Filing Research | AGO - ASSURED GUARANTY LTD COM Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	1.2MSH	$99.9M
2	River Road Asset Management, LLC	Shares	1.2MSH	$93.0M
3	Pine Valley Investments Ltd Liability Co	Shares	253.1KSH	$20.3M
4	LRI Investments, LLC	Shares	147.3KSH	$11.8M
5	Robeco Institutional Asset Management B.V.	Shares	86.8KSH	$7.0M
6	Vest Financial, LLC	Shares	62.7KSH	$5.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.3KSH	$3.1M
8	Y-Intercept (Hong Kong) Ltd	Shares	19.7KSH	$1.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	18.7KSH	$1.5M
10	Louisiana State Employees Retirement System	Shares	18.2KSH	$1.5M
11	Pine Valley Investments Ltd Liability Co	CALL	16.0KPRN	$1.3M
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.8KSH	$1.2M
13	Sequoia Financial Advisors, LLC	Shares	13.6KSH	$1.1M
14	JAMES INVESTMENT RESEARCH, INC.	Shares	13.4KSH	$1.1M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.5KSH	$1.0M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.2KSH	$899.4K
17	Mraz, Amerine & Associates, Inc.	Shares	9.9KSH	$792.6K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.9KSH	$790.9K
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	9.3KSH	$743.2K
20	Procyon Advisors, LLC	Shares	4.1KSH	$326.0K
21	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.8KSH	$308.1K
22	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	3.8KSH	$308.0K
23	GAMMA Investing LLC	Shares	2.8KSH	$227.2K
24	Diversified Trust Co	Shares	2.7KSH	$214.3K
25	Ballentine Partners, LLC	Shares	2.6KSH	$210.5K
26	Farther Finance Advisors, LLC	Shares	2.6KSH	$210.1K
27	SOA Wealth Advisors, LLC.	Shares	2.5KSH	$199.4K
28	Key FInancial Inc	Shares	1.7KSH	$137.5K
29	SIGNATUREFD, LLC	Shares	1.4KSH	$112.7K
30	Evergreen Private Wealth LLC	Shares	1.4KSH	$110.0K
31	Versant Capital Management, Inc	Shares	1.2KSH	$95.3K
32	EverSource Wealth Advisors, LLC	Shares	871SH	$69.8K
33	ELEVATION WEALTH PARTNERS, LLC	Shares	581SH	$46.6K
34	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	466SH	$37.4K
35	Blue Trust, Inc.	Shares	459SH	$36.8K
36	SJS Investment Consulting Inc.	Shares	331SH	$26.5K
37	Curated Wealth Partners LLC	Shares	25.0KSH	$26.4K
38	True Wealth Design, LLC	Shares	308SH	$24.7K
39	MassMutual Private Wealth & Trust, FSB	Shares	213SH	$17.1K
40	Wealth Enhancement Trust Services, Inc.	Shares	110SH	$8.8K
41	IFP Advisors, Inc	Shares	109SH	$8.7K
42	AdvisorNet Financial, Inc	Shares	85SH	$6.8K
43	JFS WEALTH ADVISORS, LLC	Shares	69SH	$5.5K
44	High Note Wealth, LLC	Shares	69SH	$5.5K
45	Fortitude Family Office, LLC	Shares	45SH	$3.6K
46	Valued Wealth Advisors LLC	Shares	33SH	$2.6K
47	HM PAYSON & CO	Shares	27SH	$2.2K
48	ALBION FINANCIAL GROUP /UT	Shares	24SH	$1.9K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	24SH	$1.9K
50	Physician Wealth Advisors, Inc.	Shares	24SH	$1.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 80 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$620.1K	$3.1M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+5.9K	+$457.4K	$1.6M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.0K	+$385.6K	$1.2M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+3.8K	+$308.0K	$308.0K
5	Diversified Trust Co new	Shares	+2.7K	+$214.3K	$214.3K
6	Sequoia Financial Advisors, LLC added	Shares	+1.0K	+$66.6K	$1.1M
7	SIGNATUREFD, LLC added	Shares	+745	+$58.8K	$112.7K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+743	+$35.9K	$1.5M
9	ELEVATION WEALTH PARTNERS, LLC added	Shares	+439	+$35.0K	$46.6K
10	Curated Wealth Partners LLC new	Shares	+25.0K	+$26.4K	$26.4K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+110	+$8.8K	$8.8K
12	AdvisorNet Financial, Inc new	Shares	+85	+$6.8K	$6.8K
13	True Wealth Design, LLC added	Shares	+63	+$4.7K	$24.7K
14	IFP Advisors, Inc added	Shares	+46	+$3.6K	$8.7K
15	High Note Wealth, LLC added	Shares	+45	+$3.6K	$5.5K
16	Valued Wealth Advisors LLC new	Shares	+33	+$2.6K	$2.6K
17	EverSource Wealth Advisors, LLC added	Shares	+39	+$2.0K	$69.8K
18	Creative Capital Management Investments LLC new	Shares	+22	+$1.8K	$1.8K
19	Physician Wealth Advisors, Inc. added	Shares	+12	+$946	$1.9K
20	CoreCap Advisors, LLC new	Shares	+11	+$882	$882
21	WEST PACES ADVISORS INC. new	Shares	+6	+$481	$481
22	SBI Securities Co., Ltd. added	Shares	+4	+$320	$401
23	Davis Capital Management new	Shares	+2	+$160	$160
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.3K	+$99	$565
25	Activest Wealth Management new	Shares	+1	+$80	$80
26	TFC Financial Management, Inc. unchanged	Shares	0	-$1	$81
27	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2	$161
28	Hughes Financial Services, LLC unchanged	Shares	0	-$3	$160
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$7	$431
30	Cromwell Holdings LLC unchanged	Shares	0	-$9	$561
31	Arlington Trust Co LLC unchanged	Shares	0	-$13	$802
32	Handelsbanken Fonder AB unchanged	Shares	0	-$17	$994
33	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$20	$1.2K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$32	$1.9K
35	HM PAYSON & CO unchanged	Shares	0	-$35	$2.2K
36	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$91	$5.5K
37	AMALGAMATED BANK trimmed	Shares	-1.5K	-$137	$957
38	Blue Trust, Inc. added	Shares	+5	-$199	$36.8K
39	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-3	-$245	$0
40	Vermillion Wealth Management, Inc. exited	Shares	-4	-$326	$0
41	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-7	-$570	$0
42	State of Alaska, Department of Revenue trimmed	Shares	-7.7K	-$647	$1.3K
43	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-5	-$689	$17.1K
44	Sachetta, LLC exited	Shares	-9	-$734	$0
45	BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed	Shares	-9	-$739	$160
46	Fortitude Family Office, LLC trimmed	Shares	-9	-$793	$3.6K
47	FIRST HORIZON CORP exited	Shares	-17	-$1.4K	$0
48	ALBION FINANCIAL GROUP /UT trimmed	Shares	-17	-$1.4K	$1.9K
49	Marquette Asset Management, LLC exited	Shares	-21	-$1.7K	$0
50	Evergreen Private Wealth LLC unchanged	Shares	0	-$1.8K	$110.0K

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