Position in AGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,028,677
-$1,537,633 QoQ
Shares Held
62,733
-22.2% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#75
of 368 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Vest Financial, LLC holds $24,568,518 across 5 Insurance - Specialty names. AGO ranks #3 (20.5% of the industry book) .
All Filings in AGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,028,677 | 62,733 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $6,566,310 | 80,588 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,186,920 | 68,843 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,143,080 | 60,757 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,309,708 | 49,480 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,433,168 | 38,969 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||