Position in AGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$200,560
+$120 QoQ
Shares Held
2,502
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 368 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $819,204 across 3 Insurance - Specialty names. AGO ranks #3 (24.5% of the industry book) .
All Filings in AGO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,560 | 2,502 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $200,440 | 2,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,080 | 2,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $224,830 | 2,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,350 | 2,748 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $248,530 | 2,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,819 | 2,931 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $249,772 | 3,141 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $242,328 | 3,141 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $296,301 | 3,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,224 | 3,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,952 | 3,717 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $238,042 | 4,266 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $227,773 | 4,531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $219,840 | 3,531 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $243,848 | 5,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,098 | 5,397 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $343,573 | 5,397 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $282,927 | 5,636 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,659 | 5,953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $282,648 | 5,953 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $269,450 | 6,373 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $208,337 | 6,616 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||