Chuck Royce's AGO Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 983,385 shares of Assured Guaranty Ltd. (AGO) worth $88.38 M, representing 0.90% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in AGO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2023, adding 324,737 shares. Largest reduction occurred in Q2 2015, reducing 311,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Assured Guaranty (AGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Assured Guaranty (AGO) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -52,442 | Reduce 5.06% | 983,385 | $89.87 |
| Q3 2025 | +69,020 | Add 7.14% | 1.04 M | $84.65 |
| Q2 2025 | -33,953 | Reduce 3.39% | 966,807 | $87.10 |
| Q1 2025 | +10,567 | Add 1.07% | 1 M | $88.10 |
| Q4 2024 | +9,062 | Add 0.92% | 990,193 | $90.01 |
| Q3 2024 | +114,308 | Add 13.19% | 981,131 | $79.52 |
| Q2 2024 | +136,114 | Add 18.63% | 866,823 | $77.15 |
| Q1 2024 | -88,010 | Reduce 10.75% | 730,709 | $87.25 |
| Q4 2023 | -69,849 | Reduce 7.86% | 818,719 | $74.83 |
| Q3 2023 | +91,683 | Add 11.51% | 888,568 | $60.52 |
| Q2 2023 | +280,540 | Add 54.33% | 796,885 | $55.80 |
| Q1 2023 | +324,737 | Add 169.48% | 516,345 | $50.27 |
| Q4 2022 | +38,885 | Add 25.46% | 191,608 | $62.26 |
| Q1 2022 | -140,750 | Reduce 47.96% | 152,723 | $63.66 |
| Q4 2021 | -202,457 | Reduce 40.82% | 293,473 | $50.20 |
| Q3 2021 | -40,651 | Reduce 7.58% | 495,930 | $46.81 |
| Q2 2021 | -40,623 | Reduce 7.04% | 536,581 | $47.48 |
| Q1 2021 | -75,073 | Reduce 11.51% | 577,204 | $42.28 |
| Q4 2020 | +5,300 | Add 0.82% | 652,277 | $31.49 |
| Q3 2020 | +28,600 | Add 4.63% | 646,977 | $21.48 |
| Q2 2020 | +26,480 | Add 4.47% | 618,377 | $24.41 |
| Q1 2020 | +103,747 | Add 21.25% | 591,897 | $25.79 |
| Q4 2019 | +98,926 | Add 25.42% | 488,150 | $49.02 |
| Q3 2019 | +123,362 | Add 46.40% | 389,224 | $44.46 |
| Q2 2019 | -8,222 | Reduce 3.00% | 265,862 | $42.08 |
| Q1 2019 | +1,196 | Add 0.44% | 274,084 | $44.43 |
| Q4 2018 | -12,186 | Reduce 4.27% | 272,888 | $38.28 |
| Q3 2018 | -840 | Reduce 0.29% | 285,074 | $42.23 |
| Q2 2018 | -16,100 | Reduce 5.33% | 285,914 | $35.73 |
| Q1 2018 | +970 | Add 0.32% | 302,014 | $36.20 |
| Q4 2017 | +9,476 | Add 3.25% | 301,044 | $33.87 |
| Q3 2017 | -12,132 | Reduce 3.99% | 291,568 | $37.75 |
| Q2 2017 | -138,904 | Reduce 31.38% | 303,700 | $41.74 |
| Q1 2017 | -43,500 | Reduce 8.95% | 442,604 | $37.11 |
| Q4 2016 | -195,392 | Reduce 28.67% | 486,104 | $37.77 |
| Q3 2016 | +4,500 | Add 0.66% | 681,496 | $27.75 |
| Q2 2016 | +16,200 | Add 2.45% | 676,996 | $25.37 |
| Q1 2016 | -92,500 | Reduce 12.28% | 660,796 | $25.30 |
| Q4 2015 | -162,000 | Reduce 17.70% | 753,296 | $26.43 |
| Q3 2015 | -136,000 | Reduce 12.94% | 915,296 | $25.00 |
| Q2 2015 | -311,000 | Reduce 22.83% | 1.05 M | $23.99 |
| Q1 2015 | -36,200 | Reduce 2.59% | 1.36 M | $26.39 |
| Q4 2014 | +185,800 | Add 15.32% | 1.4 M | $25.99 |
| Q3 2014 | -10,950 | Reduce 0.89% | 1.21 M | $22.16 |
| Q2 2014 | -21,500 | Reduce 1.73% | 1.22 M | $24.50 |
| Q1 2014 | +64,700 | Add 5.48% | 1.25 M | $25.32 |
| Q4 2013 | +93,954 | Add 8.65% | 1.18 M | $23.59 |
| Q3 2013 | +263,000 | Add 31.94% | 1.09 M | $18.75 |
| Q2 2013 | +823,492 | Add 0.00% | 823,492 | $22.06 |
Chuck Royce's Assured Guaranty Investment FAQs
Chuck Royce first purchased Assured Guaranty Ltd. (AGO) in Q2 2013, acquiring 823,492 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Assured Guaranty Ltd. (AGO) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Assured Guaranty Ltd. (AGO) was in Q2 2013, adding 823,492 shares worth $18.17 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 983,385 shares of Assured Guaranty Ltd. (AGO), valued at approximately $88.38 M.
As of the Q4 2025 filing, Assured Guaranty Ltd. (AGO) represents approximately 0.90% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Assured Guaranty Ltd. (AGO) was 1,398,496 shares, as reported at the end of Q4 2014.