Position in AGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$137,474
-$2,264 QoQ
Shares Held
1,715
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#255
of 368 holders
Holding Since
Jun 2021
21 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, 2026Key Financial Inc holds $189,975 across 6 Insurance - Specialty names. AGO ranks #1 (72.4% of the industry book) .
All Filings in AGO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,474 | 1,715 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $139,738 | 1,715 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $154,127 | 1,715 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $145,174 | 1,715 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $149,376 | 1,715 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $151,091 | 1,715 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $154,367 | 1,715 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $136,376 | 1,715 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $132,312 | 1,715 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $149,633 | 1,715 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $128,333 | 1,715 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $103,791 | 1,715 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $95,697 | 1,715 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $86,213 | 1,715 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $106,775 | 1,715 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $83,091 | 1,715 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $95,679 | 1,715 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $109,176 | 1,715 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $86,093 | 1,715 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $80,279 | 1,715 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $81,428 | 1,715 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||