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Callan Family Office’s Assured Guaranty AGO Stock Holding History

Callan Family Office’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,736
Closed -$238K – 850
2025
Q2 		$238K Buy
+2,736
New +$233K 0.01% 844

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Callan Family Office's AGO Position: Q3 2025 in Review

Callan Family Office sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 2,736 shares — an estimated $238K sold.

Callan Family Office first reported a position in AGO in Q2 2025 and held it in 1 quarter. The position peaked at $238K in Q2 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • Callan Family Office reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
  • Callan Family Office sold 2,736 Assured Guaranty shares in Q3 2025, an estimated $238K.
  • Callan Family Office first reported a position in Assured Guaranty in Q2 2025 and held it in 1 quarter.
  • Callan Family Office's Assured Guaranty position peaked at $238K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.