Position in AGO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$24,689
+$4,727 QoQ
Shares Held
308
+25.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#288
of 368 holders
Holding Since
Mar 2023
9 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, 2026True Wealth Design, LLC holds $312,067 across 13 Insurance - Specialty names. AGO ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
1,049 | $112,704 | |
| 2 | MTG |
Mgic Investment Corp
|
2,277 | $64,211 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
973 | $45,886 | |
| 4 | AGO |
Assured Guaranty Ltd
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|
308 | $24,689 | |
| 5 | ACT |
Enact Holdings, Inc.
|
428 | $19,563 | |
| 6 | FAF |
First American Financial Corp
|
267 | $18,313 | |
| 7 | ESNT |
Essent Group Ltd.
|
250 | $16,070 | |
| 8 | RDN |
Radian Group Inc
|
112 | $4,219 |
All Filings in AGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,689 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $19,962 | 245 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,210 | 147 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,977 | 236 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,862 | 251 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $47,750 | 542 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,615 | 529 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,090 | 479 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $1,156 | 23 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||