Position in AGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,687
-$468 QoQ
Shares Held
46
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 370 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $44,833 across 12 Insurance - Specialty names. AGO ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
400 | $18,864 | |
| 2 | MTG |
Mgic Investment Corp
|
470 | $13,254 | |
| 3 | AGO |
Assured Guaranty Ltd
This page
|
46 | $3,687 | |
| 4 | FAF |
First American Financial Corp
|
47 | $3,223 | |
| 5 | AMSF |
Amerisafe Inc
|
63 | $2,131 | |
| 6 | ITIC |
Investors Title Co
|
3 | $821 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
18 | $739 | |
| 8 | EIG |
Employers Holdings, Inc.
|
13 | $656 |
All Filings in AGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,687 | 46 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,155 | 51 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,134 | 46 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,893 | 46 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,616 | 53 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,052 | 46 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||