Position in AGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,045,248
+$2,287,539 QoQ
Shares Held
125,315
+31.6% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $644,533,420 across 16 Insurance - Specialty names. AGO ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
11,079,911 | $312,453,486 | |
| 2 | RDN |
Radian Group Inc
|
1,731,691 | $65,232,795 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
1,043,631 | $49,217,633 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
1,184,503 | $48,671,226 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,155,677 | $43,638,361 | |
| 6 | AXS |
Axis Capital Holdings Ltd
|
359,850 | $38,662,281 | |
| 7 | ESNT |
Essent Group Ltd.
|
566,455 | $36,411,724 | |
| 8 | FAF |
First American Financial Corp
|
313,396 | $21,495,829 |
All Filings in AGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,045,248 | 125,315 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $7,757,709 | 95,210 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,466,544 | 105,336 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,183,197 | 96,671 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $14,828,076 | 170,242 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $10,459,494 | 118,723 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $13,998,893 | 155,526 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,209,217 | 140,961 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $13,944,859 | 180,750 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $22,001,744 | 252,169 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $9,715,176 | 129,830 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $6,694,235 | 110,612 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,280,064 | 112,546 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,304,279 | 145,301 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $5,245,465 | 84,251 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,843,213 | 120,603 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,363,106 | 131,979 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,829,125 | 107,275 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,590,137 | 91,437 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,760,811 | 101,705 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,664,197 | 224,604 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,724,295 | 159,042 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,515,227 | 111,630 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,116,466 | 145,087 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,016,809 | 164,556 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $4,056,610 | 157,294 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||