ZIM
AGO icon

Zacks Investment Management’s Assured Guaranty AGO Stock Holding History

Zacks 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
2025
Q3 		– Sell
-40,804
Closed -$3.55M – 743
2025
Q2 		$3.55M Buy
40,804
+7,302
+22% +$622K 0.03% 262
2025
Q1 		$2.95M Buy
+33,502
New +$3M 0.03% 281
2024
Q3 		– Sell
-23,168
Closed -$1.79M – 681
2024
Q2 		$1.79M Buy
23,168
+3,550
+18% +$278K 0.02% 303
2024
Q1 		$1.71M Buy
+19,618
New +$1.65M 0.02% 335
2015
Q2 		– Sell
-10,141
Closed -$268K – 621
2015
Q1 		$268K Buy
+10,141
New +$262K 0.01% 531
2013
Q4 		– Sell
-18,950
Closed -$355K – 656
2013
Q3 		$355K Sell
18,950
-705
-4% -$14.9K 0.02% 465
2013
Q2 		$434K Buy
+19,655
New +$428K 0.02% 356

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 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