Bruce G. Allen Investments, LLC

Position in AGO — Assured Guaranty Ltd

CIK 2005409 DENVER, CO

Position in AGO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$961

-$261 QoQ

Shares Held

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#342

of 368 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $89,149 across 5 Insurance - Specialty names. AGO ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXS	Axis Capital Holdings Ltd	716	$76,927
2	FNF	Fidelity National Financial, Inc.	182	$8,583
3	FAF	First American Financial Corp	25	$1,714
4	ESNT	Essent Group Ltd.	15	$964
5	AGO	Assured Guaranty Ltd This page	12	$961

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961	12	-20.0%	Shares	Sole	2026-07-31
2026-03-31	$1,222	15	-16.7%	Shares	Sole	2026-05-08
2025-12-31	$1,617	18	-5.3%	Shares	Sole	2026-02-10
2025-09-30	$1,608	19	-5.0%	Shares	Sole	2025-10-30
2025-06-30	$1,742	20	0.0%	Shares	Sole	2025-07-09
2025-03-31	$1,762	20	+5.3%	Shares	Sole	2025-04-14
2024-12-31	$1,710	19	+35.7%	Shares	Sole	2025-01-10
2024-09-30	$1,113	14	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.