Integrated Wealth Concepts LLC

Position in AGO — Assured Guaranty Ltd

CIK 1737109 WALTHAM, MA

Position in AGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$207,122

-$520,783 QoQ

Shares Held

2,542

-70.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $9,817,366 across 5 Insurance - Specialty names. AGO ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXS	Axis Capital Holdings Ltd	45,057	$4,569,230
2	ESNT	Essent Group Ltd.	63,821	$3,729,699
3	FNF	Fidelity National Financial, Inc.	16,737	$776,262
4	MTG	Mgic Investment Corp	20,383	$535,053
5	AGO	Assured Guaranty Ltd This page	2,542	$207,122

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,122	2,542	-70.4%	Shares	Sole	2026-05-15
2025-09-30	$727,905	8,599	+13.2%	Shares	Sole	2025-11-14
2025-06-30	$661,524	7,595	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.