Cromwell Holdings’s Assured Guaranty AGO Stock Holding History

Cromwell Holdings’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
2026 Q2	$561	Hold	7	–	–	﹤0.01%	1043
2026 Q1	$570	Hold	7	–	–	﹤0.01%	959
2025 Q4	$629	Hold	7	–	–	﹤0.01%	926
2025 Q3	$593	Hold	7	–	–	﹤0.01%	952
2025 Q2	$610	Buy	+7	New	+$596	﹤0.01%	935

Other funds holding AGO

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return