Position in AGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,734
-$4,409 QoQ
Shares Held
3,340
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 368 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $2,610,284 across 5 Insurance - Specialty names. AGO ranks #5 (10.3% of the industry book) .
All Filings in AGO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,734 | 3,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $272,143 | 3,340 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $293,515 | 3,266 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $303,978 | 3,591 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $320,005 | 3,674 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $352,311 | 3,999 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $366,340 | 4,070 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $351,001 | 4,414 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $401,642 | 5,206 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $497,848 | 5,706 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $514,531 | 6,876 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $430,357 | 7,111 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $430,497 | 7,715 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $488,775 | 9,723 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $575,282 | 9,240 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $479,412 | 9,895 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $574,637 | 10,300 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $635,072 | 9,976 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $481,568 | 9,593 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $436,269 | 9,320 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $442,513 | 9,320 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $428,042 | 10,124 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $600,955 | 19,084 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $278,853 | 12,982 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||