Assured GuarantyAGO

13F holders, Q3 2024 (September 30)
322holders −2
45new positions
47sold out
7famous investors
$79.70avg. 13F price*

At the end of Q3 2024, 322 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, down 2 from Q2 2024. 45 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($527.8M), BlackRock, Inc. ($499.9M) and Wellington Management Group LLP ($376.4M). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$87.8M
Exits47$32.1M

All 13F filers, Q2 2024 → Q3 2024: 2,936,956 shares bought and 4,164,390 shares sold, net −1,227,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 322 holders

Vanguard Group Inc. 0.01% Add +0.4% 6,637,489 $527.8M
BlackRock, Inc. 0.01% — 6,286,741 $499.9M
Wellington Management Group LLP 0.07% Reduce -4.6% 4,733,941 $376.4M
Dimensional Fund Advisors LP 0.08% Reduce -5.6% 3,976,067 $316.2M
State Street Corp. 0.01% Reduce -0.3% 1,932,595 $153.7M
Fuller & Thaler Asset Management, Inc. 0.35% Reduce -1.8% 1,124,114 $89.4M
AQR Capital Management 0.11% Add +48.6% 984,070 $78.2M
Royce & Associates LP 0.71% Add +13.2% 981,131 $78.0M
Reinhart Partners, Llc. 2.95% Add +7.8% 977,758 $77.8M
Principal Financial Group Inc. 0.04% Add +0.3% 926,415 $73.7M
Geode Capital Management, LLC 0.01% Reduce -2.6% 822,942 $65.5M
American Century Companies Inc. 0.04% Add +18.9% 806,179 $64.1M
River Road Asset Management, LLC 0.69% New 666,821 $53.0M
Allianz Asset Management GmbH 0.08% Add +53.3% 652,762 $51.9M
Brown Advisory Inc. 0.07% Add +1.8% 651,854 $51.8M
Morgan Stanley 0.00% Reduce -19.4% 600,250 $47.7M
Norges Bank 0.01% Reduce -2.3% 571,158 $45.4M
Boston Partners 0.05% Reduce -11.2% 552,758 $44.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -16.6% 536,165 $42.6M
Franklin Resources Inc. 0.01% Reduce -3.2% 488,651 $41.2M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -23.2% 494,166 $39.3M
Northern Trust Corp. 0.01% Reduce -5.1% 469,915 $37.4M
BNP Paribas Financial Markets 0.03% Add +50.7% 434,173 $34.5M
Invesco Ltd. 0.01% Reduce -14.8% 416,709 $33.1M
Bank of New York Mellon Corp 0.01% Reduce -6.4% 414,346 $32.9M
Goldman Sachs Group Inc. 0.01% Reduce -9.3% 392,171 $31.2M
Ameriprise Financial Inc. 0.01% Reduce -20.1% 353,689 $28.1M
LRI Investments, LLC 2.60% Add +0.0% 292,964 $26.8M
Pine Valley Investments Ltd Liability Co 1.65% No change 301,062 $23.9M
Kahn Brothers Group Inc. 4.04% Reduce -2.0% 294,985 $23.5M
Long Focus Capital Management, LLC 1.86% Add +3.9% 265,000 $21.1M
First Trust Advisors LP 0.02% Add +1.2% 258,637 $20.6M
Philadelphia Financial Management of San Francisco, LLC 3.93% Reduce -38.9% 231,347 $18.4M
Qube Research & Technologies Ltd 0.03% Reduce -16.7% 227,095 $18.1M
Bank of America Corp. 0.00% Add +3.1% 223,752 $17.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +112.9% 216,912 $17.2M
Gotham Asset Management 0.16% Add +36.5% 193,543 $15.4M
Clearbridge Investments, LLC 0.01% Reduce -0.9% 189,061 $15.0M
Cerity Partners LLC 0.03% Add +112.6% 174,447 $13.9M
Legal & General Group Plc 0.00% Reduce -4.9% 163,244 $13.0M
Raymond James & Associates 0.01% Add +22.9% 162,836 $12.9M
Brandywine Global Investment Management, LLC 0.08% Reduce -2.8% 148,286 $12.5M
Eagle Asset Management Inc. 0.06% Reduce -21.9% 133,200 $11.7M
Nuveen Asset Management, LLC 0.00% Reduce -33.7% 146,328 $11.6M
Cambria Investment Management, L.P. 0.70% Reduce -1.5% 146,314 $11.6M
JPMorgan Chase & Co. 0.00% Reduce -22.0% 140,961 $11.2M
D. E. Shaw & Co. 0.01% Add +43.7% 131,359 $10.4M
Russell Investments Group, Ltd. 0.01% Add +60.7% 128,196 $10.2M
Rhumbline Advisers 0.01% Reduce -4.7% 126,022 $10.0M
Millennium Management 0.01% Reduce -2.0% 124,119 $9.9M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -24.3% 116,905 $9.3M
California Public Employees Retirement System 0.01% Reduce -4.8% 113,018 $9.0M
Wells Fargo & Company 0.00% Reduce -13.6% 107,259 $8.5M
Public Sector Pension Investment Board 0.04% Reduce -7.8% 104,898 $8.3M
Swiss National Bank 0.01% Reduce -2.6% 101,000 $8.0M
Man Group plc 0.02% Reduce -39.9% 90,224 $7.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.2% 85,869 $6.8M
Advisors Preferred, LLC 1.02% New 84,396 $6.7M
HRT Financial LP 0.03% Reduce -24.0% 82,388 $6.6M
UBS Group AG 0.00% Add +20.0% 82,321 $6.5M
Harbor Capital Advisors, Inc. 0.28% Add +96.7% 81,560 $6.5M
FMR LLC 0.00% Reduce -27.3% 81,149 $6.5M
Alliancebernstein L.P. 0.00% Reduce -17.5% 77,877 $6.2M
Jane Street Group, LLC 0.01% Reduce -59.3% 71,514 $5.7M
Trexquant Investment LP 0.07% New 69,850 $5.6M
Envestnet Asset Management Inc. 0.00% Add +5.1% 67,458 $5.4M
Bridgewater Associates 0.03% Reduce -6.7% 66,468 $5.3M
Schroder Investment Management Group 0.01% Reduce -12.1% 66,203 $5.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.4% 65,973 $5.2M
Thrivent Financial for Lutherans 0.01% Reduce -6.0% 64,060 $5.1M
Citadel Advisors 0.01% Reduce -92.0% 61,379 $4.9M
EULAV Asset Management 0.12% No change 60,000 $4.8M
Balyasny Asset Management L.P. 0.01% Add +65.0% 56,133 $4.5M
STRS Ohio 0.02% Reduce -2.0% 55,787 $4.4M
ExodusPoint Capital Management, LP 0.04% New 52,522 $4.2M
Lombard Odier Asset Management (USA) Corp 1.76% Reduce -8.1% 51,304 $4.1M
Intech Investment Management LLC 0.04% Add +418.1% 49,971 $4.0M
California State Teachers Retirement System 0.00% Reduce -4.9% 48,976 $3.9M
State of Alaska, Department of Revenue 0.04% Add +55.6% 47,223 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +221.8% 45,380 $3.6M
State of Wisconsin Investment Board 0.01% Add +899.1% 45,338 $3.6M
Gendell Jeffrey L 0.11% Add +12.5% 45,102 $3.6M
Verdence Capital Advisors LLC 0.27% Reduce -4.2% 42,912 $3.4M
Edgestream Partners, L.P. 0.14% Reduce -15.2% 40,625 $3.2M
Cubist Systematic Strategies, LLC 0.05% New 38,982 $3.1M
LPL Financial LLC 0.00% Reduce -4.6% 36,158 $2.9M
Exchange Traded Concepts, LLC 0.06% Add +375.3% 34,204 $2.7M
New York State Common Retirement Fund 0.00% Reduce -10.0% 33,403 $2.7M
Victory Capital Management Inc. 0.00% Reduce -88.3% 33,293 $2.6M
Citigroup Inc. 0.00% Add +4.6% 33,040 $2.6M
Sei Investments Co. 0.00% Reduce -60.5% 32,732 $2.6M
Marshall Wace, LLP 0.00% Reduce -88.2% 31,923 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 31,693 $2.5M
Quantinno Capital Management LP 0.03% Add +61.6% 31,327 $2.5M
HSBC Holdings PLC 0.00% Reduce -55.4% 31,152 $2.5M
VELA Investment Management, LLC 0.82% Add +29.3% 30,263 $2.4M
Teacher Retirement System of Texas 0.01% Add +13.7% 30,223 $2.4M
Sapience Investments, LLC 1.16% Reduce -0.3% 29,397 $2.3M
Robeco Institutional Asset Management B.V. 0.00% Reduce -44.9% 29,342 $2.3M
Squarepoint Ops LLC 0.01% Add +14.0% 28,790 $2.3M
Two Sigma Investments, LP 0.01% New 28,316 $2.3M
Illinois Municipal Retirement Fund 0.03% Reduce -8.1% 28,100 $2.2M
Natixis 0.01% New 27,033 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +4.4% 25,512 $2.0M
Janus Henderson Group PLC 0.00% No change 25,465 $2.0M
Barclays PLC 0.00% Add +214.0% 24,879 $2.0M
Los Angeles Capital Management LLC 0.01% Reduce -50.6% 24,705 $2.0M
Hancock Whitney Corp. 0.06% No change 24,474 $1.9M
New York State Teachers Retirement System 0.00% Reduce -5.0% 24,220 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -8.1% 23,900 $1.9M
RBF Capital, LLC 0.09% No change 23,000 $1.8M
Renaissance Technologies 0.00% Add +67.7% 22,800 $1.8M
Treasurer of the State of North Carolina 0.01% Reduce -1.6% 22,708 $1.8M
Natixis Advisors, LLC 0.00% Reduce -0.8% 22,644 $1.8M
Sanctuary Advisors, LLC 0.01% Add +6.5% 19,179 $1.8M
De Lisle Partners LLP 0.28% Reduce -10.7% 21,968 $1.7M
Brevan Howard Capital Management LP 0.09% Add +28.1% 21,723 $1.7M
Corient Private Wealth LP 0.00% Reduce -3.8% 21,474 $1.7M
M&T Bank Corp 0.01% Reduce -7.0% 21,398 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -45.0% 21,057 $1.7M
Royal Bank of Canada 0.00% Add +44.6% 20,233 $1.6M
Public Employees Retirement System of Ohio 0.01% New 20,059 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -13.3% 19,727 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 19,506 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -26.5% 19,415 $1.5M
TCW Group Inc. 0.01% Add +6.8% 19,232 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -7.4% 19,224 $1.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 18,948 $1.5M
Verition Fund Management LLC 0.01% Add +247.1% 18,853 $1.5M
Engineers Gate Manager LP 0.03% Reduce -0.9% 18,362 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 17,841 $1.4M
Lazard Asset Management LLC 0.00% Add +68.2% 17,717 $1.4M
Capital Fund Management S.A. 0.02% New 17,602 $1.4M
Cary Street Partners Investment Advisory LLC 0.05% Reduce -14.0% 17,033 $1.4M
Amalgamated Bank 0.01% Reduce -32.8% 15,675 $1.2M
Arizona State Retirement System 0.01% Add +0.9% 14,893 $1.2M
Bank of Montreal 0.00% Reduce -2.8% 14,274 $1.1M
Pathstone Holdings, LLC 0.01% Reduce -1.2% 14,228 $1.1M
Stifel Financial Corp. 0.00% Add +32.3% 13,062 $1.0M
Kestra Advisory Services, LLC 0.01% Reduce -2.1% 12,699 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,466 $991K
Mraz, Amerine & Associates, Inc. 0.17% Reduce -2.3% 11,898 $946K
Handelsbanken Fonder AB 0.00% No change 11,804 $939K
Oregon Public Employees Retirement Fund 0.02% Reduce -7.2% 11,653 $927K
XTX Topco Ltd 0.07% Add +1.6% 11,454 $911K
Point72 Asia (Singapore) Pte. Ltd. 0.17% Add +1.3% 11,426 $909K
Cresset Asset Management, LLC 0.00% Add +27.7% 11,194 $890K
Tidal Investments LLC 0.01% Reduce -3.0% 11,173 $888K
Creative Planning 0.00% Add +1.2% 11,140 $886K
Chou Associates Management Inc. 0.56% No change 10,990 $874K
Algert Global LLC 0.02% Reduce -50.1% 10,943 $870K
Walleye Capital LLC 0.01% Add +895.5% 10,751 $855K
Cwm, LLC 0.00% Add +440.3% 10,616 $844K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.1% 10,571 $841K
James Investment Research, Inc. 0.10% No change 10,365 $824K
Inceptionr LLC 0.20% New 10,232 $814K
Amundi 0.00% Reduce -96.7% 9,938 $809K
HighTower Advisors, LLC 0.00% Add +80.5% 9,970 $801K
Point72 (DIFC) Ltd 0.06% Reduce -3.7% 9,570 $761K
Weiss Asset Management LP 0.03% New 9,409 $748K
Voya Investment Management LLC 0.00% Reduce -43.5% 9,403 $748K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,303 $740K
PNC Financial Services Group, Inc. 0.00% Add +42.0% 9,241 $735K
Quadrature Capital Ltd 0.02% Add +61.1% 9,081 $722K
Lighthouse Investment Partners, LLC 0.04% Add +40.2% 8,921 $709K
Deutsche Bank AG 0.00% Add +0.8% 8,381 $666K
Janney Montgomery Scott LLC 0.00% Reduce -38.8% 8,191 $651K
Praxis Investment Management Inc. 0.04% No change 7,980 $635K
Pictet Asset Management Holding SA 0.00% Add +11.6% 7,887 $627K
Ieq Capital, LLC 0.01% New 7,749 $616K
Neuberger Berman Group LLC 0.00% Add +4.9% 7,575 $602K
Ethic Inc. 0.02% Reduce -4.8% 6,860 $599K
Mutual of America Capital Management LLC 0.01% Reduce -12.5% 7,439 $592K
Twinbeech Capital LP 0.01% Add +98.3% 7,260 $577K
iSAM Funds (UK) Ltd 0.32% Add +35.5% 7,161 $569K
Nebula Research & Development LLC 0.07% Add +90.3% 6,871 $546K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -58.6% 6,851 $545K
Shell Asset Management Co. 0.02% — 6,699 $533K
Mariner, LLC 0.00% Reduce -0.5% 6,379 $507K
Commonwealth Equity Services, LLC 0.00% Add +1.2% 6,113 $486K
Public Employees Retirement Association of Colorado 0.00% No change 6,082 $484K
First Trust Direct Indexing L.P. 0.03% Reduce -1.6% 5,956 $474K
Jump Financial, LLC 0.01% New 5,873 $467K
Fox Run Management, L.L.C. 0.10% New 5,713 $454K
Nisa Investment Advisors, LLC 0.00% No change 5,700 $453K
Choreo, LLC 0.01% Add +32.9% 5,407 $427K
Sterling Capital Management LLC 0.01% — 5,311 $422K
Capital Advisors, Ltd. LLC 0.05% No change 5,262 $418K
Sherbrooke Park Advisers LLC 0.10% New 5,217 $415K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.6% 5,088 $405K
ARGA Investment Management, LP 0.01% No change 5,087 $405K
Evergreen Capital Management LLC 0.01% Reduce -1.3% 5,084 $404K
Peapack Gladstone Financial Corp. 0.01% No change 4,746 $377K
US Bancorp \de 0.00% Add +40.3% 4,704 $374K
Oppenheimer Asset Management Inc. 0.00% Add +5.3% 4,647 $370K
Pallas Capital Advisors LLC 0.02% New 4,248 $362K
Front Row Advisors LLC 0.13% Reduce -1.4% 4,485 $357K
Orion Porfolio Solutions, LLC 0.00% Reduce -15.2% 4,414 $351K
Orion Portfolio Solutions, LLC 0.00% Reduce -15.2% 4,414 $351K
Caption Management, LLC 0.04% New 4,400 $350K
Axq Capital, LP 0.11% New 4,399 $350K
Crossmark Global Holdings, Inc. 0.01% Add +6.5% 4,102 $326K
Federated Hermes, Inc. 0.00% New 4,064 $323K
Quadrant Capital Group LLC 0.02% Add +0.7% 4,062 $323K
Mackenzie Financial Corp. 0.00% Reduce -70.3% 3,972 $316K
Panagora Asset Management Inc. 0.00% Reduce -6.4% 3,921 $312K
Cetera Investment Advisers 0.00% Reduce -15.0% 3,808 $303K
Raymond James Trust N.A. 0.01% Add +8.6% 3,710 $295K
Diametric Capital, LP 0.14% New 3,624 $288K
Captrust Financial Advisors 0.00% New 3,529 $281K
D.A. Davidson & Co. 0.00% New 3,480 $277K
Coldstream Capital Management Inc. 0.01% Reduce -6.3% 3,358 $267K
Bessemer Group Inc. 0.00% Add +9.1% 3,283 $261K
Counterpoint Mutual Funds LLC 0.05% New 3,198 $254K
Shelton Capital Management 0.01% No change 3,141 $250K
Sigma Planning Corp 0.01% Add +0.0% 3,108 $247K
Raymond James Financial Services Advisors, Inc. 0.00% Add +7.7% 3,005 $239K
Freedom Investment Management, Inc. 0.02% Reduce -9.7% 2,983 $237K
CIBC Asset Management Inc 0.00% Reduce -1.6% 2,962 $236K
Sage Rhino Capital LLC 0.05% Reduce -1.0% 2,888 $230K
Sequoia Financial Advisors, LLC 0.00% Reduce -3.5% 2,881 $229K
Procyon Advisors, LLC 0.02% Reduce -5.8% 2,845 $226K
Virtu Financial LLC 0.01% New 2,820 $224K
DekaBank Deutsche Girozentrale 0.00% Reduce -37.6% 2,933 $223K
Utah Retirement Systems 0.00% No change 2,800 $223K
&partners 0.00% New 2,756 $219K
Oppenheimer & Co. Inc. 0.00% New 2,648 $211K
TD Asset Management Inc 0.00% Reduce -46.9% 2,600 $207K
Prudential Financial Inc. 0.00% Reduce -57.6% 2,565 $204K
Mercer Global Advisors Inc. 0.00% New 2,563 $202K
Commerce Bank 0.00% Reduce -20.5% 2,526 $201K
SOA Wealth Advisors, LLC. 0.04% No change 2,488 $198K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.6% 2,344 $186K
Corebridge Financial, Inc. 0.00% Reduce -9.8% 2,330 $185K
HM Payson & Co. 0.00% Add +1.4% 2,027 $161K
Oakworth Capital, Inc. 0.01% No change 2,000 $159K
GAMMA Investing LLC 0.02% Add +64.0% 1,909 $152K
Catalyst Funds Management Pty Ltd 0.03% Reduce -25.0% 1,800 $143K
Key Financial Inc 0.03% No change 1,715 $136K
Osaic Holdings, Inc. 0.00% Add +149.5% 1,689 $134K
Johnson Financial Group, Inc. 0.01% No change 1,600 $127K
KBC Group NV 0.00% Add +26.5% 1,558 $124K
Parkside Financial Bank & Trust 0.02% Add +4.8% 1,517 $121K
Evergreen Private Wealth LLC 0.05% No change 1,372 $109K
Danske Bank A/S 0.00% Add +200.0% 1,200 $95K
Quent Capital, LLC 0.01% Reduce -6.9% 1,066 $85K
Versant Capital Management, Inc 0.02% Reduce -0.8% 1,045 $83K
Fifth Third Bancorp 0.00% Add +3.5% 925 $74K
MetLife Investment Management, LLC 0.00% Reduce -4.1% 910 $72K
M&R Capital Management Inc. 0.01% No change 800 $64K
Earned Wealth Advisors, LLC 0.02% New 750 $60K
Blue Trust, Inc. 0.00% Add +155.8% 637 $49K
Farther Finance Advisors, LLC 0.00% Add +183.8% 596 $47K
Concourse Financial Group Securities, Inc. 0.00% Reduce -5.4% 582 $46K
Allworth Financial LP 0.00% Reduce -6.7% 504 $40K
Smartleaf Asset Management LLC 0.00% Add +0.2% 494 $39K
Assetmark, Inc. 0.00% Add +66.5% 493 $39K
True Wealth Design, LLC 0.01% New 479 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 470 $37K
Gladius Capital Management LP 0.02% New 390 $31K
Covestor Ltd 0.02% Reduce -49.9% 392 $31K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 375 $29K
Venturi Wealth Management, LLC 0.00% Reduce -8.3% 341 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.8% 322 $26K
Hemington Wealth Management 0.01% New 296 $24K
Parallel Advisors, LLC 0.00% No change 299 $24K
LGT Financial Advisors LLC 0.06% No change 296 $24K
Northwestern Mutual Wealth Management Co. 0.00% No change 292 $23K
V-Square Quantitative Management LLC 0.00% New 290 $23K
Smithfield Trust Co 0.00% No change 260 $21K
Brooklyn Investment Group 0.01% New 239 $19K
State of Wyoming 0.00% Reduce -81.7% 229 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +36.8% 227 $18K
Peregrine Capital Management LLC 0.00% No change 218 $17K
Mather Group, Llc. 0.00% Add +97.2% 211 $17K
Naples Money Management LLC 0.01% No change 200 $16K
Wilmington Savings Fund Society, FSB 0.00% New 189 $15K
Hexagon Capital Partners LLC 0.00% Add +3.4% 182 $14K
DT Investment Partners, LLC 0.00% No change 156 $12K
Signaturefd, LLC 0.00% No change 156 $12K
Arax Advisory Partners 0.00% New 146 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 125 $10K
UMB Bank, n.a. 0.00% Add +143.1% 124 $10K
Red Tortoise LLC 0.00% No change 114 $9K
Private Trust Co. NA 0.00% Reduce -16.3% 113 $9K
Principal Securities, Inc. 0.00% Reduce -17.2% 111 $9K
Beacon Capital Management, LLC 0.00% New 106 $8K
Clearstead Advisors, LLC 0.00% No change 96 $8K
Geneos Wealth Management Inc. 0.00% New 91 $7K
Princeton Global Asset Management LLC 0.00% No change 90 $7K
Lindbrook Capital, LLC 0.00% No change 83 $7K
Jones Financial Companies LLLP 0.00% Add +41.1% 79 $6K
Ashton Thomas Securities, LLC 0.00% New 78 $6K
Private Wealth Management Group, LLC 0.00% No change 74 $6K
JFS Wealth Advisors, LLC 0.00% Add +2.8% 73 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 70 $6K
Global Retirement Partners, LLC 0.00% No change 62 $5K
CENTRAL TRUST Co 0.00% Add +24.5% 61 $5K
NewEdge Advisors, LLC 0.00% No change 59 $5K
Tucker Asset Management LLC 0.00% No change 55 $4K
Gen-Wealth Partners Inc 0.00% New 46 $4K
Westend Capital Management, LLC 0.00% No change 47 $4K
Brown Brothers Harriman & Co. 0.00% New 43 $3K
Farmers & Merchants Investments Inc. 0.00% No change 38 $3K
IFP Advisors, Inc 0.00% Reduce -59.8% 33 $3K
Allspring Global Investments Holdings, LLC 0.00% No change 30 $2K
Bell Investment Advisors, Inc 0.00% No change 29 $2K
CVA Family Office, LLC 0.00% No change 27 $2K
Larson Financial Group LLC 0.00% Add +400.0% 25 $2K
SJS Investment Consulting Inc. 0.00% No change 24 $2K
Albion Financial Group 0.00% No change 24 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Clean Yield Group 0.00% New 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 17 $1K
First Horizon Advisors, Inc. 0.00% No change 17 $1K
Bruce G. Allen Investments, LLC 0.00% New 14 $1K
Rothschild Investment LLC 0.00% No change 10 $795
Sachetta, LLC 0.00% No change 9 $716
Mendota Financial Group, LLC 0.00% New 4 $319
TFC Financial Management, Inc. 0.00% New 1 $80

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