Position in AGO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,320,476
-$114,338 QoQ
Shares Held
53,025
+7.5% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 88.49033474776049.ToString("F0")%
Shared 0.ToString("F0")%
None 11.50966525223951.ToString("F0")%
Common Shares in AGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $22,723,886 across 11 Insurance - Specialty names. AGO ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
48,888 | $4,957,731 | |
| 2 | AGO |
Assured Guaranty Ltd
This page
|
53,025 | $4,320,476 | |
| 3 | FAF |
First American Financial Corp
|
71,118 | $4,287,703 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
80,450 | $3,731,267 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
68,370 | $2,306,803 | |
| 6 | ESNT |
Essent Group Ltd.
|
16,098 | $940,766 | |
| 7 | MTG |
Mgic Investment Corp
|
32,122 | $843,202 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
15,058 | $564,825 |
All Filings in AGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,320,476 | 53,025 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,434,814 | 49,347 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,025,700 | 47,557 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,013,408 | 11,635 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $974,914 | 11,066 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,036,735 | 11,518 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,038,690 | 13,062 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $761,547 | 9,871 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $766,316 | 8,783 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $658,803 | 8,804 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $445,306 | 7,358 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $400,141 | 7,171 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $357,721 | 7,116 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $450,077 | 7,229 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $373,355 | 7,706 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $344,726 | 6,179 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $422,575 | 6,638 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $324,844 | 6,471 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $293,966 | 6,280 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $303,064 | 6,383 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||