Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AGO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.8M | $471.0M | +3.9% | 13.054% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $319.9M | β | 8.865% | 0.02% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $245.4M | -4.5% | 6.801% | 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $160.2M | β | 4.439% | 0.00% |
| 5 | River Road Asset Management, LLC | 1.9M | $154.1M | +0.3% | 4.271% | 1.75% |
| 6 | STATE STREET CORP | 1.6M | $128.1M | -1.5% | 3.550% | 0.00% |
| 7 | FIRST TRUST ADVISORS LP | 1.4M | $110.5M | -7.3% | 3.064% | 0.08% |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.3M | $107.2M | +8.6% | 2.972% | 0.06% |
| 9 | REINHART PARTNERS, INC. | 1.3M | $104.9M | +1.9% | 2.907% | 3.01% |
| 10 | ROYCE & ASSOCIATES LP | 982K | $80.0M | -0.1% | 2.218% | 0.79% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 860K | $69.8M | +63.5% | 1.943% | 0.03% |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 850K | $69.2M | -3.7% | 1.919% | 0.23% |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 781K | $63.6M | -3.1% | 1.763% | 0.03% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 734K | $59.8M | -3.9% | 1.658% | 0.00% |
| 15 | Boston Partners | 576K | $46.9M | -24.9% | 1.300% | 0.05% |
| 16 | GOLDMAN SACHS GROUP INC | 571K | $46.6M | +33.2% | 1.290% | 0.01% |
| 17 | MORGAN STANLEY | 570K | $46.4M | -4.2% | 1.287% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 523K | $42.6M | +63.3% | 1.182% | 0.03% |
| 19 | Quantinno Capital Management LP | 499K | $40.7M | +32.9% | 1.128% | 0.07% |
| 20 | NORTHERN TRUST CORP | 448K | $36.5M | +0.3% | 1.012% | 0.00% |
| 21 | RAYMOND JAMES FINANCIAL INC | 416K | $33.7M | -16.7% | 0.940% | 0.01% |
| 22 | BROWN ADVISORY INC | 405K | $33.0M | -7.3% | 0.914% | 0.05% |
| 23 | FRANKLIN RESOURCES INC | 384K | $31.3M | +41.1% | 0.868% | 0.01% |
| 24 | Long Focus Capital Management, LLC | 380K | $31.0M | 0.0% | 0.858% | 0.87% |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 368K | $30.0M | -40.1% | 0.830% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AGO β a direct measure of their conviction.
Filings activity in AGO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AGO position in Q1 2026
Institutions that fully closed their AGO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 360 | +0.8% | 96.77% | 12.46 pp | $3.28B | 11% |
| Q4 2025 | 357 | +9.5% | 109.23% | +3.74 pp | $3.70B | +3.6% |
| Q3 2025 | 326 | 6.1% | 105.49% | 7.57 pp | $3.57B | 6.7% |
| Q2 2025 | 347 | +6.8% | 113.06% | 5.02 pp | $3.83B | 4.3% |
| Q1 2025 | 325 | +2.2% | 118.08% | 5.52 pp | $4.00B | 4.5% |
| Q4 2024 | 318 | +0.6% | 123.60% | +16.56 pp | $4.18B | +15% |
| Q3 2024 | 316 | 0.3% | 107.04% | +1.55 pp | $3.62B | +1.5% |
| Q2 2024 | 317 | β | 105.49% | β | $3.57B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AGO stock.
Based on Q1 2026 13F filings, institutional ownership of Assured Guaranty Ltd. stands at 96.8%, held across 360 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AGO, with approximately 5,780,463 shares worth $0.47B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of AGO, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AGO is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
62 institutions opened new positions in AGO during Q1 2026, while 59 fully exited. 84 added to existing positions and 213 trimmed.
AGO institutional ownership fell by 12.46 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 57.4% of all reported 13F value in AGO, and the top 25 account for 78.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Assured Guaranty Ltd. (AGO) Institutional Ownership