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VELA Investment Management’s Assured Guaranty AGO Stock Holding History

VELA Investment 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
Q1 		$2.92M Buy
35,791
+682
+2% +$58.2K 0.67% 47
2025
Q4 		$3.16M Buy
35,109
+827
+2% +$71.3K 0.74% 45
2025
Q3 		$2.9M Sell
34,282
-146
-0.4% -$12.1K 0.71% 42
2025
Q2 		$3M Hold
34,428
– – 0.81% 39
2025
Q1 		$3.03M Hold
34,428
– – 0.95% 33
2024
Q4 		$3.1M Buy
34,428
+4,165
+14% +$365K 0.86% 31
2024
Q3 		$2.41M Buy
30,263
+6,865
+29% +$541K 0.74% 44
2024
Q2 		$1.81M Buy
23,398
+3,038
+15% +$237K 0.56% 60
2024
Q1 		$1.78M Sell
20,360
-3,174
-13% -$267K 0.6% 52
2023
Q4 		$1.76M Hold
23,534
– – 0.67% 46
2023
Q3 		$1.42M Sell
23,534
-1,598
-6% -$94.9K 0.63% 53
2023
Q2 		$1.4M Hold
25,132
– – 0.65% 54
2023
Q1 		$1.26M Buy
25,132
+2,112
+9% +$123K 0.57% 62
2022
Q4 		$1.43M Buy
23,020
+837
+4% +$49.6K 0.71% 46
2022
Q3 		$1.07M Buy
22,183
+2,539
+13% +$136K 0.61% 53
2022
Q2 		$1.1M Buy
19,644
+1,576
+9% +$91K 0.63% 50
2022
Q1 		$1.15M Buy
18,068
+70
+0.4% +$4.01K 0.72% 46
2021
Q4 		$903K Buy
+17,998
New +$926K 0.61% 54

Other funds holding AGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

VELA Investment Management's AGO Position: Q1 2026 in Review

VELA Investment Management increased its Assured Guaranty (AGO) stake by 1.9% in Q1 2026, buying an estimated $58.2K and bringing the position to 35,791 shares worth $2.92M. The position accounts for 0.67% of the portfolio, ranked #47.

VELA Investment Management first reported a position in AGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.16M in Q4 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • VELA Investment Management held 35,791 shares of Assured Guaranty worth $2.92M as of Q1 2026.
  • VELA Investment Management bought 682 Assured Guaranty shares in Q1 2026, an estimated $58.2K.
  • Assured Guaranty made up 0.67% of VELA Investment Management's portfolio in Q1 2026, its #47 holding.
  • VELA Investment Management first reported a position in Assured Guaranty in Q4 2021 and has held it in 18 quarters since.
  • VELA Investment Management's Assured Guaranty position peaked at $3.16M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.