Position in AGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$986,689
-$42,077 QoQ
Shares Held
12,309
-2.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#138
of 368 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $2,495,873 across 4 Insurance - Specialty names. AGO ranks #1 (39.5% of the industry book) .
All Filings in AGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,689 | 12,309 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,028,766 | 12,626 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,146,920 | 12,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,053,130 | 12,441 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,082,391 | 12,427 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,104,421 | 12,536 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,144,207 | 12,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,009,824 | 12,699 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,000,326 | 12,966 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,125,437 | 12,899 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $959,994 | 12,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $776,350 | 12,828 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $647,001 | 11,595 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $584,036 | 11,618 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $816,664 | 13,117 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $687,457 | 14,189 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $716,734 | 12,847 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $763,792 | 11,998 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $730,159 | 14,545 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $680,991 | 14,548 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $704,460 | 14,837 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $643,966 | 15,231 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $445,552 | 14,149 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $295,328 | 13,749 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||