Position in AGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,815
+$2,030 QoQ
Shares Held
871
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 68 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $1,211,903 across 17 Insurance - Specialty names. AGO ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
2,932 | $315,010 | |
| 2 | MTG |
Mgic Investment Corp
|
7,130 | $201,062 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
3,737 | $176,233 | |
| 4 | AMSF |
Amerisafe Inc
|
2,311 | $78,179 | |
| 5 | ESNT |
Essent Group Ltd.
|
1,121 | $72,054 | |
| 6 | AGO |
Assured Guaranty Ltd
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|
871 | $69,815 | |
| 7 | ACT |
Enact Holdings, Inc.
|
1,454 | $66,457 | |
| 8 | EIG |
Employers Holdings, Inc.
|
1,262 | $63,703 |
All Filings in AGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,815 | 871 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $67,785 | 832 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $68,836 | 766 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $71,528 | 845 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,602 | 868 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,322 | 435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,394 | 471 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,605 | 322 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,304 | 328 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,094 | 322 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $25,515 | 341 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,152 | 333 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,268 | 417 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,359 | 405 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $40,219 | 646 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,298 | 646 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $32,301 | 579 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $36,858 | 579 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $29,065 | 579 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||