Assured GuarantyAGO

13F holders, Q4 2025 (December 31)
363holders +27
47new positions
33sold out
8famous investors
$89.86avg. 13F price*

At the end of Q4 2025, 363 institutions reported holding Assured Guaranty Ltd. (AGO) in their 13F filings, up 27 from Q3 2025. 47 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($553.0M), BlackRock, Inc. ($499.9M) and Dimensional Fund Advisors LP ($283.4M). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions47$38.3M
Exits33$19.7M

All 13F filers, Q3 2025 → Q4 2025: 2,111,878 shares bought and 4,187,562 shares sold, net −2,075,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

Vanguard Group Inc. 0.01% Reduce -2.8% 6,153,030 $553.0M
BlackRock, Inc. 0.01% Add +0.6% 5,562,344 $499.9M
Dimensional Fund Advisors LP 0.06% Reduce -6.5% 3,153,683 $283.4M
River Road Asset Management, LLC 1.86% Add +2.3% 1,885,863 $169.5M
State Street Corp. 0.00% Reduce -4.9% 1,596,636 $143.5M
First Trust Advisors LP 0.10% Add +9.8% 1,464,219 $131.6M
Reinhart Partners, Llc. 3.40% Add +11.7% 1,262,698 $113.5M
American Century Companies Inc. 0.05% Add +5.9% 1,212,155 $108.9M
Royce & Associates LP 0.90% Reduce -5.1% 983,385 $88.4M
Fuller & Thaler Asset Management, Inc. 0.27% Reduce -11.5% 881,903 $79.3M
Principal Financial Group Inc. 0.04% Reduce -2.4% 805,949 $72.4M
Geode Capital Management, LLC 0.00% Reduce -2.1% 764,103 $68.7M
Boston Partners 0.07% Reduce -3.1% 766,651 $68.3M
Wellington Management Group LLP 0.01% Reduce -74.8% 613,782 $55.2M
Morgan Stanley 0.00% Reduce -8.8% 594,934 $53.5M
Norges Bank 0.01% — 573,478 $51.5M
AQR Capital Management 0.02% Reduce -2.7% 526,134 $47.3M
Raymond James Financial Inc. 0.01% Reduce -2.4% 499,511 $45.1M
Northern Trust Corp. 0.01% Reduce -7.3% 447,045 $40.2M
Brown Advisory Inc. 0.05% Reduce -10.6% 436,749 $39.3M
Goldman Sachs Group Inc. 0.01% Add +4.6% 428,826 $38.5M
Qube Research & Technologies Ltd 0.05% Add +4.4% 405,001 $36.4M
Long Focus Capital Management, LLC 1.70% Add +18.8% 380,000 $34.2M
Quantinno Capital Management LP 0.07% Add +36.6% 375,675 $33.8M
Ameriprise Financial Inc. 0.01% Reduce -5.3% 323,131 $29.0M
Two Sigma Investments, LP 0.05% Add +106.4% 320,399 $28.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 316,252 $28.4M
Bank of New York Mellon Corp 0.00% Reduce -11.2% 308,476 $27.7M
Pine Valley Investments Ltd Liability Co 1.36% Add +0.7% 302,957 $27.2M
LRI Investments, LLC 2.15% No change 296,746 $26.7M
Franklin Resources Inc. 0.01% Reduce -14.7% 272,483 $24.5M
Bank of America Corp. 0.00% Add +3.8% 269,821 $24.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +51.4% 258,394 $23.2M
Gotham Asset Management 0.08% Add +24.3% 231,176 $20.8M
Invesco Ltd. 0.00% Add +1.4% 194,128 $17.4M
UBS Group AG 0.00% Reduce -31.2% 185,125 $16.6M
Public Sector Pension Investment Board 0.05% Reduce -7.8% 178,446 $16.0M
D. E. Shaw & Co. 0.01% Reduce -11.2% 151,450 $13.6M
Barclays PLC 0.01% Add +720.9% 150,520 $13.5M
Citadel Advisors 0.01% Add +68.9% 146,835 $13.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.5% 146,640 $13.2M
Millennium Management 0.01% Add +27.6% 142,761 $12.8M
BNP Paribas Financial Markets 0.01% Add +65.1% 142,403 $12.8M
California Public Employees Retirement System 0.01% Reduce -13.4% 131,481 $11.8M
Clearbridge Investments, LLC 0.01% Reduce -7.4% 126,163 $11.3M
Russell Investments Group, Ltd. 0.01% Reduce -1.9% 125,780 $11.3M
Tudor Investment Corporation 0.06% Reduce -45.0% 122,621 $11.0M
Bridgewater Associates 0.04% Reduce -15.2% 122,145 $11.0M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.6% 121,963 $11.0M
Jane Street Group, LLC 0.01% Add +387.0% 114,530 $10.3M
Legal & General Group Plc 0.00% Reduce -17.8% 112,199 $10.1M
Allianz Asset Management GmbH 0.01% Reduce -47.6% 111,620 $10.0M
Capitolis Liquid Global Markets LLC 0.06% Reduce -8.0% 111,100 $10.0M
Wells Fargo & Company 0.00% Reduce -5.2% 108,694 $9.8M
JPMorgan Chase & Co. 0.00% Add +9.0% 105,336 $9.5M
Rhumbline Advisers 0.01% Reduce -1.8% 104,724 $9.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -12.3% 97,115 $8.7M
Two Sigma Advisers, LP 0.02% Add +148.3% 97,100 $8.7M
Victory Capital Management Inc. 0.01% Add +11.3% 96,718 $8.7M
Man Group plc 0.02% Add +99.8% 94,890 $8.5M
Cambria Investment Management, L.P. 0.49% Reduce -17.9% 93,773 $8.4M
Swiss National Bank 0.00% Reduce -1.3% 89,200 $8.0M
Alliancebernstein L.P. 0.00% Add +33.9% 82,882 $7.4M
Nuveen, LLC 0.00% Add +0.1% 81,687 $7.3M
Hotchkis & Wiley Capital Management LLC 0.02% Add +0.0% 80,285 $7.2M
Manufacturers Life Insurance Company, The 0.01% Add +0.4% 79,986 $7.2M
FMR LLC 0.00% Add +1.4% 75,428 $6.8M
Envestnet Asset Management Inc. 0.00% Reduce -13.0% 74,702 $6.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 73,821 $6.6M
SG Americas Securities, LLC 0.01% New 72,122 $6.5M
Trexquant Investment LP 0.06% New 70,129 $6.3M
Vest Financial, LLC 0.08% Add +13.3% 68,843 $6.2M
Toronto Dominion Bank 0.01% Add +261.7% 65,110 $5.9M
HRT Financial LP 0.02% Add +14.4% 64,127 $5.8M
State Board of Administration of Florida Retirement System 0.01% No change 63,432 $5.7M
EULAV Asset Management 0.14% No change 60,000 $5.4M
Cerity Partners LLC 0.01% Reduce -65.4% 56,267 $5.1M
Amundi 0.00% Reduce -4.7% 54,854 $4.9M
HSBC Holdings PLC 0.00% Reduce -34.3% 50,993 $4.6M
De Lisle Partners LLP 0.57% No change 49,721 $4.5M
Stifel Financial Corp. 0.00% Add +3.8% 49,347 $4.4M
Capital Fund Management S.A. 0.04% Reduce -17.2% 48,048 $4.3M
Y-Intercept (Hong Kong) Ltd 0.09% Add +112.1% 45,464 $4.1M
California State Teachers Retirement System 0.00% Reduce -7.1% 42,755 $3.8M
LPL Financial LLC 0.00% Add +23.5% 42,321 $3.8M
Point72 Asset Management 0.01% New 39,997 $3.6M
State of Wisconsin Investment Board 0.01% Reduce -2.3% 39,154 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 38,677 $3.5M
XTX Topco Ltd 0.08% Add +577.1% 35,271 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 34,971 $3.1M
VELA Investment Management, LLC 0.85% Add +0.8% 34,551 $3.1M
ExodusPoint Capital Management, LP 0.03% New 32,108 $2.9M
New York State Common Retirement Fund 0.00% No change 31,803 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +138.3% 31,450 $2.8M
Verdence Capital Advisors LLC 0.15% No change 28,982 $2.6M
Harbor Capital Advisors, Inc. 0.20% Add +2.4% 28,058 $2.5M
Intech Investment Management LLC 0.02% Reduce -79.8% 27,596 $2.5M
Sei Investments Co. 0.00% Add +95.4% 26,126 $2.3M
Hancock Whitney Corp. 0.04% No change 25,197 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +1.8% 24,767 $2.2M
Corient Private Wealth LP 0.00% Add +27.3% 24,734 $2.2M
Citigroup Inc. 0.00% Reduce -20.3% 24,701 $2.2M
Engineers Gate Manager LP 0.03% Add +143.2% 24,595 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.8% 24,245 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -44.4% 24,239 $2.2M
Focus Partners Wealth 0.00% Add +714.1% 23,650 $2.1M
Lighthouse Investment Partners, LLC 0.07% New 22,781 $2.0M
Walleye Capital LLC 0.01% New 22,278 $2.0M
M&T Bank Corp 0.01% Add +11.7% 21,566 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -8.2% 21,200 $1.9M
Janus Henderson Group PLC 0.00% No change 20,865 $1.9M
Oak Thistle LLC 0.25% Add +174.1% 19,857 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -3.9% 19,800 $1.8M
Treasurer of the State of North Carolina 0.01% Reduce -9.6% 18,607 $1.7M
RBF Capital, LLC 0.07% No change 18,000 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -13.9% 17,900 $1.6M
Natixis Advisors, LLC 0.00% Add +2.4% 17,781 $1.6M
New York State Teachers Retirement System 0.00% Reduce -0.6% 17,553 $1.6M
Royal Bank of Canada 0.00% Reduce -52.9% 16,647 $1.5M
Creative Planning 0.00% Add +9.5% 16,237 $1.5M
IMC-Chicago, LLC 0.03% New 16,093 $1.4M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -48.2% 15,322 $1.4M
Cary Street Partners Financial LLC 0.03% No change 15,000 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -6.5% 14,252 $1.3M
&partners 0.01% Reduce -3.3% 14,109 $1.3M
Pathstone Holdings, LLC 0.00% Add +1.0% 13,886 $1.2M
Amalgamated Bank 0.01% Reduce -0.6% 13,649 $1.2M
James Investment Research, Inc. 0.13% Add +0.0% 13,439 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -3.5% 13,013 $1.2M
Kestra Advisory Services, LLC 0.00% Add +2.6% 12,762 $1.1M
Arizona State Retirement System 0.01% Reduce -9.1% 12,552 $1.1M
Handelsbanken Fonder AB 0.00% No change 12,404 $1.1M
Quadrant Capital Group LLC 0.03% Add +0.3% 12,274 $1.1M
Bank of Montreal 0.00% Reduce -62.7% 12,249 $1.1M
Caprock Group, LLC 0.02% Add +4.9% 11,986 $1.1M
Cwm, LLC 0.00% Reduce -10.5% 11,616 $1.0M
Diametric Capital, LP 0.28% Add +9.7% 11,507 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -21.4% 11,392 $1.0M
Summit Trail Advisors, LLC 0.02% Add +7.2% 11,315 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.3% 11,201 $1.0M
Susquehanna International Group, LLP 0.00% Add +3.2% 11,055 $994K
Chou Associates Management Inc. 0.49% No change 10,990 $988K
Yousif Capital Management, LLC 0.01% Reduce -15.4% 11,714 $985K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.9% 10,725 $964K
Neuberger Berman Group LLC 0.00% Add +12.6% 10,530 $946K
Tidal Investments LLC 0.00% Reduce -45.9% 10,415 $936K
Mackenzie Financial Corp. 0.00% Reduce -63.1% 10,266 $929K
State of Tennessee, Department of Treasury 0.00% Reduce -7.3% 10,901 $925K
Sanctuary Advisors, LLC 0.01% Reduce -8.4% 10,292 $925K
Mraz, Amerine & Associates, Inc. 0.13% Reduce -4.2% 10,101 $908K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.0% 9,890 $889K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.6% 9,641 $866K
Exchange Traded Concepts, LLC 0.01% Reduce -2.9% 9,542 $858K
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 9,361 $841K
PNC Financial Services Group, Inc. 0.00% Add +2.6% 9,299 $836K
Deutsche Bank AG 0.00% Reduce -87.3% 9,163 $823K
Sequoia Financial Advisors, LLC 0.00% Add +114.4% 9,109 $819K
Maryland State Retirement & Pension System 0.02% Reduce -1.0% 8,696 $782K
Evolve Private Wealth, LLC 0.05% — 8,656 $778K
Invst, LLC 0.08% Reduce -3.4% 8,559 $769K
WINTON GROUP Ltd 0.03% Reduce -88.9% 8,100 $728K
Syon Capital LLC 0.04% Add +30.6% 8,008 $720K
ARGA Investment Management, LP 0.02% No change 7,938 $713K
US Bancorp \de 0.00% Reduce -6.3% 7,919 $712K
Inscription Capital, LLC 0.07% Reduce -0.3% 7,553 $679K
Sagewood Asset Management LP 0.23% — 7,338 $659K
Pictet Asset Management Holding SA 0.00% Add +8.4% 7,223 $649K
Virtu Financial LLC 0.02% New 6,843 $615K
Magnetar Financial LLC 0.01% New 6,719 $604K
Aaron Wealth Advisors LLC 0.03% Add +29.8% 6,598 $593K
Verition Fund Management LLC 0.00% Reduce -87.8% 6,400 $575K
Evergreen Capital Management LLC 0.01% Reduce -8.2% 6,383 $574K
Choreo, LLC 0.01% Reduce -1.3% 6,303 $571K
Commonwealth Equity Services, LLC 0.00% Add +1.9% 6,273 $564K
Sterling Capital Management LLC 0.01% Add +116.4% 6,126 $551K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.4% 6,030 $542K
Nisa Investment Advisors, LLC 0.00% Add +1.4% 5,939 $534K
Cetera Investment Advisers 0.00% Add +9.3% 5,623 $505K
Public Employees Retirement Association of Colorado 0.00% No change 5,533 $497K
Savant Capital, LLC 0.00% Add +60.7% 5,269 $474K
Capital Advisors, Ltd. LLC 0.05% No change 5,262 $473K
HighTower Advisors, LLC 0.00% Add +3.7% 5,111 $459K
Mutual of America Capital Management LLC 0.00% Reduce -1.2% 4,951 $445K
Jones Financial Companies LLLP 0.00% Add +138.3% 4,575 $411K
Meeder Advisory Services, Inc. 0.02% Add +38.6% 4,235 $381K
Front Row Advisors LLC 0.13% No change 4,233 $380K
Kera Capital Partners, Inc. 0.05% New 4,307 $365K
Procyon Advisors, LLC 0.02% Reduce -1.6% 4,050 $364K
EntryPoint Capital, LLC 0.14% No change 4,041 $363K
HB Wealth Management, LLC 0.00% Add +24.6% 4,040 $363K
Entropy Technologies, LP 0.02% Reduce -52.1% 3,974 $357K
Praxis Investment Management Inc. 0.02% No change 3,960 $356K
Ballentine Partners, LLC 0.00% Add +37.7% 3,914 $352K
Panagora Asset Management Inc. 0.00% No change 3,900 $350K
Captrust Financial Advisors 0.00% Reduce -4.7% 3,871 $348K
Chicago Partners Investment Group LLC 0.01% Add +14.8% 4,161 $346K
Versant Capital Management, Inc 0.04% Add +25.8% 3,819 $343K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -91.2% 3,794 $341K
Centiva Capital, LP 0.02% New 3,783 $340K
Boothbay Fund Management, LLC 0.01% New 3,728 $335K
Twinbeech Capital LP 0.02% New 3,600 $324K
Campbell & CO Investment Adviser LLC 0.01% New 3,449 $310K
Citizens Financial Group Inc. 0.00% Add +4.9% 3,441 $309K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% — 3,404 $306K
Jump Financial, LLC 0.00% Reduce -51.6% 3,313 $298K
Voya Investment Management LLC 0.00% Reduce -13.7% 3,282 $295K
Orion Porfolio Solutions, LLC 0.00% Reduce -9.1% 3,266 $293K
Counterpoint Mutual Funds LLC 0.02% New 3,262 $293K
Peapack Gladstone Financial Corp. 0.00% No change 3,238 $291K
Baker Avenue Asset Management, LP 0.01% New 3,235 $291K
BTG Pactual Asset Management US LLC 0.03% New 3,212 $289K
CIBC Asset Management Inc 0.00% Reduce -1.8% 3,143 $282K
Kahn Brothers Group Inc. 0.05% Add +20.1% 3,110 $279K
DGS Capital Management, LLC 0.05% New 3,096 $278K
Sigma Planning Corp 0.01% Reduce -3.1% 2,982 $268K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,936 $264K
Armistice Capital, LLC 0.01% Add +1.9% 2,923 $263K
Coldstream Capital Management Inc. 0.00% New 2,905 $261K
Smartleaf Asset Management LLC 0.01% Add +51.8% 2,867 $260K
Perbak Capital Partners LLP 0.08% Reduce -58.6% 2,830 $254K
Prelude Capital Management, LLC 0.02% Reduce -16.4% 2,806 $252K
Farther Finance Advisors, LLC 0.00% Add +5.1% 2,800 $252K
DekaBank Deutsche Girozentrale 0.00% No change 2,933 $249K
Sage Rhino Capital LLC 0.05% Reduce -1.5% 2,739 $246K
Profund Advisors LLC 0.01% New 2,720 $244K
GAMMA Investing LLC 0.01% Add +11.0% 2,707 $243K
Summit Global Investments 0.01% New 2,635 $237K
JMN Financial LLC 0.23% — 2,606 $234K
Nicolet Advisory Services, LLC 0.02% New 2,621 $233K
111 Capital 0.05% New 2,581 $232K
Forum Financial Management, LP 0.00% No change 2,572 $231K
Vise Technologies, Inc. 0.00% Reduce -12.8% 2,530 $227K
Commerce Bank 0.00% No change 2,526 $227K
Oppenheimer & Co. Inc. 0.00% Reduce -0.2% 2,518 $226K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 2,501 $225K
Certuity, LLC 0.01% New 2,496 $224K
SOA Wealth Advisors, LLC. 0.04% No change 2,488 $224K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.2% 2,473 $222K
Utah Retirement Systems 0.00% No change 2,461 $221K
Shelton Capital Management 0.00% Reduce -7.4% 2,460 $221K
Pallas Capital Advisors LLC 0.01% Reduce -13.2% 2,441 $219K
Osaic Holdings, Inc. 0.00% Add +18.9% 2,423 $218K
CSS LLC 0.04% No change 2,400 $216K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 2,355 $212K
Rockefeller Capital Management L.P. 0.00% Add +33.2% 2,352 $211K
DRW Securities, LLC 0.02% Reduce -30.8% 2,350 $211K
Atria Investments, Inc 0.00% New 2,336 $210K
Jain Global LLC 0.00% New 2,321 $209K
Xponance LLC 0.00% New 2,253 $202K
Parkside Financial Bank & Trust 0.01% Add +0.3% 2,111 $190K
Ensign Peak Advisors, Inc 0.00% Reduce -56.2% 2,106 $189K
HM Payson & Co. 0.00% No change 2,027 $182K
Quantbot Technologies LP 0.01% Reduce -84.7% 1,730 $155K
Caitong International Asset Management Co., Ltd 0.04% Add +5435.5% 1,716 $154K
Key Financial Inc 0.03% No change 1,715 $154K
Assetmark, Inc. 0.00% Reduce -3.7% 1,524 $137K
Evergreen Private Wealth LLC 0.05% No change 1,372 $123K
KBC Group NV 0.00% No change 1,347 $121K
Aster Capital Management (DIFC) Ltd 0.05% Add +121.1% 1,342 $121K
Clearstead Advisors, LLC 0.00% Add +104.2% 1,258 $113K
Rothschild Investment LLC 0.01% Reduce -1.0% 1,204 $108K
Tower Research Capital LLC (TRC) 0.00% Add +269.9% 1,117 $100K
Quent Capital, LLC 0.01% Add +3.6% 1,096 $98K
Walleye Trading LLC 0.00% New 1,073 $96K
STRS Ohio 0.00% Reduce -96.1% 1,063 $96K
Quarry LP 0.02% Add +101.9% 1,048 $94K
New Age Alpha Advisors, LLC 0.00% Add +0.9% 1,036 $93K
Bayforest Capital Ltd 0.07% Add +82.2% 1,015 $91K
Pinnacle Wealth Planning Services, Inc. 0.01% New 907 $82K
Fifth Third Bancorp 0.00% Add +0.6% 882 $79K
Allworth Financial LP 0.00% Add +10.8% 876 $79K
MAI Capital Management 0.00% Reduce -13.1% 806 $72K
Danske Bank A/S 0.00% No change 800 $72K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.3% 766 $69K
Hantz Financial Services, Inc. 0.00% Reduce -0.3% 730 $66K
MetLife Investment Management, LLC 0.00% Reduce -4.8% 726 $65K
Covestor Ltd 0.03% Reduce -7.5% 714 $64K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +37.7% 658 $59K
Ancora Advisors LLC 0.00% New 624 $56K
Bessemer Group Inc. 0.00% Reduce -81.6% 628 $56K
Blue Trust, Inc. 0.00% Reduce -6.7% 597 $54K
Greykasell Wealth Strategies, Inc. 0.02% New 502 $45K
Nomura Asset Management Co. Ltd. 0.00% No change 470 $42K
Global Retirement Partners, LLC 0.00% Add +633.9% 455 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +27.5% 440 $40K
SJS Investment Consulting Inc. 0.00% No change 419 $38K
State of Wyoming 0.00% Add +17.9% 409 $37K
Parallel Advisors, LLC 0.00% Add +10.4% 381 $34K
Arax Advisory Partners 0.00% Reduce -80.4% 381 $34K
Salomon & Ludwin, LLC 0.00% Add +6.8% 313 $28K
Essential Partners LLC 0.01% Reduce -17.1% 271 $24K
Signaturefd, LLC 0.00% Add +40.5% 267 $24K
GoalVest Advisory LLC 0.00% New 266 $24K
Elevation Wealth Partners, LLC 0.01% Add +1626.7% 259 $23K
Smithfield Trust Co 0.00% No change 260 $23K
Torren Management, LLC 0.01% — 254 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.8% 246 $22K
UMB Bank, n.a. 0.00% Add +14.9% 231 $21K
Root Financial Partners, LLC 0.00% Add +20.1% 221 $20K
Peregrine Capital Management LLC 0.00% No change 218 $20K
Los Angeles Capital Management LLC 0.00% New 197 $16K
Keating Financial Advisory Services, Inc. 0.00% — 167 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 161 $14K
DT Investment Partners, LLC 0.00% No change 156 $14K
True Wealth Design, LLC 0.00% Reduce -37.7% 147 $13K
Private Trust Co. NA 0.00% Reduce -0.7% 136 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 131 $12K
Basecamp Wealth Advisors LLC 0.00% — 121 $11K
Red Tortoise LLC 0.00% No change 114 $10K
Larson Financial Group LLC 0.00% Add +154.8% 107 $10K
Manchester Capital Management LLC 0.00% No change 92 $8K
JFS Wealth Advisors, LLC 0.00% Add +26.0% 92 $8K
CBIZ Investment Advisory Services, LLC 0.00% New 92 $8K
SageView Advisory Group, LLC 0.00% New 79 $7K
Flagship Harbor Advisors, LLC 0.00% New 77 $7K
Bare Financial Services, Inc 0.00% Add +68.9% 76 $7K
Private Wealth Management Group, LLC 0.00% No change 74 $7K
Sound Income Strategies, LLC 0.00% New 77 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 71 $6K
NewEdge Advisors, LLC 0.00% No change 58 $5K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -6.6% 57 $5K
IFP Advisors, Inc 0.00% Reduce -16.4% 56 $5K
Tucker Asset Management LLC 0.00% New 55 $5K
Millstone Evans Group, LLC 0.00% No change 54 $5K
WPG Advisers, LLC 0.00% Reduce -35.5% 49 $4K
Bell Investment Advisors, Inc 0.00% Add +51.7% 44 $4K
Brown Brothers Harriman & Co. 0.00% No change 43 $4K
Cornerstone Planning Group LLC 0.00% No change 46 $4K
Quattro Advisors LLC 0.00% — 42 $4K
Elyxium Wealth, LLC 0.00% New 39 $4K
ORG Partners LLC 0.00% New 39 $4K
CVA Family Office, LLC 0.00% No change 27 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.3% 26 $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
Sunrise Financial Services, LLC 0.00% — 20 $2K
Fortitude Family Office, LLC 0.00% Reduce -34.5% 19 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -5.3% 18 $2K
Westside Investment Management, Inc. 0.00% New 18 $2K
Clean Yield Group 0.00% No change 17 $2K
First Horizon Corp. 0.00% No change 17 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.3% 15 $1K
Cornerstone Financial Management LLC 0.00% — 13 $1K
Rialto Wealth Management, LLC 0.00% No change 12 $1K
CIBC Private Wealth Group LLC 0.00% New 10 $899
Sachetta, LLC 0.00% Reduce -74.3% 9 $809
Decker Retirement Planning Inc. 0.00% No change 8 $719
Kilter Group LLC 0.00% Add +14.3% 8 $719
Cromwell Holdings LLC 0.00% No change 7 $629
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $629
Godfrey Financial Associates, Inc. 0.00% — 6 $539
Spire Wealth Management 0.00% New 6 $539
HFM Investment Advisors, LLC 0.00% No change 5 $450
Ankerstar Wealth, LLC 0.00% — 5 $449
Rossby Financial, LCC 0.00% Add +25.0% 5 $449
DV Trading LLC 0.00% — 5 $449
Gilpin Wealth Management, LLC 0.00% — 4 $360
Abound Wealth Management 0.00% No change 3 $270
Huntington National Bank 0.00% No change 1 $90
TFC Financial Management, Inc. 0.00% No change 1 $90
SBI Securities Co., Ltd. 0.00% No change 1 $90
Dunhill Financial, LLC 0.00% New 1 $83

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