&PARTNERS

Position in AGO — Assured Guaranty Ltd

CIK 107136 NASHVILLE, TN

Position in AGO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$972,020

-$28,147 QoQ

Shares Held

12,126

-1.2% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#139

of 368 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $3,797,522 across 5 Insurance - Specialty names. AGO ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNF	Fidelity National Financial, Inc.	30,031	$1,416,261
2	AGO	Assured Guaranty Ltd This page	12,126	$972,020
3	FAF	First American Financial Corp	11,167	$765,944
4	RYAN	Ryan Specialty Holdings, Inc.	11,631	$439,186
5	MTG	Mgic Investment Corp	7,238	$204,111

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$972,020	12,126	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$1,000,167	12,275	-13.0%	Shares	Sole	2026-05-15
2025-12-31	$1,267,975	14,109	-3.3%	Shares	Sole	2026-02-17
2025-09-30	$1,235,636	14,597	+10.0%	Shares	Sole	2025-11-14
2025-06-30	$1,155,294	13,264	+132.7%	Shares	Sole	2025-08-14
2025-03-31	$502,258	5,701	+2.8%	Shares	Sole	2025-05-15
2024-12-31	$499,015	5,544	+101.2%	Shares	Sole	2025-02-14
2024-09-30	$219,157	2,756	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.