BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in AGO — Assured Guaranty Ltd

CIK 2010186 CINCINNATI, OH

Position in AGO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$160

-$736 QoQ

Shares Held

-81.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#363

of 368 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $302,257 across 6 Insurance - Specialty names. AGO ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NMIH	NMI Holdings, Inc.	3,793	$155,854
2	AXS	Axis Capital Holdings Ltd	1,357	$145,796
3	MTG	Mgic Investment Corp	6	$169
4	AGO	Assured Guaranty Ltd This page	2	$160
5	FNF	Fidelity National Financial, Inc.	3	$141
6	FAF	First American Financial Corp	2	$137

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160	2	-81.8%	Shares	Sole	2026-07-24
2026-03-31	$896	11	-74.4%	Shares	Sole	2026-05-06
2021-09-30	$2,012	43	+59.3%	Shares	Sole	2024-02-14
2021-06-30	$1,281	27	0.0%	Shares	Sole	2024-02-14
2021-03-31	$1,141	27	0.0%	Shares	Sole	2024-02-14
2020-12-31	$850	27	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.