CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in AGO — Assured Guaranty Ltd

CIK 1766904 RICHMOND, VA

Position in AGO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$37,353

-$15,851 QoQ

Shares Held

466

-28.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#282

of 368 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $128,989 across 3 Insurance - Specialty names. AGO ranks #3 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTG	Mgic Investment Corp	1,676	$47,262
2	FNF	Fidelity National Financial, Inc.	941	$44,374
3	AGO	Assured Guaranty Ltd This page	466	$37,353

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,353	466	-28.6%	Shares	Other	2026-07-17
2026-03-31	$53,204	653	+1045.6%	Shares	Other	2026-04-29
2025-12-31	$5,120	57	-6.6%	Shares	Other	2026-02-09
2025-09-30	$5,163	61	-9.0%	Shares	Other	2025-11-10
2025-06-30	$5,834	67	+103.0%	Shares	Other	2025-08-13
2025-03-31	$2,906	33	+73.7%	Shares	Other	2025-05-09
2024-12-31	$1,710	19	-99.9%	Shares	Other	2025-02-14
2024-09-30	$1,354,463	17,033	-14.0%	Shares	Other	2024-10-30
2024-06-30	$1,527,260	19,796	+32.0%	Shares	Other	2024-07-22
2024-03-31	$1,308,750	15,000	-16.7%	Shares	Defined	2024-04-30
2023-12-31	$1,346,940	18,000	0.0%	Shares	Defined	2024-02-07
2023-09-30	$1,089,360	18,000	-28.0%	Shares	Defined	2023-11-13
2023-06-30	$1,395,000	25,000	+4.2%	Shares	Defined	2023-08-10
2023-03-31	$1,206,480	24,000	+9.1%	Shares	Defined	2023-05-12
2022-12-31	$1,369,720	22,000	-13.7%	Shares	Defined	2023-02-14
2022-09-30	$1,235,475	25,500	+10.9%	Shares	Sole	2022-11-14
2022-06-30	$1,283,170	23,000	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$1,400,520	22,000	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.