Position in AGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,088,332
+$66,573 QoQ
Shares Held
13,577
+8.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 68 holders
Holding Since
Sep 2023
12 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, 2026Sequoia Financial Advisors, LLC holds $7,342,581 across 9 Insurance - Specialty names. AGO ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
30,646 | $3,292,606 | |
| 2 | AGO |
Assured Guaranty Ltd
This page
|
13,577 | $1,088,332 | |
| 3 | MTG |
Mgic Investment Corp
|
34,319 | $967,795 | |
| 4 | ESNT |
Essent Group Ltd.
|
7,908 | $508,326 | |
| 5 | AMSF |
Amerisafe Inc
|
12,138 | $410,628 | |
| 6 | FNF |
Fidelity National Financial, Inc.
|
8,476 | $399,728 | |
| 7 | ACT |
Enact Holdings, Inc.
|
6,540 | $298,943 | |
| 8 | RDN |
Radian Group Inc
|
7,540 | $284,031 |
All Filings in AGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,332 | 13,577 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,021,759 | 12,540 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $818,625 | 9,109 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $359,677 | 4,249 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $405,015 | 4,650 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $243,508 | 2,764 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $255,268 | 2,836 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $229,097 | 2,881 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $230,369 | 2,986 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $267,421 | 3,065 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $452,197 | 6,043 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $210,730 | 3,482 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||