding SA 0.00% Add +2.1% 7,363 $642K
Public Employees Retirement Association of Colorado 0.00% No change 7,157 $624K
Sciencast Management LP 0.38% Add +133.2% 7,131 $622K
Susquehanna International Group, LLP 0.00% Reduce -59.8% 7,116 $621K
Cresset Asset Management, LLC 0.00% Add +19.6% 7,085 $618K
Ethic Inc. 0.02% Add +104.3% 6,860 $599K
Exchange Traded Concepts, LLC 0.02% New 6,854 $598K
MorganRosel Wealth Management, LLC 0.21% New 6,836 $596K
HighTower Advisors, LLC 0.00% Add +9.7% 6,801 $595K
Fox Run Management, L.L.C. 0.13% New 6,664 $581K
Mariner, LLC 0.00% Add +8.5% 6,475 $565K
PNC Financial Services Group, Inc. 0.00% Reduce -3.9% 6,421 $560K
Deutsche Bank AG 0.00% Reduce -11.4% 6,034 $526K
Nisa Investment Advisors, LLC 0.00% Reduce -9.2% 5,940 $518K
Shell Asset Management Co. 0.02% Reduce -9.1% 6,699 $517K
Commonwealth Equity Services, LLC 0.00% Add +0.0% 5,881 $513K
ClearAlpha Technologies LP 0.22% New 5,830 $509K
First Trust Direct Indexing L.P. 0.04% Reduce -2.5% 5,758 $502K
Orion Porfolio Solutions, LLC 0.01% Reduce -17.0% 5,706 $498K
Orion Portfolio Solutions, LLC 0.01% Reduce -17.0% 5,706 $498K
Prudential Financial Inc. 0.00% New 5,501 $480K
Edgestream Partners, L.P. 0.02% Reduce -24.4% 5,266 $459K
Capital Advisors, Ltd. LLC 0.06% No change 5,262 $459K
Quantum Portfolio Management LLC 0.26% New 5,205 $454K
Seven Eight Capital, LP 0.05% New 5,186 $452K
Lazard Asset Management LLC 0.00% Add +29.8% 5,150 $448K
State of Wisconsin Investment Board 0.00% Reduce -3.0% 5,122 $447K
Mirabella Financial Services LLP 0.03% New 5,094 $445K
ARGA Investment Management, LP 0.01% No change 5,087 $444K
Convergence Investment Partners, LLC 0.17% Add +41.0% 4,935 $431K
Virtu Financial LLC 0.03% New 4,841 $422K
Front Row Advisors LLC 0.15% Add +1.4% 4,776 $417K
Peapack Gladstone Financial Corp. 0.01% Reduce -16.6% 4,746 $414K
Janney Montgomery Scott LLC 0.00% Add +39.0% 4,708 $411K
Oppenheimer & Co. Inc. 0.01% New 4,526 $395K
Neuberger Berman Group LLC 0.00% Reduce -16.1% 4,499 $393K
Evergreen Capital Management LLC 0.01% Add +4.4% 4,482 $391K
Cetera Investment Advisers 0.00% New 4,434 $387K
Crossmark Global Holdings, Inc. 0.01% Add +1.0% 4,359 $380K
Panagora Asset Management Inc. 0.00% Reduce -4.3% 4,238 $370K
Pearl River Capital, LLC 0.06% New 4,173 $364K
Petrus Trust Company, LTA 0.03% New 4,147 $362K
Raymond James Trust N.A. 0.01% Reduce -12.7% 4,060 $354K
Schonfeld Strategic Advisors LLC 0.00% New 4,000 $349K
Truist Financial Corp. 0.00% Reduce -30.2% 3,992 $348K
New York Life Investment Management LLC 0.00% New 3,971 $346K
Oxford Asset Management LLP 0.38% New 3,918 $342K
USA Financial Formulas 0.05% New 3,854 $336K
Coldstream Capital Management Inc. 0.01% Add +30.8% 3,684 $321K
US Bancorp \de 0.00% Add +5.1% 3,613 $315K
Catalyst Funds Management Pty Ltd 0.09% — 3,600 $314K
Quadrant Capital Group LLC 0.02% Add +5.7% 3,450 $301K
Shelton Capital Management 0.01% Reduce -3.8% 3,396 $296K
CIBC Asset Management Inc 0.00% Reduce -0.7% 3,198 $279K
Commerce Bank 0.00% Add +0.4% 3,176 $277K
Brevan Howard Capital Management LP 0.03% Reduce -38.8% 3,165 $276K
Trust Point Inc. 0.02% New 3,163 $276K
Procyon Advisors, LLC 0.02% Reduce -0.4% 3,148 $275K
Sigma Planning Corp 0.01% New 3,106 $271K
Utah Retirement Systems 0.00% No change 3,100 $270K
Graham Capital Management, L.P. 0.01% Reduce -51.5% 3,096 $270K
Sequoia Financial Advisors, LLC 0.00% Reduce -49.3% 3,065 $267K
Measured Wealth Private Client Group, LLC 0.09% New 3,065 $267K
Freedom Investment Management, Inc. 0.02% Reduce -10.3% 3,030 $264K
Bessemer Group Inc. 0.00% Add +1.6% 3,009 $262K
MQS Management LLC 0.15% New 2,979 $260K
American International Group, Inc. 0.00% Reduce -1.4% 2,973 $259K
Oppenheimer Asset Management Inc. 0.00% Reduce -11.7% 2,969 $259K
DekaBank Deutsche Girozentrale 0.00% No change 2,933 $246K
Xponance LLC 0.00% New 2,816 $246K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.3% 2,790 $243K
Sage Rhino Capital LLC 0.06% Reduce -2.2% 2,760 $241K
Precision Wealth Strategies, LLC 0.22% New 2,674 $233K
Two Sigma Securities, LLC 0.01% New 2,568 $224K
Mercer Global Advisors Inc. 0.00% Reduce -16.4% 2,541 $222K
Acadian Asset Management LLC 0.00% New 2,521 $218K
SOA Wealth Advisors, LLC. 0.04% No change 2,488 $217K
Forum Financial Management, LP 0.00% New 2,464 $215K
Old National Bancorp 0.01% New 2,430 $212K
NewEdge Advisors, LLC 0.00% Add +54.6% 2,118 $185K
Atlas Capital Advisors Inc. 0.03% New 2,086 $182K
Oakworth Capital, Inc. 0.01% No change 2,000 $175K
HM Payson & Co. 0.00% No change 2,000 $175K
Quarry LP 0.07% New 1,827 $159K
Key Financial Inc 0.04% No change 1,715 $150K
Johnson Financial Group, Inc. 0.01% No change 1,600 $140K
Parkside Financial Bank & Trust 0.02% Add +18.4% 1,407 $123K
Evergreen Private Wealth LLC 0.06% No change 1,372 $120K
KBC Group NV 0.00% Reduce -14.4% 1,232 $107K
Quent Capital, LLC 0.01% Reduce -4.3% 1,143 $100K
Harvest Fund Management Co., Ltd 0.01% New 1,137 $99K
MetLife Investment Management, LLC 0.00% Reduce -2.1% 1,069 $93K
GAMMA Investing LLC 0.02% Add +24.3% 1,017 $89K
Fifth Third Bancorp 0.00% Add +0.8% 878 $77K
State of Wyoming 0.01% Reduce -26.1% 837 $73K
M&R Capital Management Inc. 0.02% No change 800 $70K
Versant Capital Management, Inc 0.02% No change 677 $59K
Concourse Financial Group Securities, Inc. 0.00% Add +13.3% 615 $54K
Allworth Financial LP 0.00% Add +6.9% 498 $43K
Nomura Asset Management Co. Ltd. 0.00% Reduce -29.9% 470 $41K
Avior Wealth Management, LLC 0.00% New 430 $38K
New Covenant Trust Company, N.A. 0.03% — 398 $35K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 375 $33K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.8% 340 $30K
Cwm, LLC 0.00% Add +21.2% 309 $27K
Assetmark, Inc. 0.00% Reduce -3.2% 300 $26K
LGT Financial Advisors LLC 0.03% No change 296 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.6% 322 $25K
Parallel Advisors, LLC 0.00% Add +1.1% 282 $25K
Smithfield Trust Co 0.00% No change 260 $23K
EntryPoint Capital, LLC 0.02% Reduce -84.8% 256 $22K
Huntington National Bank 0.00% Add +764.3% 242 $21K
Signaturefd, LLC 0.00% Add +40.5% 222 $19K
Blue Trust, Inc. 0.00% Reduce -5.1% 222 $19K
Hexagon Capital Partners LLC 0.00% Add +3.8% 220 $19K
Peregrine Capital Management LLC 0.00% No change 218 $19K
Naples Money Management LLC 0.02% Add +17.6% 200 $17K
SYSTM Wealth Solutions LLC 0.00% Reduce -8.2% 191 $17K
Osaic Holdings, Inc. 0.00% Reduce -96.0% 184 $16K
DT Investment Partners, LLC 0.00% No change 180 $16K
Headlands Technologies LLC 0.00% New 179 $16K
Private Trust Co. NA 0.00% Reduce -21.4% 143 $12K
Farther Finance Advisors, LLC 0.00% No change 145 $12K
Covestor Ltd 0.01% Add +605.3% 134 $12K
ICA Group Wealth Management, LLC 0.00% No change 131 $11K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $11K
Smartleaf Asset Management LLC 0.00% New 129 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.0% 126 $11K
Steward Partners Investment Advisory, LLC 0.00% New 125 $11K
Red Tortoise LLC 0.01% No change 114 $10K
Principal Securities, Inc. 0.00% Reduce -83.9% 113 $10K
CIBC Private Wealth Group LLC 0.00% New 99 $8K
Venturi Wealth Management, LLC 0.00% Add +187.1% 89 $8K
Clearstead Advisors, LLC 0.00% No change 96 $8K
Lindbrook Capital, LLC 0.00% Add +3.6% 86 $8K
IFP Advisors, Inc 0.00% No change 82 $7K
JFS Wealth Advisors, LLC 0.00% No change 71 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
Gilliland Jeter Wealth Management LLC 0.00% New 70 $6K
Global Retirement Partners, LLC 0.00% Reduce -4.6% 62 $5K
Tucker Asset Management LLC 0.00% No change 55 $5K
CENTRAL TRUST Co 0.00% No change 49 $4K
Westend Capital Management, LLC 0.00% — 47 $4K
Riggs Asset Managment Co. Inc. 0.00% New 45 $4K
Private Wealth Management Group, LLC 0.00% No change 44 $4K
Mather Group, Llc. 0.00% New 47 $4K
Farmers & Merchants Investments Inc. 0.00% Reduce -15.6% 38 $3K
Denali Advisors LLC 0.00% Add +25.9% 34 $3K
Bell Investment Advisors, Inc 0.00% No change 29 $3K
SJS Investment Consulting Inc. 0.00% No change 24 $2K
Albion Financial Group 0.00% New 24 $2K
UMB Bank, n.a. 0.00% New 24 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
CVA Family Office, LLC 0.00% No change 20 $2K
First Horizon Advisors, Inc. 0.00% No change 17 $1K
Delos Wealth Advisors, LLC 0.00% New 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $1K
Avion Wealth 0.00% New 6 $1K
Horizon Investments, LLC 0.00% New 11 $956
Harbour Investments, Inc. 0.00% New 8 $698
Sachetta, LLC 0.00% No change 9 $674
Abound Wealth Management 0.00% New 6 $524
TFO Wealth Partners, LLC 0.00% Reduce -60.0% 4 $349
MV Capital Management, Inc. 0.00% New 2 $175
CoreCap Advisors, LLC 0.00% New 2 $175

"% of holder's portfolio" is AGO's weight in each manager's 13F, not the share of Assured Guaranty Ltd. the manager owns.