Position in AGO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$76,071
-$19,993 QoQ
Shares Held
949
-19.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 368 holders
Holding Since
Mar 2023
14 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, 2026Allworth Financial LP holds $9,423,914 across 15 Insurance - Specialty names. AGO ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
114,357 | $7,843,746 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
14,494 | $683,537 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
2,819 | $302,873 | |
| 4 | MTG |
Mgic Investment Corp
|
6,506 | $183,469 | |
| 5 | RDN |
Radian Group Inc
|
3,093 | $116,513 | |
| 6 | NMIH |
NMI Holdings, Inc.
|
2,184 | $89,740 | |
| 7 | AGO |
Assured Guaranty Ltd
This page
|
949 | $76,071 | |
| 8 | AMSF |
Amerisafe Inc
|
1,124 | $38,024 |
All Filings in AGO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,071 | 949 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $96,064 | 1,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,726 | 876 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $66,958 | 791 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $62,537 | 718 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $63,167 | 717 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $50,585 | 562 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $40,078 | 504 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $41,661 | 540 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $43,450 | 498 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $34,870 | 466 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $21,060 | 348 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $892 | 16 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $603 | 12 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||