Joel Greenblatt's AGO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 186.0K shares of Assured Guaranty Ltd. (AGO) worth $15.74 M, representing 0.07% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AGO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2024, adding 54.8K shares. Largest reduction occurred in Q1 2025, reducing 11.1K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Assured Guaranty (AGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Assured Guaranty (AGO) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +16,037 | New Buy | 16,037 | $23.57 |
| Q1 2014 | -5,629 | Reduce 35.10% | 10,408 | $25.37 |
| Q2 2014 | -1,800 | Reduce 17.29% | 8,608 | $24.51 |
| Q3 2014 | +1,113 | Add 12.93% | 9,721 | $22.12 |
| Q4 2014 | +263 | Add 2.71% | 9,984 | $25.94 |
| Q1 2015 | +535 | Add 5.36% | 10,519 | $26.43 |
| Q2 2015 | +5,905 | Add 56.14% | 16,424 | $23.99 |
| Q3 2015 | -2,030 | Reduce 12.36% | 14,394 | $25.01 |
| Q4 2015 | -154 | Reduce 1.07% | 14,240 | $26.40 |
| Q1 2016 | -2,788 | Reduce 19.58% | 11,452 | $25.32 |
| Q2 2016 | -2,484 | Reduce 21.69% | 8,968 | $25.42 |
| Q3 2016 | -8,968 | Sold Out | 8,968 | $0.00 |
| Q4 2021 | +7,666 | New Buy | 7,666 | $50.22 |
| Q1 2022 | +3,742 | Add 48.81% | 11,408 | $63.64 |
| Q2 2022 | +6,220 | Add 54.52% | 17,628 | $55.76 |
| Q3 2022 | +10,685 | Add 60.61% | 28,313 | $48.46 |
| Q4 2022 | -699 | Reduce 2.47% | 27,614 | $62.26 |
| Q1 2023 | +5,820 | Add 21.08% | 33,434 | $50.27 |
| Q2 2023 | +22,671 | Add 67.81% | 56,105 | $55.80 |
| Q3 2023 | +7,335 | Add 13.07% | 63,440 | $60.52 |
| Q4 2023 | +7,762 | Add 12.24% | 71,202 | $74.83 |
| Q1 2024 | +15,787 | Add 22.17% | 86,989 | $87.25 |
| Q2 2024 | +54,809 | Add 63.01% | 141,798 | $77.15 |
| Q3 2024 | +51,745 | Add 36.49% | 193,543 | $79.52 |
| Q4 2024 | -10,140 | Reduce 5.24% | 183,403 | $90.01 |
| Q1 2025 | -11,053 | Reduce 6.03% | 172,350 | $88.10 |
| Q2 2025 | -3,629 | Reduce 2.11% | 168,721 | $87.10 |
| Q3 2025 | +17,248 | Add 10.22% | 185,969 | $84.65 |
Joel Greenblatt's Assured Guaranty Investment FAQs
Joel Greenblatt first purchased Assured Guaranty Ltd. (AGO) in Q4 2013, acquiring 16,037 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Assured Guaranty Ltd. (AGO) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Assured Guaranty Ltd. (AGO) was in Q2 2024, adding 141,798 shares worth $10.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 185,969 shares of Assured Guaranty Ltd. (AGO), valued at approximately $15.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Assured Guaranty Ltd. (AGO) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Assured Guaranty Ltd. (AGO) was 193,543 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.