Steward Partners Investment Advisory, LLC
Position in AGO — Assured Guaranty Ltd
CIK 1723397
STAMFORD, CT
Position in AGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$955,266
+$942,148 QoQ
Shares Held
11,917
+7301.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 368 holders
Holding Since
Mar 2020
18 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, 2026Steward Partners Investment Advisory, LLC holds $2,809,590 across 11 Insurance - Specialty names. AGO ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGO |
Assured Guaranty Ltd
This page
|
11,917 | $955,266 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
22,965 | $867,158 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
7,646 | $360,585 | |
| 4 | EIG |
Employers Holdings, Inc.
|
4,342 | $219,184 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
1,894 | $203,491 | |
| 6 | RDN |
Radian Group Inc
|
3,688 | $138,926 | |
| 7 | FAF |
First American Financial Corp
|
669 | $45,886 | |
| 8 | MTG |
Mgic Investment Corp
|
327 | $9,221 |
All Filings in AGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,266 | 11,917 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,118 | 161 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,469 | 161 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,628 | 161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,023 | 161 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,743 | 156 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,041 | 156 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,940 | 125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,643 | 125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,906 | 125 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $140,560 | 2,800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $132,472 | 2,830 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $139,116 | 2,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $170,388 | 4,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,026 | 763 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,389 | 763 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,624 | 763 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $19,677 | 763 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||