Position in AGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,923
-$4,921 QoQ
Shares Held
24
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 368 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $3,417 across 2 Insurance - Specialty names. AGO ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGO |
Assured Guaranty Ltd
This page
|
24 | $1,923 | |
| 2 | MTG |
Mgic Investment Corp
|
53 | $1,494 |
All Filings in AGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,923 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,844 | 84 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $7,316 | 84 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,545 | 97 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,560 | 84 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||