Position in AGO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$391,501
+$287,289 QoQ
Shares Held
4,884
+281.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#196
of 368 holders
Holding Since
Jun 2024
9 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, 2026ROTHSCHILD INVESTMENT LLC holds $2,494,172 across 16 Insurance - Specialty names. AGO ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
7,975 | $856,834 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
17,634 | $831,619 | |
| 3 | AGO |
Assured Guaranty Ltd
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|
4,884 | $391,501 | |
| 4 | MTG |
Mgic Investment Corp
|
7,335 | $206,847 | |
| 5 | ESNT |
Essent Group Ltd.
|
1,097 | $70,515 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,658 | $62,606 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
661 | $27,160 | |
| 8 | RDN |
Radian Group Inc
|
519 | $19,550 |
All Filings in AGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,501 | 4,884 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $104,212 | 1,279 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $108,203 | 1,204 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $102,934 | 1,216 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $871 | 10 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $881 | 10 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $900 | 10 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $795 | 10 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $771 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||