Which hedge funds own AGO? ASSURED GUARANTY LTD, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in AGO (ASSURED GUARANTY LTD) in their Q2 2026 13F filings, worth $291.1m in total. The largest holder by portfolio weight is Long Focus Capital Management, LLC at 1.2% of its book. 14 opened a new position this quarter: CenterBook Partners LP, Campbell & CO Investment Adviser LLC, BTG Pactual Asset Management US LLC, Quantbot Technologies LP. 8 exited: Oak Thistle LLC, Bayforest Capital Ltd, iSAM Funds (UK) Ltd.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $18.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $4.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $291m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Oak Thistle LLC | 0.2% | $1.8m |
| Bayforest Capital Ltd | 0.2% | $149k |
| iSAM Funds (UK) Ltd | 0.1% | $223k |
| Dark Forest Capital Management LP | 0.10% | $1.1m |
| Twinbeech Capital LP | 0.10% | $920k |
| Prelude Capital Management, LLC | 0.02% | $250k |
| Boothbay Fund Management, LLC | 0.01% | $301k |
| SummitTX Capital, L.P. | 0.01% | $209k |
Ownership over time
Who discovered AGO first? Beta
The run: Q1 2009 → Q1 2010, +225%
| Miller Value Partners (Bill Miller) high conviction | Q3 2008 | 5.5% | +5.5 pts |
| Moore Capital Management, LP high conviction | Q2 2009 | – | +1.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.