Position in AGO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,822
-$105,234 QoQ
Shares Held
96
-92.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Clearstead Advisors, LLC holds $538,332 across 8 Insurance - Specialty names. AGO ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITIC |
Investors Title Co
|
1,250 | $271,675 | |
| 2 | AXS |
Axis Capital Holdings Ltd
|
2,195 | $222,594 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
409 | $13,799 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
244 | $11,316 | |
| 5 | AGO |
Assured Guaranty Ltd
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|
96 | $7,822 | |
| 6 | FAF |
First American Financial Corp
|
125 | $7,536 | |
| 7 | MTG |
Mgic Investment Corp
|
70 | $1,837 | |
| 8 | ESNT |
Essent Group Ltd.
|
30 | $1,753 |
All Filings in AGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,822 | 96 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $113,056 | 1,258 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $52,144 | 616 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,918 | 642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,457 | 96 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,640 | 96 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,633 | 96 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,406 | 96 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,376 | 96 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,183 | 96 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,147 | 52 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||