Assured GuarantyAGO

13F holders, Q1 2025 (March 31)
331holders +9
45new positions
34sold out
8famous investors
$83.76avg. 13F price*

At the end of Q1 2025, 331 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, up 9 from Q4 2024. 45 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($579.8M), BlackRock, Inc. ($542.9M) and Wellington Management Group LLP ($378.0M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions45$36.7M
Exits34$50.0M

All 13F filers, Q4 2024 → Q1 2025: 2,264,092 shares bought and 3,124,315 shares sold, net −860,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

Vanguard Group Inc. 0.01% Reduce -0.8% 6,581,102 $579.8M
BlackRock, Inc. 0.01% Reduce -3.0% 6,161,973 $542.9M
Wellington Management Group LLP 0.07% Reduce -4.5% 4,290,819 $378.0M
Dimensional Fund Advisors LP 0.08% Reduce -4.6% 3,615,070 $318.5M
State Street Corp. 0.01% Reduce -1.9% 1,896,585 $167.1M
First Trust Advisors LP 0.10% Add +171.0% 1,325,057 $116.7M
Reinhart Partners, Llc. 3.64% Add +12.8% 1,134,810 $100.0M
River Road Asset Management, LLC 1.36% Add +1.4% 1,131,771 $99.7M
Fuller & Thaler Asset Management, Inc. 0.36% Reduce -0.6% 1,053,347 $92.8M
American Century Companies Inc. 0.05% Add +12.1% 1,012,552 $89.2M
Royce & Associates LP 0.96% Add +1.1% 1,000,760 $88.2M
Nuveen, LLC 0.02% — 3,332,935 $81.5M
Principal Financial Group Inc. 0.04% Reduce -3.2% 891,704 $78.6M
Geode Capital Management, LLC 0.01% Add +3.0% 821,722 $72.4M
Boston Partners 0.08% Reduce -0.8% 800,569 $70.1M
AQR Capital Management 0.06% Reduce -32.1% 677,114 $59.1M
Morgan Stanley 0.00% Add +10.6% 617,652 $54.4M
Allianz Asset Management GmbH 0.08% Reduce -18.8% 584,187 $51.5M
Northern Trust Corp. 0.01% Add +9.1% 581,921 $51.3M
Norges Bank 0.01% Add +2.0% 571,582 $50.4M
Brown Advisory Inc. 0.07% Reduce -15.7% 529,441 $46.6M
Bank of New York Mellon Corp 0.01% Reduce -5.6% 395,362 $34.8M
Goldman Sachs Group Inc. 0.01% Reduce -0.9% 393,394 $34.7M
Franklin Resources Inc. 0.01% Reduce -16.5% 379,200 $33.4M
Ameriprise Financial Inc. 0.01% Reduce -3.7% 347,369 $30.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -24.6% 329,764 $29.1M
Invesco Ltd. 0.01% Reduce -30.7% 318,435 $28.1M
Pine Valley Investments Ltd Liability Co 1.70% No change 301,062 $26.5M
Raymond James Financial Inc. 0.01% Reduce -3.9% 299,703 $26.4M
UBS Group AG 0.01% Add +6.4% 296,799 $26.1M
LRI Investments, LLC 2.49% Reduce -0.2% 292,429 $25.8M
Long Focus Capital Management, LLC 1.68% Add +1.8% 280,000 $24.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +7.3% 238,638 $21.0M
Bank of America Corp. 0.00% Add +30.8% 189,389 $16.7M
California Public Employees Retirement System 0.01% Reduce -6.0% 186,233 $16.4M
Kahn Brothers Group Inc. 3.31% Reduce -35.0% 185,631 $16.4M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -35.7% 176,512 $15.6M
Public Sector Pension Investment Board 0.07% Add +47.9% 176,354 $15.5M
Gotham Asset Management 0.13% Reduce -6.0% 172,350 $15.2M
Philadelphia Financial Management of San Francisco, LLC 3.23% Reduce -28.5% 164,818 $14.5M
Intech Investment Management LLC 0.15% Reduce -2.7% 163,584 $14.4M
Clearbridge Investments, LLC 0.01% Reduce -15.7% 157,624 $13.9M
Legal & General Group Plc 0.00% Reduce -2.4% 154,697 $13.6M
Russell Investments Group, Ltd. 0.02% Add +14.5% 136,819 $12.1M
Brandywine Global Investment Management, LLC 0.09% Reduce -3.7% 136,566 $12.0M
Cambria Investment Management, L.P. 0.83% Reduce -9.2% 135,814 $12.0M
Qube Research & Technologies Ltd 0.02% Reduce -44.4% 132,678 $11.7M
BNP Paribas Financial Markets 0.01% Add +35.0% 127,161 $11.2M
Cerity Partners LLC 0.02% Reduce -30.8% 121,270 $10.7M
JPMorgan Chase & Co. 0.00% Reduce -23.7% 118,723 $10.5M
Rhumbline Advisers 0.01% Reduce -4.8% 113,647 $10.0M
D. E. Shaw & Co. 0.01% Reduce -12.3% 103,768 $9.1M
Harbor Capital Advisors, Inc. 0.42% Add +22.7% 103,589 $9.1M
Wells Fargo & Company 0.00% Reduce -10.6% 96,329 $8.5M
Swiss National Bank 0.01% Reduce -4.8% 93,700 $8.3M
Citadel Advisors 0.01% Add +588.0% 88,487 $7.8M
Quantinno Capital Management LP 0.05% Add +92.0% 87,681 $7.7M
Manufacturers Life Insurance Company, The 0.01% Add +0.0% 85,740 $7.6M
Tudor Investment Corporation 0.06% New 81,588 $7.2M
Envestnet Asset Management Inc. 0.00% Add +7.9% 79,865 $7.0M
Bridgewater Associates 0.03% Reduce -18.6% 79,865 $7.0M
Alliancebernstein L.P. 0.00% Reduce -9.1% 76,787 $6.8M
FMR LLC 0.00% Add +0.0% 76,405 $6.7M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -42.3% 70,897 $6.2M
Robeco Institutional Asset Management B.V. 0.01% Add +41.7% 70,622 $6.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +70.6% 69,124 $6.1M
Jane Street Group, LLC 0.01% Add +48.5% 68,740 $6.1M
Jacobs Levy Equity Management, Inc. 0.02% New 67,193 $5.9M
Schroder Investment Management Group 0.01% Reduce -40.4% 67,105 $5.9M
Amundi 0.00% Reduce -7.2% 68,923 $5.8M
Victory Capital Management Inc. 0.01% Add +96.1% 64,861 $5.7M
State Board of Administration of Florida Retirement System 0.01% No change 64,468 $5.7M
Man Group plc 0.02% Reduce -1.0% 60,484 $5.3M
EULAV Asset Management 0.13% No change 60,000 $5.3M
Royal Bank of Canada 0.00% Add +61.6% 59,010 $5.2M
STRS Ohio 0.02% Add +108.5% 54,201 $4.8M
De Lisle Partners LLP 0.73% Add +8.8% 49,721 $4.4M
Edgestream Partners, L.P. 0.14% Add +44.5% 47,540 $4.2M
California State Teachers Retirement System 0.01% Reduce -1.1% 46,280 $4.1M
State of Alaska, Department of Revenue 0.05% Reduce -1.5% 45,500 $4.0M
Citigroup Inc. 0.00% Add +14.7% 44,622 $3.9M
State of Wisconsin Investment Board 0.01% Reduce -2.5% 42,679 $3.8M
HSBC Holdings PLC 0.00% Add +479.3% 41,032 $3.6M
Vest Financial, LLC 0.05% New 38,969 $3.4M
LPL Financial LLC 0.00% Reduce -2.7% 35,462 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -36.1% 35,129 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 34,882 $3.1M
VELA Investment Management, LLC 1.04% No change 34,428 $3.0M
Zacks Investment Management 0.03% New 33,502 $3.0M
New York State Common Retirement Fund 0.00% No change 33,403 $2.9M
Exchange Traded Concepts, LLC 0.05% Reduce -7.9% 32,997 $2.9M
Barclays PLC 0.00% Reduce -34.8% 32,507 $2.9M
Lombard Odier Asset Management (USA) Corp 1.16% Reduce -9.2% 31,467 $2.8M
Lighthouse Investment Partners, LLC 0.12% Reduce -35.5% 30,318 $2.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 29,800 $2.6M
Twinbeech Capital LP 0.05% New 29,440 $2.6M
Verdence Capital Advisors LLC 0.20% No change 28,993 $2.6M
Decker Retirement Planning Inc. 1.59% New 28,970 $2.6M
Millennium Management 0.00% Reduce -41.9% 28,888 $2.5M
Hancock Whitney Corp. 0.07% Add +3.0% 25,202 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -8.2% 24,985 $2.2M
Mackenzie Financial Corp. 0.00% Add +19.7% 24,405 $2.2M
New York State Teachers Retirement System 0.00% Reduce -3.0% 23,049 $2.0M
Natixis Advisors, LLC 0.00% Reduce -0.3% 23,031 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -2.6% 22,500 $2.0M
Treasurer of the State of North Carolina 0.01% Add +0.6% 22,238 $2.0M
Sapience Investments, LLC 1.34% Reduce -15.4% 21,364 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.1% 21,305 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -3.2% 21,300 $1.9M
Janus Henderson Group PLC 0.00% Reduce -13.3% 20,865 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 19,506 $1.7M
TCW Group Inc. 0.02% Reduce -0.9% 19,129 $1.7M
M&T Bank Corp 0.01% Reduce -11.2% 19,104 $1.7M
RBF Capital, LLC 0.10% No change 18,000 $1.6M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.8% 17,947 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 17,849 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 17,841 $1.6M
Ieq Capital, LLC 0.01% Reduce -55.3% 17,077 $1.5M
Bank of Montreal 0.00% Add +12.2% 16,573 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -14.6% 16,339 $1.4M
Engineers Gate Manager LP 0.02% New 16,101 $1.4M
Public Employees Retirement System of Ohio 0.01% Reduce -12.5% 16,012 $1.4M
Cary Street Partners Financial LLC 0.04% Reduce -0.1% 15,000 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% New 14,812 $1.3M
Squarepoint Ops LLC 0.00% New 14,614 $1.3M
Amalgamated Bank 0.01% Reduce -3.9% 14,501 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -17.0% 14,150 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -56.4% 14,100 $1.2M
Pathstone Holdings, LLC 0.01% Add +3.2% 13,898 $1.2M
Arizona State Retirement System 0.01% Reduce -4.4% 13,871 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.0% 13,850 $1.2M
Cwm, LLC 0.00% Reduce -10.4% 13,651 $1.2M
Handelsbanken Fonder AB 0.00% No change 13,004 $1.1M
Quadrant Capital Group LLC 0.04% Add +211.8% 12,858 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.7% 12,839 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -1.4% 12,536 $1.1M
Tidal Investments LLC 0.01% Add +15.5% 12,421 $1.1M
Creative Planning 0.00% Reduce -1.6% 12,018 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -36.1% 11,923 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -12.3% 11,762 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.0% 11,445 $1.0M
Stifel Financial Corp. 0.00% Reduce -3.9% 11,066 $975K
Chou Associates Management Inc. 0.53% No change 10,990 $968K
Oregon Public Employees Retirement Fund 0.02% Reduce -2.4% 10,982 $968K
Mraz, Amerine & Associates, Inc. 0.17% Reduce -7.3% 11,021 $961K
Sanctuary Advisors, LLC 0.01% Reduce -46.0% 10,873 $958K
Sei Investments Co. 0.00% Reduce -3.6% 10,528 $927K
James Investment Research, Inc. 0.12% No change 10,365 $913K
Deutsche Bank AG 0.00% Add +25.2% 9,910 $873K
US Bancorp \de 0.00% Add +2.1% 9,773 $861K
Neuberger Berman Group LLC 0.00% Add +25.0% 9,419 $830K
PEAK6 LLC 0.03% Add +99.8% 9,251 $815K
HighTower Advisors, LLC 0.00% Reduce -13.3% 8,742 $770K
Corient Private Wealth LP 0.00% Reduce -50.6% 8,711 $767K
Toronto Dominion Bank 0.00% New 8,575 $755K
PNC Financial Services Group, Inc. 0.00% Reduce -9.1% 8,312 $732K
Lazard Asset Management LLC 0.00% Reduce -57.2% 8,025 $706K
Pictet Asset Management Holding SA 0.00% Add +0.7% 7,943 $699K
Voya Investment Management LLC 0.00% Add +2.1% 7,717 $680K
Invst, LLC 0.09% New 7,590 $669K
Ethic Inc. 0.01% Add +102.7% 7,224 $636K
Teacher Retirement System of Texas 0.00% New 7,085 $624K
Renaissance Technologies 0.00% Add +106.2% 7,000 $617K
Inceptionr LLC 0.18% New 6,988 $616K
Mutual of America Capital Management LLC 0.01% Reduce -3.9% 6,965 $614K
ARGA Investment Management, LP 0.02% No change 6,852 $604K
Simplex Trading, LLC 0.02% New 6,484 $571K
Aquatic Capital Management LLC 0.01% Add +3654.7% 6,458 $569K
Evergreen Capital Management LLC 0.02% Add +19.4% 6,215 $548K
Public Employees Retirement Association of Colorado 0.00% No change 6,082 $536K
Commonwealth Equity Services, LLC 0.00% Add +7.6% 6,054 $533K
Sterling Capital Management LLC 0.01% Reduce -4.5% 5,992 $528K
Nisa Investment Advisors, LLC 0.00% Add +2.2% 5,827 $513K
&partners 0.01% Add +2.8% 5,701 $497K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.3% 5,592 $493K
Wolverine Trading, LLC 0.01% New 5,378 $469K
Capital Advisors, Ltd. LLC 0.06% No change 5,262 $464K
Cetera Investment Advisers 0.00% Add +28.0% 5,214 $459K
Mariner, LLC 0.00% Reduce -14.8% 5,138 $453K
Oppenheimer Asset Management Inc. 0.01% Add +1.3% 4,995 $440K
Counterpoint Mutual Funds LLC 0.06% New 4,845 $427K
Magnetar Financial LLC 0.01% New 4,735 $417K
Captrust Financial Advisors 0.00% Reduce -20.0% 4,609 $406K
Front Row Advisors LLC 0.15% No change 4,485 $395K
Quadrature Capital Ltd 0.01% New 4,248 $374K
Choreo, LLC 0.01% Add +3.2% 4,238 $373K
Shell Asset Management Co. 0.02% Reduce -37.0% 4,216 $371K
Mercer Global Advisors Inc. 0.00% Add +0.9% 4,144 $365K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.7% 3,999 $352K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.7% 3,999 $352K
Pallas Capital Advisors LLC 0.01% Reduce -7.0% 3,988 $351K
Praxis Investment Management Inc. 0.02% No change 3,960 $349K
Panagora Asset Management Inc. 0.00% No change 3,900 $344K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 3,892 $343K
Verition Fund Management LLC 0.00% Reduce -85.6% 3,771 $332K
Prudential Financial Inc. 0.00% Add +33.5% 3,305 $300K
CIBC Asset Management Inc 0.00% Reduce -2.0% 3,337 $294K
Peapack Gladstone Financial Corp. 0.00% Reduce -29.0% 3,238 $285K
United Services Automobile Association 0.01% New 3,266 $285K
Ballentine Partners, LLC 0.00% New 3,228 $284K
Bessemer Group Inc. 0.00% Add +0.1% 3,170 $280K
Sigma Planning Corp 0.01% No change 3,108 $274K
Two Sigma Advisers, LP 0.00% New 3,100 $273K
Procyon Advisors, LLC 0.02% Add +12.9% 3,068 $270K
DekaBank Deutsche Girozentrale 0.00% No change 2,933 $266K
XTX Topco Ltd 0.01% Add +8.6% 3,006 $265K
Group One Trading LLC 0.01% New 2,872 $253K
HB Wealth Management, LLC 0.00% Add +5.8% 2,862 $252K
Shelton Capital Management 0.01% Reduce -3.8% 2,821 $249K
Sage Rhino Capital LLC 0.06% Reduce -0.1% 2,796 $246K
Freedom Investment Management, Inc. 0.02% Add +6.2% 2,781 $245K
Focus Partners Wealth 0.00% Reduce -1.6% 2,774 $244K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.5% 2,764 $244K
Coldstream Capital Management Inc. 0.01% Reduce -3.4% 2,754 $243K
GAMMA Investing LLC 0.02% Add +2.5% 2,726 $240K
Oppenheimer & Co. Inc. 0.00% Add +1.8% 2,705 $238K
O'shaughnessy Asset Management, LLC 0.00% Add +12.7% 2,681 $236K
Cresset Asset Management, LLC 0.00% Reduce -17.4% 2,614 $230K
Utah Retirement Systems 0.00% Reduce -7.0% 2,604 $229K
Forum Financial Management, LP 0.00% No change 2,571 $227K
Farringdon Capital, Ltd. 0.11% New 2,543 $224K
Commerce Bank 0.00% No change 2,526 $223K
KBC Group NV 0.00% Add +25.6% 2,516 $222K
Two Sigma Securities, LLC 0.03% New 2,509 $221K
Shay Capital LLC 0.06% New 2,500 $220K
SOA Wealth Advisors, LLC. 0.05% No change 2,488 $219K
Versant Capital Management, Inc 0.04% Add +117.2% 2,482 $219K
Meeder Advisory Services, Inc. 0.01% New 2,471 $218K
Scientech Research LLC 0.06% New 2,400 $211K
Xponance LLC 0.00% Reduce -10.7% 2,347 $207K
Caprock Group, LLC 0.01% New 2,333 $206K
EntryPoint Capital, LLC 0.09% New 2,324 $205K
Summit Financial, LLC 0.01% New 2,301 $203K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,265 $200K
Parkside Financial Bank & Trust 0.02% Add +13.8% 2,155 $190K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.09% Add +3740.7% 2,074 $183K
HM Payson & Co. 0.00% No change 2,027 $179K
Jones Financial Companies LLLP 0.00% Add +35.7% 2,031 $177K
SG Americas Securities, LLC 0.00% New 1,920 $169K
Corebridge Financial, Inc. 0.00% Reduce -8.1% 1,871 $165K
New Age Alpha Advisors, LLC 0.01% Add +3.5% 1,729 $152K
Key Financial Inc 0.03% No change 1,715 $151K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.1% 1,676 $148K
Johnson Financial Group, Inc. 0.01% No change 1,600 $141K
Osaic Holdings, Inc. 0.00% Reduce -10.1% 1,562 $138K
Farther Finance Advisors, LLC 0.00% Add +554.2% 1,544 $136K
State of Wyoming 0.02% Add +583.3% 1,517 $134K
Smartleaf Asset Management LLC 0.01% Reduce -4.6% 1,454 $127K
Evergreen Private Wealth LLC 0.06% No change 1,372 $121K
Headlands Technologies LLC 0.01% New 1,185 $104K
Quent Capital, LLC 0.01% Reduce -4.2% 1,021 $90K
Fifth Third Bancorp 0.00% Add +9.2% 939 $83K
MetLife Investment Management, LLC 0.00% Reduce -1.0% 873 $77K
MAI Capital Management 0.00% No change 787 $69K
Allworth Financial LP 0.00% Add +27.6% 717 $62K
Assetmark, Inc. 0.00% Add +15.7% 655 $58K
Blue Trust, Inc. 0.00% Add +20.4% 583 $51K
Covestor Ltd 0.03% Reduce -34.0% 539 $48K
True Wealth Design, LLC 0.02% Add +2.5% 542 $48K
Nomura Asset Management Co. Ltd. 0.00% No change 470 $41K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.6% 435 $38K
Huntington National Bank 0.00% New 373 $33K
MassMutual Private Wealth & Trust, FSB 0.00% No change 333 $29K
Hemington Wealth Management 0.00% Add +2.5% 328 $28K
V-Square Quantitative Management LLC 0.00% No change 290 $26K
Arax Advisory Partners 0.00% Add +87.0% 273 $24K
Smithfield Trust Co 0.00% No change 260 $23K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.7% 252 $22K
Hexagon Capital Partners LLC 0.00% Add +14.7% 226 $20K
Parallel Advisors, LLC 0.00% Reduce -38.5% 224 $20K
Peregrine Capital Management LLC 0.00% No change 218 $19K
Mather Group, Llc. 0.00% No change 202 $18K
Brooklyn Investment Group 0.00% Reduce -37.6% 189 $17K
Wilmington Savings Fund Society, FSB 0.00% No change 189 $17K
UMB Bank, n.a. 0.00% Add +48.7% 177 $16K
Signaturefd, LLC 0.00% Add +0.6% 169 $15K
DT Investment Partners, LLC 0.00% No change 156 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 156 $14K
IFP Advisors, Inc 0.00% Add +50.5% 152 $13K
Private Trust Co. NA 0.00% Add +20.4% 136 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $12K
Red Tortoise LLC 0.01% No change 114 $10K
Principal Securities, Inc. 0.00% No change 104 $9K
SVB Wealth LLC 0.00% New 105 $9K
Geneos Wealth Management Inc. 0.00% Add +11.0% 101 $9K
Caitong International Asset Management Co., Ltd 0.01% Add +84.9% 98 $9K
Clearstead Advisors, LLC 0.00% No change 96 $8K
Lindbrook Capital, LLC 0.00% Add +9.4% 93 $8K
Whipplewood Advisors, LLC 0.00% Add +15.5% 97 $7K
WPG Advisers, LLC 0.01% No change 76 $7K
Private Wealth Management Group, LLC 0.00% No change 74 $7K
JFS Wealth Advisors, LLC 0.00% No change 73 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
CENTRAL TRUST Co 0.00% No change 61 $5K
NewEdge Advisors, LLC 0.00% No change 58 $5K
Spire Wealth Management 0.00% No change 54 $5K
Westend Capital Management, LLC 0.00% No change 47 $4K
Gen-Wealth Partners Inc 0.00% No change 46 $4K
Cornerstone Planning Group LLC 0.00% New 46 $4K
Bell Investment Advisors, Inc 0.00% No change 44 $4K
Brown Brothers Harriman & Co. 0.00% No change 43 $4K
Grove Bank & Trust 0.00% No change 37 $3K
Cary Street Partners Investment Advisory LLC 0.00% Add +73.7% 33 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -14.3% 30 $3K
Larson Financial Group LLC 0.00% Add +20.0% 30 $3K
Whittier Trust Co. of Nevada Inc. 0.00% New 28 $2K
CVA Family Office, LLC 0.00% No change 27 $2K
Albion Financial Group 0.00% No change 24 $2K
High Note Wealth, LLC 0.00% No change 24 $2K
Bare Financial Services, Inc 0.00% New 22 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
SJS Investment Consulting Inc. 0.00% No change 21 $2K
Bruce G. Allen Investments, LLC 0.00% Add +5.3% 20 $2K
Garde Capital, Inc. 0.00% New 20 $2K
Clean Yield Group 0.00% No change 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $1K
First Horizon Advisors, Inc. 0.00% No change 17 $1K
Colonial Trust Co / SC 0.00% Reduce -93.4% 16 $1K
Harbour Investments, Inc. 0.00% New 15 $1K
Global Financial Private Client, LLC 0.00% Add +160.0% 13 $1K
Rothschild Investment LLC 0.00% No change 10 $881
Sachetta, LLC 0.00% No change 9 $793
Rialto Wealth Management, LLC 0.00% New 6 $529
CoreCap Advisors, LLC 0.00% New 5 $440
CIBC Private Wealth Group LLC 0.00% New 5 $387
Abound Wealth Management 0.00% No change 3 $265
Parkworth Wealth Management, Inc. 0.00% No change 3 $264
HFM Investment Advisors, LLC 0.00% — 2 $177
Bay Harbor Wealth Management, LLC 0.00% New 2 $176
TFC Financial Management, Inc. 0.00% No change 1 $89
Hantz Financial Services, Inc. 0.00% New 5 $0

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