Public record / Tickers / AGO

AGO — ASSURED GUARANTY LTD†

Both disclosure regimes on one name: who in Congress filed about AGO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming AGO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
334
top-334 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Donna E. Shalala · $1.0K–$15.0K

SELL · traded 2019-03-06 → filed 2020-04-27. Ranked over every AGO row by the provable lower bound, never a point estimate.

No member disclosed AGO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated AGO rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AGO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AGO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-03-06 LATE·418d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in AGO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AGO in the trailing 12 months.

Congress ↔ notable managers · AGO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $22.2M held
Trimming
1 Bridgewater Associates $5.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ASSURED GUARANTY LTD

Merged timeline of congressional filings and notable-manager moves on AGO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+41,207 sh
2026-05-15Bridgewater Associates 13FTRIM−50,698 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AGO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$471M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$320M1
3DIMENSIONAL FUND ADVISORS LP$245M1
4VANGUARD CAPITAL MANAGEMENT LLC$160M1
5River Road Asset Management, LLC$154M1
6STATE STREET CORP$128M1
7FIRST TRUST ADVISORS LP$111M1
8AMERICAN CENTURY COMPANIES INC$107M1
9ROYCE & ASSOCIATES LP$80.0M1
10AQR CAPITAL MANAGEMENT LLC$69.8M1
11FULLER & THALER ASSET MANAGEMENT, INC.$69.2M1
12PRINCIPAL FINANCIAL GROUP INC$63.6M1
13GEODE CAPITAL MANAGEMENT, LLC$59.8M1
14Boston Partners$46.9M1
15MORGAN STANLEY$46.4M1
16TWO SIGMA INVESTMENTS, LP$42.6M1
17Quantinno Capital Management LP$40.7M1
18NORTHERN TRUST CORP$36.5M1
19RAYMOND JAMES FINANCIAL INC$33.7M1
20BROWN ADVISORY INC$33.0M1
21FRANKLIN RESOURCES INC$31.3M1
22Long Focus Capital Management, LLC$31.0M1
23WELLINGTON MANAGEMENT GROUP LLP$30.0M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$29.7M1
25BANK OF AMERICA CORP /DE/$29.3M1
26Qube Research & Technologies Ltd$27.1M1
27Bank of New York Mellon Corp$24.3M1
28Gotham Asset Management, LLC$22.2M1
29VANGUARD FIDUCIARY TRUST CO$22.0M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20.7M1
31Pine Valley Investments Ltd Liability Co$20.6M1
32GENDELL JEFFREY L$20.0M1
33BARCLAYS PLC$19.7M1
34Man Group plc$16.6M1
35Invesco Ltd.$16.1M1
36PUBLIC SECTOR PENSION INVESTMENT BOARD$15.3M1
37UBS Group AG$13.0M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.9M1
39Allianz Asset Management GmbH$10.8M1
40D. E. Shaw & Co., Inc.$10.8M1
41AMERIPRISE FINANCIAL INC$10.6M1
42CITADEL ADVISORS LLC$10.4M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.3M1
44VICTORY CAPITAL MANAGEMENT INC$10.2M1
45Clearbridge Investments, LLC$10.0M1
46Cambria Investment Management, L.P.$9.0M1
47WELLS FARGO & COMPANY/MN$8.9M1
48Legal & General Group Plc$8.3M1
49Robeco Institutional Asset Management B.V.$7.7M1
50ENVESTNET ASSET MANAGEMENT INC$7.7M1
51HSBC HOLDINGS PLC$7.3M1
52CAPITOLIS LIQUID GLOBAL MARKETS LLC$7.1M1
53Swiss National Bank$7.1M1
54Nuveen, LLC$6.8M1
55Vest Financial, LLC$6.6M1
56TEACHER RETIREMENT SYSTEM OF TEXAS$6.5M1
57MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.4M1
58HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.4M1
59FMR LLC$6.0M1
60Corient Private Wealth LLC$5.8M1
61Bridgewater Associates, LP$5.8M1
62Trexquant Investment LP$5.0M1
63EULAV Asset Management$4.9M1
64BANK OF NOVA SCOTIA$4.9M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.7M1
66Amundi$4.6M1
67Cerity Partners LLC$4.4M1
68ALLIANCEBERNSTEIN L.P.$4.4M1
69STIFEL FINANCIAL CORP$4.3M1
70Magnetar Financial LLC$3.9M1
71XTX Topco Ltd$3.9M1
72SEI INVESTMENTS CO$3.3M1
73De Lisle Partners LLP$3.2M1
74Vanguard Global Advisers, LLC$3.2M1
75VANGUARD ASSET MANAGEMENT, Ltd$3.2M1
76Hillsdale Investment Management Inc.$3.1M1
77STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
78VELA Investment Management, LLC$2.9M1
79WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
80NEW YORK STATE COMMON RETIREMENT FUND$2.4M1
81NATIXIS$2.4M1
82Verdence Capital Advisors LLC$2.4M1
83State of New Jersey Common Pension Fund D$2.1M1
84HANCOCK WHITNEY CORP$2.1M1
85Focus Partners Wealth$2.0M1
86CITIGROUP INC$2.0M1
87Illinois Municipal Retirement Fund$1.8M1
88Creative Planning$1.8M1
89INTECH INVESTMENT MANAGEMENT LLC$1.8M1
90Oak Thistle LLC$1.8M1
91KLP KAPITALFORVALTNING AS$1.8M1
92Janus Henderson Group Ltd.$1.7M1
93HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
94M&T BANK CORP$1.6M1
95RBF Capital, LLC$1.5M1
96NATIONAL BANK OF CANADA /FI/$1.4M1
97LPL Financial LLC$1.4M1
98Chou Associates Management Inc.$1.4M1
99ROYAL BANK OF CANADA$1.4M1
100JACOBS LEVY EQUITY MANAGEMENT, INC$1.2M1
101Summit Trail Advisors, LLC$1.2M1
102Diametric Capital, LP$1.2M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$1.1M1
104Pathstone Holdings, LLC$1.1M1
105Tidal Investments LLC$1.1M1
106Y-Intercept (Hong Kong) Ltd$1.1M1
107MERCER GLOBAL ADVISORS INC /ADV$1.1M1
108JAMES INVESTMENT RESEARCH, INC.$1.1M1
109PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.1M1
110Aquatic Capital Management LLC$1.1M1
111CWM, LLC$1.1M1
112Kestra Advisory Services, LLC$1.0M1
113Sequoia Financial Advisors, LLC$1.0M1
114&PARTNERS$1.0M1
115QUADRANT CAPITAL GROUP LLC$998K1
116BANK OF MONTREAL /CAN/$982K1
117Arizona State Retirement System$981K1
118YOUSIF CAPITAL MANAGEMENT, LLC$944K1
119TWINBEECH CAPITAL LP$920K1
120MACKENZIE FINANCIAL CORP$919K1
121Vanguard Investments Australia, Ltd.$900K1
122Caprock Group, LLC$883K1
123COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$873K1
124Sanctuary Advisors, LLC$843K1
125Mraz, Amerine & Associates, Inc.$819K1
126OREGON PUBLIC EMPLOYEES RETIREMENT FUND$806K1
127OPPENHEIMER ASSET MANAGEMENT INC.$802K1
128EVERGREEN CAPITAL MANAGEMENT LLC$797K1
129Vinva Investment Management Ltd$782K1
130EXCHANGE TRADED CONCEPTS, LLC$767K1
131DEUTSCHE BANK AG\$766K1
132JANE STREET GROUP, LLC$756K1
133EVOLVE PRIVATE WEALTH, LLC$744K1
134ExodusPoint Capital Management, LP$711K1
135Maryland State Retirement & Pension System$709K1
136NOMURA HOLDINGS INC$693K1
137Squarepoint Ops LLC$646K1
138US BANCORP \DE\$645K1
139Inscription Capital, LLC$642K1
140Pictet Asset Management Holding SA$634K1
141Sagewood Asset Management LP$630K1
142Vanguard Personalized Indexing Management, LLC$599K1
143Shay Capital LLC$570K1
144HighTower Advisors, LLC$562K1
145Chicago Partners Investment Group LLC$523K1
146Mariner, LLC$494K1
147NISA INVESTMENT ADVISORS, LLC$483K1
148Meeder Advisory Services, Inc.$481K1
149UNITED CAPITAL FINANCIAL ADVISORS, LLC$480K1
150Cetera Investment Advisers$477K1
151COMMONWEALTH EQUITY SERVICES, LLC$470K1
152CHOREO, LLC$469K1
153Kera Capital Partners, Inc.$462K1
154Engineers Gate Manager LP$450K1
155Aaron Wealth Advisors LLC$440K1
156HB Wealth Management, LLC$435K1
157Dynamic Technology Lab Private Ltd$426K1
158Savant Capital, LLC$421K1
159Mitsubishi UFJ Trust & Banking Corp$410K1
160Empowered Funds, LLC$407K1
161WINTON GROUP Ltd$406K1
162MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$404K1
163Frec Markets, Inc.$393K1
164DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$384K1
165Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$370K1
166CANADA PENSION PLAN INVESTMENT BOARD$342K1
167CITIZENS FINANCIAL GROUP INC/RI$340K1
168Procyon Advisors, LLC$338K1
169EntryPoint Capital, LLC$329K1
170Baker Avenue Asset Management, LP$323K1
171PANAGORA ASSET MANAGEMENT INC$318K1
172BOOTHBAY FUND MANAGEMENT, LLC$301K1
173Sterling Capital Management LLC$298K1
174Calamos Advisors LLC$296K1
175Calamos Wealth Management LLC$296K1
176COLDSTREAM CAPITAL MANAGEMENT INC$293K1
177Quadrature Capital Ltd$291K1
178111 Capital$284K1
179Universal- Beteiligungs- und Servicegesellschaft mbH$279K1
180Caitong International Asset Management Co., Ltd$277K1
181LECAP ASSET MANAGEMENT LTD$276K1
182Orion Porfolio Solutions, LLC$272K1
183Ballentine Partners, LLC$272K1
184Rockefeller Capital Management L.P.$270K1
185HUB Investment Partners, LLC$268K1
186XPONANCE LLC$265K1
187VOYA INVESTMENT MANAGEMENT LLC$255K1
188CIBC Asset Management Inc$252K1
189Sigma Planning Corp$251K1
190PRELUDE CAPITAL MANAGEMENT, LLC$250K1
191O'SHAUGHNESSY ASSET MANAGEMENT, LLC$233K1
192Brooklyn Investment Group$231K1
193Vise Technologies, Inc.$227K1
194SAGE RHINO CAPITAL LLC$224K1
195iSAM Funds (UK) Ltd$223K1
196Lido Advisors, LLC$221K1
197SummitTX Capital, L.P.$209K1
198Merit Financial Group, LLC$209K1
199COMMERCE BANK$206K1
200RENAISSANCE TECHNOLOGIES LLC$204K1
201NICOLET BANKSHARES INC$202K1
202SHELTON CAPITAL MANAGEMENT$200K1
203Cresset Asset Management, LLC$200K1
204OSAIC HOLDINGS, INC.$195K1
205SIMPLEX TRADING, LLC$186K1
206Ensign Peak Advisors, Inc$172K1
207Smartleaf Asset Management LLC$154K1
208Bayforest Capital Ltd$149K1
209Parkside Financial Bank & Trust$144K1
210MAI Capital Management$140K1
211Key FInancial Inc$140K1
212ASSETMARK, INC$118K1
213Allworth Financial LP$96.1K1
214State of Wyoming$93.1K1
215Tower Research Capital LLC (TRC)$82.4K1
216New Age Alpha Advisors, LLC$82.1K1
217Pinnacle Wealth Planning Services, Inc.$81.9K1
218FIFTH THIRD BANCORP$79.1K1
219BNP Paribas Asset Management Holding S.A.$69.3K1
220Quarry LP$64.5K1
221MetLife Investment Management, LLC$57.4K1
222SIGNATUREFD, LLC$53.9K1
223NOMURA ASSET MANAGEMENT CO LTD$38.3K1
224NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.3K1
225Larson Financial Group LLC$37.0K1
226Blue Trust, Inc.$37.0K1
227SJS Investment Consulting Inc.$36.9K1
228Arax Advisory Partners$34.7K1
229True Wealth Design, LLC$20.0K1
230UMB Bank, n.a.$18.7K1
231PEREGRINE CAPITAL MANAGEMENT LLC$17.8K1
232MATHER GROUP, LLC.$16.4K1
233Steward Partners Investment Advisory, LLC$13.1K1
234DT Investment Partners, LLC$12.7K1
235PRIVATE TRUST CO NA$12.5K1
236ELEVATION WEALTH PARTNERS, LLC$11.6K1
237FOSTER DYKEMA CABOT & PARTNERS, LLC$10.7K1
238CVA Family Office, LLC$9.6K1
239Manchester Capital Management LLC$7.9K1
240Clearstead Advisors, LLC$7.8K1
241Mitsubishi UFJ Asset Management Co., Ltd.$5.8K1
242JFS WEALTH ADVISORS, LLC$5.6K1
243Spire Wealth Management$5.2K1
244Kilter Group LLC$4.2K1
245WPG Advisers, LLC$4.0K1
246Private Wealth Management Group, LLC$3.7K1
247Bell Investment Advisors, Inc$3.6K1
248ALBION FINANCIAL GROUP /UT$3.3K1
249HARBOR CAPITAL ADVISORS, INC.$2.8K1
250Sapience Investments, LLC$2.4K1
251HM PAYSON & CO$2.2K1
252FARMERS & MERCHANTS INVESTMENTS INC$2.0K1
253JPL Wealth Management, LLC$2.0K1
254State of Alaska, Department of Revenue$1.9K1
255Marquette Asset Management, LLC$1.7K1
256Prestige Wealth Management Group LLC$1.7K1
257Sunrise Financial Services, LLC$1.6K1
258Rialto Wealth Management, LLC$1.5K1
259NATIXIS ADVISORS, LLC$1.5K1
260Treasurer of the State of North Carolina$1.5K1
261Westside Investment Management, Inc.$1.5K1
262DiNuzzo Private Wealth, Inc.$1.2K1
263Summit Global Investments$1.1K1
264Physician Wealth Advisors, Inc.$9781
265BARTLETT & CO. WEALTH MANAGEMENT LLC$8991
266HRT FINANCIAL LP$8961
267Arlington Trust Co LLC$8151
268TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7551
269Sachetta, LLC$7341
270Cromwell Holdings LLC$5701
271Breakwater Investment Management$4891
272Godfrey Financial Associates, Inc.$4891
273NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4661
274PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4511
275Capital Advisors, Ltd. LLC$4381
276MV CAPITAL MANAGEMENT, INC.$3261
277Vermillion Wealth Management, Inc.$3261
278HFM Investment Advisors, LLC$3261
279PEAPACK GLADSTONE FINANCIAL CORP$2641
280Annis Gardner Whiting Capital Advisors, LLC$2451
281GILPIN WEALTH MANAGEMENT, LLC$2451
282GHP Investment Advisors, Inc.$1631
283Ankerstar Wealth, LLC$1631
284KBC Group NV$1101
285TFC Financial Management, Inc.$821
286SBI Securities Co., Ltd.$811
287TORONTO DOMINION BANK$801
288Smithfield Trust Co$211
289VANGUARD GROUP INC— value not disclosed1
290DANSKE BANK A/S— value not disclosed1
291OPPENHEIMER & CO INC— value not disclosed1
292Brandywine Global Investment Management, LLC— value not disclosed1
293VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
294CSS LLC/IL— value not disclosed1
295PROFUND ADVISORS LLC— value not disclosed1
296MILLENNIUM MANAGEMENT LLC— value not disclosed1
297FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
298CIBC Private Wealth Group LLC— value not disclosed1
299NORGES BANK— value not disclosed1
300Walleye Trading LLC— value not disclosed1
301SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
302IMC-Chicago, LLC— value not disclosed1
303Verition Fund Management LLC— value not disclosed1
304DekaBank Deutsche Girozentrale— value not disclosed1
305TWO SIGMA ADVISERS, LP— value not disclosed1
306DRW Securities, LLC— value not disclosed1
307Quantbot Technologies LP— value not disclosed1
308Atria Investments, Inc— value not disclosed1
309Utah Retirement Systems— value not disclosed1
310BTG Pactual Asset Management US LLC— value not disclosed1
311Lighthouse Investment Partners, LLC— value not disclosed1
312ARMISTICE CAPITAL, LLC— value not disclosed1
313Point72 Asset Management, L.P.— value not disclosed1
314Centiva Capital, LP— value not disclosed1
315Counterpoint Mutual Funds LLC— value not disclosed1
316DV Trading LLC— value not disclosed1
317Global Retirement Partners, LLC— value not disclosed1
318Walleye Capital LLC— value not disclosed1
319NICOLET ADVISORY SERVICES, LLC— value not disclosed1
320CBIZ Investment Advisory Services, LLC— value not disclosed1
321CERTUITY, LLC— value not disclosed1
322Pallas Capital Advisors LLC— value not disclosed1
323Invst, LLC— value not disclosed1
324TUCKER ASSET MANAGEMENT LLC— value not disclosed1
325Forum Financial Management, LP— value not disclosed1
326SageView Advisory Group, LLC— value not disclosed1
327Dunhill Financial, LLC— value not disclosed1
328Abound Wealth Management— value not disclosed1
329Perbak Capital Partners LLP— value not disclosed1
330Decker Retirement Planning Inc.— value not disclosed1
331Jain Global LLC— value not disclosed1
332Aster Capital Management (DIFC) Ltd— value not disclosed1
333Keating Financial Advisory Services, Inc.— value not disclosed1
334Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 288 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AGO

RETAINED WINDOW · ACTIVE HITS

Zero hits on AGO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AGO · financials and macro

Financials — as filed PLANNED

AGO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AGO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing