Position in AGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$275,589
+$135,525 QoQ
Shares Held
3,438
+100.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 368 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026MAI Capital Management holds $2,551,178 across 5 Insurance - Specialty names. AGO ranks #5 (10.8% of the industry book) .
All Filings in AGO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,589 | 3,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $140,064 | 1,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,435 | 806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,470 | 927 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,741 | 927 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,334 | 787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,837 | 787 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||