UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AGO — Assured Guaranty Ltd
CIK 1463217
IRVING, TX
Position in AGO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$213,866
-$266,295 QoQ
Shares Held
2,668
-54.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 368 holders
Holding Since
Mar 2026
2 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,353,619 across 6 Insurance - Specialty names. AGO ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
27,508 | $1,297,277 | |
| 2 | RDN |
Radian Group Inc
|
19,201 | $723,301 | |
| 3 | MTG |
Mgic Investment Corp
|
19,028 | $536,589 | |
| 4 | ESNT |
Essent Group Ltd.
|
5,188 | $333,484 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,597 | $249,102 | |
| 6 | AGO |
Assured Guaranty Ltd
This page
|
2,668 | $213,866 |
All Filings in AGO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,866 | 2,668 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $480,161 | 5,893 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||