Private Wealth Management Group, LLC
Position in AGO — Assured Guaranty Ltd
CIK 2011342
PRINCETON, NJ
Position in AGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,687
-$61 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 368 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $77,690 across 8 Insurance - Specialty names. AGO ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDN |
Radian Group Inc
|
685 | $25,803 | |
| 2 | MTG |
Mgic Investment Corp
|
743 | $20,952 | |
| 3 | ESNT |
Essent Group Ltd.
|
154 | $9,899 | |
| 4 | FAF |
First American Financial Corp
|
123 | $8,436 | |
| 5 | FNF |
Fidelity National Financial, Inc.
|
106 | $4,998 | |
| 6 | AGO |
Assured Guaranty Ltd
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|
46 | $3,687 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
58 | $2,190 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
42 | $1,725 |
All Filings in AGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,687 | 46 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,748 | 46 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,650 | 74 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,264 | 74 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,445 | 74 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,519 | 74 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,660 | 74 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,884 | 74 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,709 | 74 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,839 | 44 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,292 | 44 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||