Position in AGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,078,152
-$18,242 QoQ
Shares Held
13,450
-0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#132
of 368 holders
Holding Since
Mar 2020
26 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $4,107,204 across 3 Insurance - Specialty names. AGO ranks #3 (26.3% of the industry book) .
All Filings in AGO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,152 | 13,450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,096,394 | 13,456 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,207,762 | 13,439 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,137,103 | 13,433 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $902,791 | 10,365 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $913,156 | 10,365 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $932,953 | 10,365 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $824,224 | 10,365 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $799,659 | 10,365 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $904,695 | 10,369 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $775,912 | 10,369 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $627,531 | 10,369 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $578,590 | 10,369 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $521,249 | 10,369 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $732,737 | 11,769 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $570,208 | 11,769 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $656,592 | 11,769 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $746,731 | 11,730 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $803,200 | 16,000 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $748,960 | 16,000 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $759,680 | 16,000 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $676,480 | 16,000 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $503,840 | 16,000 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $178,284 | 8,300 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $429,175 | 17,582 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $242,812 | 9,415 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||