Winton Group’s Assured Guaranty AGO Stock Holding History

Winton Group’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	$406K	Sell	4,986 -3,114	-38%	-$266K	0.01%	775
2025 Q4	$728K	Sell	8,100 -64,952	-89%	-$5.6M	0.03%	555
2025 Q3	$6.18M	Buy	+73,052	New	+$6.07M	0.23%	124
2025 Q1	–	Sell	-64,430	Closed	-$5.8M	–	660
2024 Q4	$5.8M	Buy	+64,430	New	+$5.64M	0.39%	68
2024 Q2	–	Sell	-18,709	Closed	-$1.63M	–	563
2024 Q1	$1.63M	Buy	18,709 +1,346	+8%	+$113K	0.12%	150
2023 Q4	$1.3M	Buy	+17,363	New	+$1.15M	0.09%	150
2023 Q1	–	Sell	-20,131	Closed	-$1.25M	–	946
2022 Q4	$1.25M	Buy	20,131 +4,094	+26%	+$243K	0.08%	350
2022 Q3	$777K	Buy	+16,037	New	+$861K	0.05%	493
2020 Q2	–	Sell	-72,671	Closed	-$1.87M	–	1437
2020 Q1	$1.87M	Buy	72,671 +37,786	+108%	+$1.56M	0.05%	597
2019 Q4	$1.71M	Sell	34,885 -24,055	-41%	-$1.15M	0.02%	853
2019 Q3	$2.62M	Buy	58,940 +44,154	+299%	+$1.94M	0.03%	471
2019 Q2	$622K	Buy	14,786 +3,389	+30%	+$149K	0.01%	580
2019 Q1	$506K	Buy	+11,397	New	+$475K	0.01%	581

Other funds holding AGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return