Position in AGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$910,537
+$475,679 QoQ
Shares Held
11,359
+112.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 368 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $6,045,496 across 7 Insurance - Specialty names. AGO ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
56,983 | $2,151,678 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
24,799 | $1,169,520 | |
| 3 | AGO |
Assured Guaranty Ltd
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|
11,359 | $910,537 | |
| 4 | MTG |
Mgic Investment Corp
|
24,415 | $688,503 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
5,373 | $577,275 | |
| 6 | RDN |
Radian Group Inc
|
8,216 | $309,496 | |
| 7 | FAF |
First American Financial Corp
|
3,477 | $238,487 |
All Filings in AGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,537 | 11,359 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $434,858 | 5,337 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $363,074 | 4,040 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $274,519 | 3,243 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $252,142 | 2,862 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $243,477 | 2,705 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||