Position in AGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$210,500
-$61,154 QoQ
Shares Held
2,626
-21.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 368 holders
Holding Since
Mar 2025
6 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, 2026Ballentine Partners, LLC holds $615,760 across 3 Insurance - Specialty names. AGO ranks #1 (34.2% of the industry book) .
All Filings in AGO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,500 | 2,626 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $271,654 | 3,334 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $351,750 | 3,914 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $240,574 | 2,842 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $361,900 | 4,155 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $284,386 | 3,228 | Shares | Other | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||