Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Assured Guaranty AGO Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-15,322
Closed -$1.25M – 939
2026
Q1 		$1.25M Hold
15,322
– – 0.01% 673
2025
Q4 		$1.38M Sell
15,322
-14,268
-48% -$1.23M 0.01% 637
2025
Q3 		$2.5M Sell
29,590
-32,244
-52% -$2.68M 0.01% 548
2025
Q2 		$5.39M Sell
61,834
-5,359
-8% -$457K 0.02% 416
2025
Q1 		$5.92M Buy
+67,193
New +$6.03M 0.02% 429
2021
Q1 		– Sell
-160,298
Closed -$5.05M – 1003
2020
Q4 		$5.05M Sell
160,298
-18,602
-10% -$546K 0.04% 397
2020
Q3 		$3.84M Sell
178,900
-150,616
-46% -$3.32M 0.04% 400
2020
Q2 		$8.04M Buy
329,516
+34,510
+12% +$941K 0.09% 257
2020
Q1 		$7.61M Buy
295,006
+256,608
+668% +$10.6M 0.1% 222
2019
Q4 		$1.88M Buy
+38,398
New +$1.84M 0.02% 556
2018
Q2 		– Sell
-6,190
Closed -$224K – 1017
2018
Q1 		$224K Sell
6,190
-233,553
-97% -$8.23M ﹤0.01% 907
2017
Q4 		$8.12M Sell
239,743
-8,030
-3% -$291K 0.14% 199
2017
Q3 		$9.35M Sell
247,773
-22,975
-8% -$984K 0.18% 177
2017
Q2 		$11.3M Sell
270,748
-15,754
-5% -$621K 0.24% 138
2017
Q1 		$10.6M Sell
286,502
-2,930
-1% -$116K 0.21% 148
2016
Q4 		$10.9M Buy
289,432
+116,782
+68% +$3.92M 0.21% 151
2016
Q3 		$4.79M Buy
172,650
+99,450
+136% +$2.68M 0.09% 274
2016
Q2 		$1.86M Buy
+73,200
New +$1.88M 0.04% 440
2015
Q4 		– Sell
-39,780
Closed -$995K – 795
2015
Q3 		$995K Sell
39,780
-44,140
-53% -$1.11M 0.02% 485
2015
Q2 		$2.01M Buy
+83,920
New +$2.34M 0.04% 376
2015
Q1 		– Sell
-69,990
Closed -$1.82M – 780
2014
Q4 		$1.82M Sell
69,990
-39,760
-36% -$958K 0.03% 401
2014
Q3 		$2.43M Buy
109,750
+98,300
+859% +$2.29M 0.04% 361
2014
Q2 		$281K Sell
11,450
-85,460
-88% -$2.12M ﹤0.01% 722
2014
Q1 		$2.45M Sell
96,910
-97,432
-50% -$2.3M 0.04% 366
2013
Q4 		$4.58M Buy
+194,342
New +$4.23M 0.07% 305

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Jacobs Levy Equity Management's AGO Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Assured Guaranty (AGO) in Q2 2026, closing a stake of 15,322 shares — an estimated $1.25M sold.

Jacobs Levy Equity Management first reported a position in AGO in Q4 2013 and held it in 25 quarters. The position peaked at $11.3M in Q2 2017. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Assured Guaranty position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,322 Assured Guaranty shares in Q2 2026, an estimated $1.25M.
  • Jacobs Levy Equity Management first reported a position in Assured Guaranty in Q4 2013 and held it in 25 quarters.
  • Jacobs Levy Equity Management's Assured Guaranty position peaked at $11.3M in Q2 2017.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.