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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Zacks Investment Management's AGO Position: Q3 2025 in Review

Zacks Investment Management sold out of Assured Guaranty (AGO) in Q3 2025, closing a stake of 40,804 shares — an estimated $3.55M sold.

Zacks Investment Management first reported a position in AGO in Q2 2013 and held it in 7 quarters. The position peaked at $3.55M in Q2 2025. 336 funds tracked by Wall St. Rank hold AGO as of Q3 2025.

  • Zacks Investment Management reported no remaining Assured Guaranty position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 40,804 Assured Guaranty shares in Q3 2025, an estimated $3.55M.
  • Zacks Investment Management first reported a position in Assured Guaranty in Q2 2013 and held it in 7 quarters.
  • Zacks Investment Management's Assured Guaranty position peaked at $3.55M in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.