Position in AGO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,182,520
+$385,565 QoQ
Shares Held
14,752
+50.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#13
of 68 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,122,205 across 9 Insurance - Specialty names. AGO ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGO |
Assured Guaranty Ltd
This page
|
14,752 | $1,182,520 | |
| 2 | ACT |
Enact Holdings, Inc.
|
16,503 | $754,352 | |
| 3 | MTG |
Mgic Investment Corp
|
23,966 | $675,841 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
15,709 | $645,482 | |
| 5 | AMSF |
Amerisafe Inc
|
16,427 | $555,725 | |
| 6 | RDN |
Radian Group Inc
|
12,538 | $472,306 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
9,200 | $347,392 | |
| 8 | AXS |
Axis Capital Holdings Ltd
|
2,527 | $271,500 |
All Filings in AGO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,520 | 14,752 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $796,955 | 9,781 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $573,640 | 6,383 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $588,317 | 6,950 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $455,358 | 5,228 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $547,541 | 6,215 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $468,502 | 5,205 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $404,279 | 5,084 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $397,322 | 5,150 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $391,054 | 4,482 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $321,245 | 4,293 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $239,901 | 3,964 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $210,142 | 3,766 | Shares | Other | 2023-08-14 | |
| 2022-03-31 | $232,422 | 3,651 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||