WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AGO — Assured Guaranty Ltd
CIK 1632972
PLYMOUTH, MN
Position in AGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,072,933
+$533,935 QoQ
Shares Held
38,335
+23.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 68 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,751,341 across 14 Insurance - Specialty names. AGO ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
995,124 | $28,062,496 | |
| 2 | RDN |
Radian Group Inc
|
514,791 | $19,392,176 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
72,746 | $7,815,830 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
76,701 | $3,617,219 | |
| 5 | AGO |
Assured Guaranty Ltd
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|
38,335 | $3,072,933 | |
| 6 | FAF |
First American Financial Corp
|
23,216 | $1,592,385 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
27,960 | $1,148,876 | |
| 8 | ESNT |
Essent Group Ltd.
|
16,113 | $1,035,743 |
All Filings in AGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,072,933 | 38,335 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,538,998 | 31,161 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,142,843 | 34,971 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,889,527 | 34,135 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $976,478 | 11,211 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,131,115 | 12,839 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,422,067 | 15,799 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $739,774 | 9,303 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||