Assured GuarantyAGO

13F holders, Q3 2025 (September 30)
336holders −13
42new positions
54sold out
8famous investors
$84.64avg. 13F price*

At the end of Q3 2025, 336 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, down 13 from Q2 2025. 42 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($535.9M), BlackRock, Inc. ($468.1M) and Dimensional Fund Advisors LP ($285.7M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset 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 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$43.5M
Exits54$54.5M

All 13F filers, Q2 2025 → Q3 2025: 2,086,663 shares bought and 3,255,030 shares sold, net −1,168,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

Vanguard Group Inc. 0.01% Reduce -3.1% 6,331,331 $535.9M
BlackRock, Inc. 0.01% Reduce -2.7% 5,530,012 $468.1M
Dimensional Fund Advisors LP 0.06% Reduce -1.4% 3,374,900 $285.7M
Wellington Management Group LLP 0.04% Reduce -17.5% 2,436,232 $206.2M
River Road Asset Management, LLC 1.75% Add +2.9% 1,843,552 $156.1M
State Street Corp. 0.00% Reduce -5.4% 1,678,300 $142.1M
First Trust Advisors LP 0.08% Add +12.2% 1,333,024 $112.8M
American Century Companies Inc. 0.05% Add +8.8% 1,145,054 $96.9M
Reinhart Partners, Llc. 3.11% Reduce -0.7% 1,130,347 $95.7M
Royce & Associates LP 0.87% Add +7.1% 1,035,827 $87.7M
Fuller & Thaler Asset Management, Inc. 0.29% Reduce -0.2% 996,412 $84.3M
Principal Financial Group Inc. 0.04% Reduce -5.0% 825,513 $69.9M
Boston Partners 0.07% Reduce -0.9% 791,181 $66.8M
Geode Capital Management, LLC 0.00% Reduce -0.9% 780,675 $66.1M
Morgan Stanley 0.00% Reduce -6.2% 651,968 $55.2M
AQR Capital Management 0.03% Add +25.0% 540,800 $45.8M
Raymond James Financial Inc. 0.01% Add +6.3% 511,950 $43.3M
Brown Advisory Inc. 0.05% Reduce -3.0% 488,281 $41.3M
Northern Trust Corp. 0.01% Reduce -2.0% 482,149 $40.8M
Goldman Sachs Group Inc. 0.01% Add +2.3% 410,087 $34.7M
Qube Research & Technologies Ltd 0.05% Add +5.8% 388,068 $32.8M
Bank of New York Mellon Corp 0.01% Reduce -5.1% 347,386 $29.4M
Ameriprise Financial Inc. 0.01% Add +0.7% 341,202 $28.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.7% 321,518 $27.2M
Long Focus Capital Management, LLC 1.55% Add +14.3% 320,000 $27.1M
Franklin Resources Inc. 0.01% Reduce -23.8% 319,558 $27.1M
Pine Valley Investments Ltd Liability Co 1.33% New 300,957 $25.5M
LRI Investments, LLC 2.06% Reduce -0.1% 296,746 $25.1M
Quantinno Capital Management LP 0.06% Add +103.1% 275,049 $23.3M
UBS Group AG 0.00% Reduce -10.4% 269,211 $22.8M
Bank of America Corp. 0.00% Add +39.5% 259,990 $22.0M
Tudor Investment Corporation 0.13% Reduce -18.0% 222,930 $18.9M
Allianz Asset Management GmbH 0.02% Reduce -45.5% 213,157 $18.0M
Public Sector Pension Investment Board 0.06% Add +7.5% 193,640 $16.4M
Invesco Ltd. 0.00% Reduce -13.4% 191,524 $16.2M
Gotham Asset Management 0.07% Add +10.2% 185,969 $15.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +18.9% 170,697 $14.4M
D. E. Shaw & Co. 0.01% Add +37.5% 170,542 $14.4M
Cerity Partners LLC 0.02% Add +218.1% 162,615 $13.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -37.7% 158,530 $13.4M
Two Sigma Investments, LP 0.02% Add +285.8% 155,215 $13.1M
California Public Employees Retirement System 0.01% Reduce -9.6% 151,899 $12.9M
Bridgewater Associates 0.05% Add +19.4% 144,023 $12.2M
Intech Investment Management LLC 0.10% Reduce -8.4% 136,649 $11.6M
Legal & General Group Plc 0.00% Reduce -10.1% 136,520 $11.6M
Clearbridge Investments, LLC 0.01% Add +4.0% 136,250 $11.5M
Russell Investments Group, Ltd. 0.01% Add +2.9% 128,269 $10.9M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.7% 126,563 $10.7M
Capitolis Liquid Global Markets LLC 0.08% Add +49.9% 120,800 $10.2M
Wells Fargo & Company 0.00% Add +3.8% 114,617 $9.7M
Cambria Investment Management, L.P. 0.59% Reduce -6.6% 114,147 $9.7M
Millennium Management 0.01% Add +3.1% 111,841 $9.5M
Robeco Institutional Asset Management B.V. 0.01% Add +2.2% 110,770 $9.4M
Rhumbline Advisers 0.01% Reduce -1.3% 106,590 $9.0M
JPMorgan Chase & Co. 0.00% Reduce -43.2% 96,671 $8.2M
Swiss National Bank 0.00% Reduce -0.2% 90,400 $7.7M
Citadel Advisors 0.01% Reduce -15.1% 86,949 $7.4M
Victory Capital Management Inc. 0.00% Add +31.4% 86,936 $7.4M
BNP Paribas Financial Markets 0.01% Reduce -16.1% 86,250 $7.3M
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 85,858 $7.3M
Nuveen, LLC 0.00% Reduce -0.6% 81,650 $6.9M
Hotchkis & Wiley Capital Management LLC 0.02% Add +9.4% 80,255 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.4% 79,662 $6.7M
HSBC Holdings PLC 0.00% Add +363.3% 77,587 $6.5M
FMR LLC 0.00% Reduce -2.5% 74,368 $6.3M
WINTON GROUP Ltd 0.23% New 73,052 $6.2M
Deutsche Bank AG 0.00% Reduce -65.3% 72,439 $6.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.8% 63,432 $5.4M
Renaissance Technologies 0.01% Reduce -47.6% 62,900 $5.3M
Alliancebernstein L.P. 0.00% Reduce -20.1% 61,908 $5.2M
Vest Financial, LLC 0.07% Add +22.8% 60,757 $5.1M
EULAV Asset Management 0.12% No change 60,000 $5.1M
Capital Fund Management S.A. 0.05% Add +41.0% 58,023 $4.9M
Amundi 0.00% Add +1.5% 57,531 $4.8M
HRT Financial LP 0.02% Reduce -36.9% 56,076 $4.7M
Verition Fund Management LLC 0.03% Add +376.7% 52,325 $4.4M
De Lisle Partners LLP 0.52% No change 49,721 $4.2M
Stifel Financial Corp. 0.00% Add +308.7% 47,557 $4.0M
Man Group plc 0.01% Reduce -49.6% 47,501 $4.0M
Lombard Odier Asset Management (USA) Corp 1.07% Add +18.3% 47,480 $4.0M
California State Teachers Retirement System 0.00% Add +0.0% 46,044 $3.9M
State of Alaska, Department of Revenue 0.04% Reduce -6.2% 43,614 $3.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -11.3% 42,902 $3.6M
State of Wisconsin Investment Board 0.01% Reduce -0.3% 40,093 $3.4M
Two Sigma Advisers, LP 0.01% Add +325.0% 39,100 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 37,477 $3.2M
Royal Bank of Canada 0.00% Reduce -47.6% 35,369 $3.0M
VELA Investment Management, LLC 0.84% Reduce -0.4% 34,282 $2.9M
LPL Financial LLC 0.00% Reduce -5.9% 34,256 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +204.5% 34,135 $2.8M
Bank of Montreal 0.00% Add +97.1% 32,838 $2.8M
New York State Common Retirement Fund 0.00% Reduce -4.8% 31,803 $2.7M
Citigroup Inc. 0.00% Reduce -10.9% 30,972 $2.6M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -52.1% 29,590 $2.5M
Verdence Capital Advisors LLC 0.14% Reduce -0.0% 28,982 $2.4M
Mackenzie Financial Corp. 0.00% Add +12.6% 27,790 $2.4M
Harbor Capital Advisors, Inc. 0.18% Reduce -73.4% 27,403 $2.3M
STRS Ohio 0.01% Reduce -54.3% 27,095 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +17.2% 26,296 $2.2M
Hancock Whitney Corp. 0.04% No change 25,197 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -6.3% 24,333 $2.1M
Jane Street Group, LLC 0.00% Reduce -81.8% 23,519 $2.0M
KLP Kapitalforvaltning As 0.01% Add +5.0% 23,100 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% Add +388.4% 21,438 $1.8M
Janus Henderson Group PLC 0.00% No change 20,865 $1.8M
Police & Firemen's Retirement System of New Jersey 0.01% Add +17.4% 20,801 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -4.6% 20,600 $1.7M
Treasurer of the State of North Carolina 0.01% Reduce -5.3% 20,592 $1.7M
Corient Private Wealth LP 0.00% Add +15.1% 19,425 $1.6M
M&T Bank Corp 0.01% Reduce -1.5% 19,314 $1.6M
Tidal Investments LLC 0.01% Add +18.7% 19,252 $1.6M
Barclays PLC 0.00% Reduce -37.3% 18,335 $1.6M
RBF Capital, LLC 0.07% No change 18,000 $1.5M
Toronto Dominion Bank 0.00% New 18,000 $1.5M
New York State Teachers Retirement System 0.00% Reduce -4.3% 17,653 $1.5M
Natixis Advisors, LLC 0.00% Reduce -20.8% 17,358 $1.5M
Lazard Asset Management LLC 0.00% Add +82.5% 15,931 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -1.2% 15,241 $1.3M
Cary Street Partners Financial LLC 0.03% No change 15,000 $1.3M
Creative Planning 0.00% Add +37.8% 14,827 $1.3M
&partners 0.01% Add +10.1% 14,597 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 14,499 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -20.5% 13,845 $1.2M
Arizona State Retirement System 0.01% Reduce -0.3% 13,801 $1.2M
Pathstone Holdings, LLC 0.00% Add +18.2% 13,745 $1.2M
Amalgamated Bank 0.01% Reduce -2.1% 13,726 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -2.3% 13,490 $1.1M
James Investment Research, Inc. 0.12% Add +29.6% 13,433 $1.1M
Sei Investments Co. 0.00% Add +4.2% 13,369 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -55.7% 13,200 $1.1M
Cwm, LLC 0.00% Add +36.6% 12,976 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -23.3% 12,629 $1.1M
Aquatic Capital Management LLC 0.02% Reduce -47.2% 12,590 $1.1M
Kestra Advisory Services, LLC 0.00% Add +0.1% 12,441 $1.1M
Handelsbanken Fonder AB 0.00% No change 12,404 $1.1M
Quadrant Capital Group LLC 0.03% Reduce -2.0% 12,239 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -11.3% 11,762 $996K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.8% 11,393 $964K
Quantbot Technologies LP 0.03% Reduce -27.6% 11,329 $959K
Sanctuary Advisors, LLC 0.01% Add +3.8% 11,242 $952K
Caprock Group, LLC 0.02% — 11,426 $944K
Chou Associates Management Inc. 0.45% No change 10,990 $930K
Inceptionr LLC 0.22% New 10,922 $925K
Squarepoint Ops LLC 0.00% Reduce -64.8% 10,900 $923K
Susquehanna International Group, LLP 0.00% Add +17.4% 10,710 $907K
Summit Trail Advisors, LLC 0.01% New 10,557 $894K
Mraz, Amerine & Associates, Inc. 0.14% Reduce -4.3% 10,543 $892K
Diametric Capital, LP 0.33% Add +125.4% 10,490 $888K
Engineers Gate Manager LP 0.01% Reduce -10.4% 10,112 $856K
Oppenheimer Asset Management Inc. 0.01% Add +79.8% 10,109 $856K
Oregon Public Employees Retirement Fund 0.01% Reduce -4.7% 10,090 $854K
Exchange Traded Concepts, LLC 0.01% Reduce -71.6% 9,824 $832K
Capstone Investment Advisors, LLC 0.01% New 9,735 $824K
Mercer Global Advisors Inc. 0.00% Add +170.2% 9,502 $804K
Neuberger Berman Group LLC 0.00% Reduce -1.9% 9,352 $792K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 9,061 $767K
Invst, LLC 0.09% Add +12.1% 8,858 $750K
Maryland State Retirement & Pension System 0.02% Reduce -44.8% 8,780 $743K
Integrated Wealth Concepts LLC 0.01% Add +13.2% 8,599 $728K
US Bancorp \de 0.00% Reduce -8.5% 8,447 $715K
Entropy Technologies, LP 0.05% New 8,289 $702K
ARGA Investment Management, LP 0.02% Add +15.8% 7,938 $672K
Inscription Capital, LLC 0.07% New 7,579 $642K
Oak Thistle LLC 0.09% New 7,244 $613K
Evergreen Capital Management LLC 0.01% Add +32.9% 6,950 $588K
Perbak Capital Partners LLP 0.10% New 6,843 $579K
Jump Financial, LLC 0.01% Reduce -71.7% 6,839 $579K
Pictet Asset Management Holding SA 0.00% Reduce -10.6% 6,666 $564K
NorthCoast Asset Management LLC 0.00% Add +140.8% 6,476 $548K
Choreo, LLC 0.01% Add +64.3% 6,384 $540K
Commonwealth Equity Services, LLC 0.00% Reduce -0.9% 6,158 $521K
Teacher Retirement System of Texas 0.00% Reduce -15.1% 6,131 $519K
Syon Capital LLC 0.03% Add +130.8% 6,130 $519K
Bridgefront Capital, LLC 0.15% New 6,032 $511K
Nisa Investment Advisors, LLC 0.00% Add +2.6% 5,856 $496K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.6% 5,832 $494K
Public Employees Retirement Association of Colorado 0.00% No change 5,533 $468K
Capital Advisors, Ltd. LLC 0.05% No change 5,262 $445K
XTX Topco Ltd 0.02% New 5,209 $441K
Cetera Investment Advisers 0.00% Add +4.5% 5,147 $436K
Aaron Wealth Advisors LLC 0.03% New 5,085 $430K
Mutual of America Capital Management LLC 0.00% Reduce -15.4% 5,011 $424K
Axq Capital, LP 0.16% Add +17.7% 4,949 $419K
HighTower Advisors, LLC 0.00% Reduce -41.2% 4,927 $417K
Mariner, LLC 0.00% New 4,857 $411K
Ensign Peak Advisors, Inc 0.00% Reduce -64.5% 4,806 $407K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.6% 4,249 $360K
Front Row Advisors LLC 0.12% No change 4,233 $358K
Procyon Advisors, LLC 0.02% Add +23.5% 4,115 $348K
GC Wealth Management RIA, LLC 0.01% New 4,115 $348K
Captrust Financial Advisors 0.00% Add +15.9% 4,063 $344K
EntryPoint Capital, LLC 0.13% New 4,041 $342K
Praxis Investment Management Inc. 0.02% No change 3,960 $335K
Panagora Asset Management Inc. 0.00% No change 3,900 $330K
Voya Investment Management LLC 0.00% Reduce -26.9% 3,801 $322K
Polymer Capital Management (US) LLC 0.04% Reduce -19.4% 3,720 $315K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.3% 3,591 $304K
Graham Capital Management, L.P. 0.02% Add +32.9% 3,550 $301K
Chicago Partners Investment Group LLC 0.01% New 3,623 $294K
Prudential Financial Inc. 0.00% Reduce -5.0% 3,420 $290K
Bessemer Group Inc. 0.00% Add +6.6% 3,413 $288K
Prelude Capital Management, LLC 0.02% Add +6.3% 3,357 $284K
DRW Securities, LLC 0.01% New 3,395 $283K
Citizens Financial Group Inc. 0.00% New 3,281 $278K
Savant Capital, LLC 0.00% Add +31.3% 3,279 $278K
HB Wealth Management, LLC 0.00% New 3,243 $275K
Peapack Gladstone Financial Corp. 0.00% No change 3,238 $274K
CIBC Asset Management Inc 0.00% Reduce -4.1% 3,201 $271K
Focus Partners Wealth 0.00% Add +12.5% 2,905 $263K
Sigma Planning Corp 0.01% Reduce -0.1% 3,079 $261K
Meeder Advisory Services, Inc. 0.01% Add +16.5% 3,055 $259K
Freestone Grove Partners LP 0.00% New 3,050 $258K
Versant Capital Management, Inc 0.04% Add +132.8% 3,035 $257K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +29.6% 2,936 $249K
Vise Technologies, Inc. 0.01% Reduce -6.3% 2,901 $246K
Armistice Capital, LLC 0.01% New 2,870 $243K
O'shaughnessy Asset Management, LLC 0.00% Add +10.0% 2,849 $241K
Ballentine Partners, LLC 0.00% Reduce -31.6% 2,842 $241K
Sterling Capital Management LLC 0.00% Reduce -55.7% 2,831 $240K
Pallas Capital Advisors LLC 0.01% Reduce -4.7% 2,812 $238K
DekaBank Deutsche Girozentrale 0.00% No change 2,933 $236K
Sage Rhino Capital LLC 0.05% Reduce -0.8% 2,780 $235K
Farther Finance Advisors, LLC 0.00% Add +34.7% 2,665 $226K
Shelton Capital Management 0.00% Reduce -3.4% 2,656 $225K
Kahn Brothers Group Inc. 0.04% Reduce -94.1% 2,590 $219K
Forum Financial Management, LP 0.00% Add +0.0% 2,572 $218K
Cresset Asset Management, LLC 0.00% New 2,568 $217K
Commerce Bank 0.00% No change 2,526 $214K
Oppenheimer & Co. Inc. 0.00% Reduce -2.0% 2,524 $214K
SOA Wealth Advisors, LLC. 0.03% No change 2,488 $211K
Utah Retirement Systems 0.00% No change 2,461 $208K
GAMMA Investing LLC 0.01% Reduce -10.6% 2,438 $206K
CSS LLC 0.04% Reduce -53.9% 2,400 $203K
Merit Financial Group, LLC 0.00% New 2,368 $200K
Parkside Financial Bank & Trust 0.01% Reduce -4.2% 2,105 $178K
HM Payson & Co. 0.00% No change 2,027 $172K
Osaic Holdings, Inc. 0.00% Add +15.5% 2,038 $169K
Arax Advisory Partners 0.00% Add +317.4% 1,941 $164K
Jones Financial Companies LLLP 0.00% Add +0.3% 1,920 $163K
Smartleaf Asset Management LLC 0.01% Add +26.8% 1,889 $159K
Rockefeller Capital Management L.P. 0.00% New 1,766 $150K
Key Financial Inc 0.03% No change 1,715 $144K
Johnson Financial Group, Inc. 0.01% New 1,600 $135K
Assetmark, Inc. 0.00% Add +254.1% 1,583 $134K
Shell Asset Management Co. 0.01% Reduce -56.6% 1,558 $132K
Evergreen Private Wealth LLC 0.05% No change 1,372 $116K
KBC Group NV 0.00% No change 1,347 $114K
Rothschild Investment LLC 0.01% Add +12060.0% 1,216 $103K
Quent Capital, LLC 0.01% New 1,058 $90K
New Age Alpha Advisors, LLC 0.00% Reduce -2.3% 1,027 $87K
MAI Capital Management 0.00% No change 927 $78K
Fifth Third Bancorp 0.00% Add +1.5% 877 $74K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.6% 845 $72K
Danske Bank A/S 0.00% No change 800 $68K
Allworth Financial LP 0.00% Add +10.2% 791 $67K
Covestor Ltd 0.04% Add +476.1% 772 $65K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 763 $65K
Hantz Financial Services, Inc. 0.00% Add +1080.7% 732 $62K
Blue Trust, Inc. 0.00% Add +37.0% 640 $54K
Clearstead Advisors, LLC 0.00% Reduce -4.0% 616 $52K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -69.2% 607 $51K
Bayforest Capital Ltd 0.02% New 557 $47K
Quarry LP 0.01% New 519 $44K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.9% 478 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 470 $40K
SJS Investment Consulting Inc. 0.00% Add +3391.7% 419 $35K
State of Wyoming 0.00% Reduce -85.3% 347 $29K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.2% 345 $29K
Parallel Advisors, LLC 0.00% Add +16.9% 345 $29K
Essential Partners LLC 0.01% Add +16.8% 327 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.7% 302 $26K
Hemington Wealth Management 0.00% Reduce -4.2% 299 $25K
Salomon & Ludwin, LLC 0.00% New 293 $25K
Smithfield Trust Co 0.00% No change 260 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.5% 253 $21K
True Wealth Design, LLC 0.01% Reduce -6.0% 236 $20K
Peregrine Capital Management LLC 0.00% No change 218 $18K
Mather Group, Llc. 0.00% New 202 $17K
UMB Bank, n.a. 0.00% Add +10.4% 201 $17K
Signaturefd, LLC 0.00% Reduce -19.8% 190 $16K
Root Financial Partners, LLC 0.00% New 184 $16K
Wealthspire Advisors, LLC 0.00% New 161 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 161 $14K
DT Investment Partners, LLC 0.00% No change 156 $13K
Private Trust Co. NA 0.00% Add +0.7% 137 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $11K
Red Tortoise LLC 0.00% No change 114 $10K
Principal Securities, Inc. 0.00% Reduce -37.6% 111 $9K
Manchester Capital Management LLC 0.00% New 92 $8K
Advisory Services Network, LLC 0.00% New 86 $7K
WPG Advisers, LLC 0.01% No change 76 $6K
Private Wealth Management Group, LLC 0.00% No change 74 $6K
JFS Wealth Advisors, LLC 0.00% No change 73 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
IFP Advisors, Inc 0.00% Add +0.0% 67 $6K
Global Retirement Partners, LLC 0.00% No change 62 $5K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -9.0% 61 $5K
NewEdge Advisors, LLC 0.00% No change 58 $5K
Millstone Evans Group, LLC 0.00% New 54 $5K
CENTRAL TRUST Co 0.00% Reduce -19.7% 49 $4K
Westend Capital Management, LLC 0.00% No change 47 $4K
Bare Financial Services, Inc 0.00% Reduce -34.8% 45 $4K
Cornerstone Planning Group LLC 0.00% Reduce -13.2% 46 $4K
Brown Brothers Harriman & Co. 0.00% No change 43 $4K
Larson Financial Group LLC 0.00% Add +40.0% 42 $4K
Sachetta, LLC 0.00% Add +288.9% 35 $3K
Caitong International Asset Management Co., Ltd 0.00% Add +181.8% 31 $3K
Clearstead Trust, LLC 0.00% No change 30 $3K
Fortitude Family Office, LLC 0.00% Add +11.5% 29 $2K
Bell Investment Advisors, Inc 0.00% Reduce -34.1% 29 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.3% 29 $2K
CVA Family Office, LLC 0.00% No change 27 $2K
High Note Wealth, LLC 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
Bruce G. Allen Investments, LLC 0.00% Reduce -5.0% 19 $2K
Clean Yield Group 0.00% No change 17 $1K
First Horizon Corp. 0.00% — 17 $1K
Colonial Trust Co / SC 0.00% No change 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.9% 16 $1K
Elevation Wealth Partners, LLC 0.00% New 15 $1K
Rialto Wealth Management, LLC 0.00% Add +200.0% 12 $1K
Financial Consulate, Inc. 0.00% New 12 $1K
Physician Wealth Advisors, Inc. 0.00% No change 12 $1K
Decker Retirement Planning Inc. 0.00% Reduce -84.6% 8 $677
Cromwell Holdings LLC 0.00% No change 7 $593
Kilter Group LLC 0.00% No change 7 $593
HFM Investment Advisors, LLC 0.00% No change 5 $423
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $338
Rossby Financial, LCC 0.00% New 4 $335
Abound Wealth Management 0.00% No change 3 $254
Huntington National Bank 0.00% Reduce -99.8% 1 $85
Transamerica Financial Advisors, LLC 0.00% New 1 $85
TFC Financial Management, Inc. 0.00% No change 1 $85
SBI Securities Co., Ltd. 0.00% New 1 $85
Cloud Capital Management, LLC 0.00% New 9 $0

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