AGO

Assured Guaranty Ltd$82.72 1.70%
FinancialsUSCUSIP G0585R106· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
301
-217 QoQ
13F Value (tracked)
$3.2B
Insider Net · 180d
-$18.1M
0↑ 4↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)23 adding · 23 trimming
Insider net (180d)-$18.1M

Price & smart-money activity

$82.72 1.70%5Y +69.7%
$42.00$56.06$70.12$84.18$98.2420212022202320242025202617352544727482283823439344343314336631435344925746364453535625660596137257788880724908332237
Hover for who · click for detailEnd-of-day closing prices52w $73.20 – $92.18

Who owns AGO?

301 tracked 13F filers

301 tracked 13F filers disclose a position in AGO as of the latest SEC 13F filings, a combined $3.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$471.0M
5.8M
+3.9%
Added · +218K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$319.9M
3.9M
First observed position
No prior filed position
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$245.4M
3.0M
−4.5%
Reduced · −142K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$160.2M
2.0M
First observed position
No prior filed position
Q1 2026
5River Road Asset Management, LLC
$154.1M
1.9M
+0.3%
Added · +6K sh
Q1 2026
6STATE STREET CORP
$128.1M
1.6M
−1.5%
Reduced · −24K sh
Q1 2026
7FIRST TRUST ADVISORS LP
$110.5M
1.4M
−7.3%
Reduced · −108K sh
Q1 2026
8AMERICAN CENTURY COMPANIES INC
$107.2M
1.3M
+8.6%
Added · +104K sh
Q1 2026
9REINHART PARTNERS, LLC.
$104.9M
1.3M
+1.9%
Added · +24K sh
Q1 2026
10AQR CAPITAL MANAGEMENT LLC
$69.8M
860K
+64%
Added · +334K sh
Q1 2026
11FULLER & THALER ASSET MANAGEMENT, INC.
$69.2M
850K
−3.6%
Reduced · −32K sh
Q1 2026
12PRINCIPAL FINANCIAL GROUP INC
$63.6M
781K
−3.1%
Reduced · −25K sh
Q1 2026
13GEODE CAPITAL MANAGEMENT, LLC
$59.8M
734K
−3.9%
Reduced · −30K sh
Q1 2026
14Boston Partners
$46.9M
576K
−25%
Reduced · −191K sh
Q1 2026
15NORGES BANK
$51.5M
573K
+9.5%
Added · +50K sh
Q4 2025
16GOLDMAN SACHS GROUP INC
$46.6M
571K
+33%
Added · +143K sh
Q1 2026
17MORGAN STANLEY
$46.4M
570K
−4.2%
Reduced · −25K sh
Q1 2026
18TWO SIGMA INVESTMENTS, LP
$42.6M
523K
+63%
Added · +203K sh
Q1 2026
19Quantinno Capital Management LP
$40.7M
499K
+33%
Added · +124K sh
Q1 2026
20NORTHERN TRUST CORP
$36.5M
448K
+0.3%
Added · +1K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$33.7M
416K
−17%
Reduced · −83K sh
Q1 2026
22BROWN ADVISORY INC
$33.0M
405K
−7.3%
Reduced · −32K sh
Q1 2026
23FRANKLIN RESOURCES INC
$31.3M
384K
+41%
Added · +112K sh
Q1 2026
24Long Focus Capital Management, LLC
$31.0M
380K
Held
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$29.7M
364K
+15%
Added · +48K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AGO being bought or sold by institutions?

Last quarter, 3 funds opened a new position in AGO and 20 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
20
funds
Reduced
23
funds
Exited
0
funds

Funds that own AGO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT160 funds$233.6B
META PLATFORMS INC-CLASS AMETA155 funds$95.5B
AMAZON.COM INCAMZN152 funds$169.1B
ALPHABET INC-CL AGOOGL152 funds$135.3B
APPLE INCAAPL151 funds$253.0B
ELI LILLY & COLLY151 funds$65.4B
MICRON TECHNOLOGY INCMU151 funds$32.2B
NVIDIA CORPNVDA150 funds$334.7B
BROADCOM INCAVGO149 funds$134.9B
TESLA INCTSLA149 funds$62.0B
MASTERCARD INC - AMA149 funds$46.8B
COSTCO WHOLESALE CORPCOST149 funds$32.5B

Ranked by how many of AGO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$18.1M
4 insiders
Net
-$18.1M
7 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 29, 2026Radtke LorinDirectorSell (S)1K$78K
May 11, 2026Bailenson RobertChief Operating OfficerSell (S)18K$1.4M
May 11, 2026Bailenson RobertChief Operating OfficerSell (S)32K$2.6M
Mar 30, 2026BORGES FRANCISCO LDirectorSell (S)124K$9.9M
Mar 23, 2026FREDERICO DOMINICPresident/CEO/Deputy Chairman, DirectorSell (S)30K$2.4M
Mar 20, 2026FREDERICO DOMINICPresident/CEO/Deputy Chairman, DirectorSell (S)20K$1.6M
Mar 4, 2026Radtke LorinDirectorSell (S)1K$106K
Sep 23, 2025FREDERICO DOMINICPresident/CEO/Deputy Chairman, DirectorSell (S)25K$2.1M
Aug 11, 2025Bailenson RobertChief Operating OfficerSell (S)40K$3.3M
May 20, 2025FREDERICO DOMINICPresident/CEO/Deputy Chairman, DirectorSell (S)10K$899K
May 19, 2025FREDERICO DOMINICPresident/CEO/Deputy Chairman, DirectorSell (S)72K$6.2M
May 13, 2025Bieling LauraChief Accounting OfficerSell (S)3K$232K

Institutional ownership over time

83 funds-149 since Q3 2024
0150300Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $68.0M · 1 values withheld

Recent filings

15 shown

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Connected entities for AGO

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Ask your agent what changed in AGO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AGO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AGO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.