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Bell Investment Advisors, Inc

Position in AGO — Assured Guaranty Ltd

CIK 1890149 ORINDA, CA

Position in AGO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,324
-$1,261 QoQ
Shares Held
29
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 368 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $87,482 across 9 Insurance - Specialty names. AGO ranks #8 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 AGO
Assured Guaranty Ltd
This page
29 $2,324

All Filings in AGO

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,324 29
2026-03-31 $3,585 44
2025-12-31 $3,954 44
2025-09-30 $2,454 29
2025-06-30 $3,832 44
2025-03-31 $3,876 44
2024-12-31 $3,960 44
2024-09-30 $2,306 29
2024-06-30 $2,237 29
2024-03-31 $2,530 29
2023-12-31 $2,170 29
2023-09-30 $1,755 29
2023-06-30 $2,901 52
2023-03-31 $2,614 52
2022-12-31 $4,358 70
2022-09-30 $2,519 52
2022-06-30 $2,901 52
2021-12-31 $2,610 52
2021-09-30 $2,434 52