Pinnacle Wealth Planning Services, Inc.
Position in AGO — Assured Guaranty Ltd
CIK 1726752
MANSFIELD, OH
Position in AGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,971
-$55,916 QoQ
Shares Held
324
-67.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 368 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $658,719 across 12 Insurance - Specialty names. AGO ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDN |
Radian Group Inc
|
5,877 | $221,386 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
1,977 | $93,235 | |
| 3 | EIG |
Employers Holdings, Inc.
|
1,694 | $85,513 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
1,605 | $65,949 | |
| 5 | ESNT |
Essent Group Ltd.
|
756 | $48,595 | |
| 6 | ACT |
Enact Holdings, Inc.
|
956 | $43,698 | |
| 7 | AXS |
Axis Capital Holdings Ltd
|
365 | $39,215 | |
| 8 | AGO |
Assured Guaranty Ltd
This page
|
324 | $25,971 |
All Filings in AGO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,971 | 324 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $81,887 | 1,005 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $81,512 | 907 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $6,990 | 222 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||