Cornerstone Financial Management LLC
Position in AGO — Assured Guaranty Ltd
CIK 2110329
PROVIDENCE, RI
Position in AGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,164
+$209 QoQ
Shares Held
27
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 368 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $12,578 across 7 Insurance - Specialty names. AGO ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACT |
Enact Holdings, Inc.
|
62 | $2,834 | |
| 2 | AGO |
Assured Guaranty Ltd
This page
|
27 | $2,164 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
56 | $2,114 | |
| 4 | MTG |
Mgic Investment Corp
|
71 | $2,002 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
16 | $1,719 | |
| 6 | RDN |
Radian Group Inc
|
31 | $1,167 | |
| 7 | ESNT |
Essent Group Ltd.
|
9 | $578 |
All Filings in AGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,164 | 27 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,955 | 24 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,168 | 13 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||