Kovitz Investment Group Partners
AGO icon

Kovitz Investment Group Partners’s Assured Guaranty AGO Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-6,476
Closed -$548K – 491
2025
Q3 		$548K Buy
6,476
+3,787
+141% +$315K ﹤0.01% 1004
2025
Q2 		$234K Buy
+2,689
New +$229K ﹤0.01% 1227

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kovitz Investment Group Partners's AGO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 6,476 shares — an estimated $548K sold.

Kovitz Investment Group Partners first reported a position in AGO in Q2 2025 and held it in 2 quarters. The position peaked at $548K in Q3 2025. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,476 Assured Guaranty shares in Q4 2025, an estimated $548K.
  • Kovitz Investment Group Partners first reported a position in Assured Guaranty in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Assured Guaranty position peaked at $548K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.