Position in AGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,058,689
+$3,835,845 QoQ
Shares Held
74,358
+200.6% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 84.27117897316573.ToString("F0")%
Shared 1.0973275873938126.ToString("F0")%
None 14.63149343944046.ToString("F0")%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $79,178,390 across 9 Insurance - Specialty names. AGO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
699,720 | $42,186,118 | |
| 2 | MTG |
Mgic Investment Corp
|
369,974 | $9,711,817 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
81,034 | $8,217,657 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
180,720 | $6,097,492 | |
| 5 | AGO |
Assured Guaranty Ltd
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|
74,358 | $6,058,689 | |
| 6 | FNF |
Fidelity National Financial, Inc.
|
112,598 | $5,222,294 | |
| 7 | ESNT |
Essent Group Ltd.
|
18,449 | $1,078,159 | |
| 8 | RDN |
Radian Group Inc
|
11,591 | $383,430 |
All Filings in AGO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,058,689 | 74,358 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,222,844 | 24,734 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,644,325 | 19,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,476,519 | 16,952 | Shares | Other | 2025-08-15 | |
| 2025-03-31 | $767,438 | 8,711 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,587,326 | 17,635 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,707,611 | 21,474 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,722,913 | 22,332 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,841,323 | 21,104 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,593,953 | 21,301 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,295,127 | 21,400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,196,017 | 21,434 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,096,941 | 21,821 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,193,212 | 19,165 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||