Position in AGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,408
-$16,321 QoQ
Shares Held
2,550
-5.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 368 holders
Holding Since
Mar 2022
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $3,040,389 across 5 Insurance - Specialty names. AGO ranks #5 (6.7% of the industry book) .
All Filings in AGO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,408 | 2,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $220,729 | 2,709 | Shares | Sole | 2026-05-13 | |
| 2022-03-31 | $419,901 | 6,596 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||