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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Donna E. Shalala · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-03-06 LATE·418d$1K–$15K
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
290DANSKE BANK A/S$01
291OPPENHEIMER & CO INC$01
292Brandywine Global Investment Management, LLC$01
293VIRGINIA RETIREMENT SYSTEMS ET Al$01
294CSS LLC/IL$01
295PROFUND ADVISORS LLC$01
296MILLENNIUM MANAGEMENT LLC$01
297FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
298CIBC Private Wealth Group LLC$01
299NORGES BANK$01
300Walleye Trading LLC$01
301SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
302IMC-Chicago, LLC$01
303Verition Fund Management LLC$01
304DekaBank Deutsche Girozentrale$01
305TWO SIGMA ADVISERS, LP$01
306DRW Securities, LLC$01
307Quantbot Technologies LP$01
308Atria Investments, Inc$01
309Utah Retirement Systems$01
310BTG Pactual Asset Management US LLC$01
311Lighthouse Investment Partners, LLC$01
312ARMISTICE CAPITAL, LLC$01
313Point72 Asset Management, L.P.$01
314Centiva Capital, LP$01
315Counterpoint Mutual Funds LLC$01
316DV Trading LLC$01
317Global Retirement Partners, LLC$01
318Walleye Capital LLC$01
319NICOLET ADVISORY SERVICES, LLC$01
320CBIZ Investment Advisory Services, LLC$01
321CERTUITY, LLC$01
322Pallas Capital Advisors LLC$01
323Invst, LLC$01
324TUCKER ASSET MANAGEMENT LLC$01
325Forum Financial Management, LP$01
326SageView Advisory Group, LLC$01
327Dunhill Financial, LLC$01
328Abound Wealth Management$01
329Perbak Capital Partners LLP$01
330Decker Retirement Planning Inc.$01
331Jain Global LLC$01
332Aster Capital Management (DIFC) Ltd$01
333Keating Financial Advisory Services, Inc.$01
334Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 334 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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