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Assured Guaranty Ltd.

AGO Financials
$72.73 $-0.34 (-0.47%)
Market Cap: $3.21 B
Gurus Holding
9
Popularity Rank
#730
% of Shares Held
6.69%
Net Activity (Q2 2026)
+$50.24 M

Guru Ownership Trend

Guru Analysis for Assured Guaranty Ltd. (AGO)

Assured Guaranty Ltd. (AGO), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $214.03 M.

Top institutional holders include Cliff Asness and Chuck Royce.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.24 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 70.4%.

Key Holders

Top 5 by Value

$111.67 M
$84.92 M
$5.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$54.19 M
Total Buy Value
New Buys 1
Additions 4
-$3.95 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Assured Guaranty Ltd. (AGO)

Major holders include Cliff Asness ($111.67 M), Chuck Royce ($84.92 M), Joel Greenblatt ($20 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.94 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $50.24 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited AGO. The total reported sell value was $3.95 M.

Yes, 1 managers opened new positions in AGO, and 4 increased their existing holdings. The total reported buy value was $54.19 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 62.1% 1,395,148 $111.67 M Q2 2026
0.68% Add 8.0% 1,060,397 $84.92 M Q2 2026
0.05% Reduce -8.4% 249,502 $20 M Q2 2026
0.02% Add 5.0% 83,025 $6.66 M Q2 2026
0.02% Reduce -7.1% 66,359 $5.32 M Q2 2026
0.01% New Buy 57,998 $4.65 M Q2 2026
0.63% 16,990 $1.36 M Q2 2026
0.00% Reduce -70.4% 8,965 $718,634 Q2 2026
0.00% Add 76.0% 4,400 $352,704 Q2 2026
Date
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Value
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SEC Form