Assured Guaranty Ltd. (AGO) — Institutional Investor Activity (Q2 2026)

AGO ranks #1660 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

372 institutions disclose a position in AGO, but none treat it as a major bet — even Reinhart Partners, LLC., its most concentrated holder, allocates just 2.3% of its own portfolio to it.

Cliff Asness has added to its AGO position for two straight quarters, increasing it by $64.4M to reach $111.7M today.

River Road Asset Management, LLC has trimmed its AGO position for two straight quarters, cutting it by $76.5M while still holding $93.0M.

AGO is up 0.8% today, and institutions have been net buyers of $378.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AGO posted net income of $351.0M over the trailing twelve months.

• Profitable — net income of $351.0M over the trailing twelve months
• Revenue declined 10.6% year over year
• Net income declined year over year, from $468.0M to $351.0M
• Generated $259.0M in positive operating cash flow
• Liabilities run 1.13x equity — within a conventional range