Position in AGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,140,111
+$309,663 QoQ
Shares Held
26,698
+18.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 370 holders
Holding Since
Mar 2020
23 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, 2026Creative Planning holds $51,650,051 across 12 Insurance - Specialty names. AGO ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESNT |
Essent Group Ltd.
|
144,008 | $9,256,834 | |
| 2 | MTG |
Mgic Investment Corp
|
320,238 | $9,030,711 | |
| 3 | AMSF |
Amerisafe Inc
|
180,616 | $6,110,238 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
144,458 | $5,935,778 | |
| 5 | ACT |
Enact Holdings, Inc.
|
109,452 | $5,003,050 | |
| 6 | RDN |
Radian Group Inc
|
118,507 | $4,464,158 | |
| 7 | AXS |
Axis Capital Holdings Ltd
|
35,422 | $3,805,739 | |
| 8 | FNF |
Fidelity National Financial, Inc.
|
76,725 | $3,618,351 |
All Filings in AGO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,140,111 | 26,698 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,830,448 | 22,465 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,459,219 | 16,237 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,255,105 | 14,827 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $937,544 | 10,764 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,058,785 | 12,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,099,022 | 12,210 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $885,852 | 11,140 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $849,035 | 11,005 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $946,837 | 10,852 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $762,293 | 10,187 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $511,878 | 8,458 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $517,600 | 9,276 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $243,608 | 4,846 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $568,433 | 9,130 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $232,947 | 4,808 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $237,665 | 4,260 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $270,045 | 4,242 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $208,731 | 4,158 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $269,438 | 5,756 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $273,294 | 5,756 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $243,363 | 5,756 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $277,165 | 10,747 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||