Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Assured Guaranty Ltd. (AGO)
← All AGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q4 0 0.00 Sell 100.00% 2.17 $20.02–26.79 · VW $23.98i SEC
2014   Q3 2,098,950 2.17 Add 3.29% 0.07 $21.61–24.91 · VW $23.08i $46,513,000 SEC
2014   Q2 2,032,150 2.14 Reduce 1.51% 0.03 $23.10–26.78 · VW $24.71i $49,788,000 SEC
2014   Q1 2,063,250 2.24 Add 0.18% <0.01 $20.44–26.76 · VW $23.49i $52,242,000 SEC
2013   Q4 2,059,575 2.42 Add 3.94% 0.09 $17.80–24.81 · VW $21.62i $48,586,000 SEC
2013   Q3 1,981,425 2.42 Add 3.56% 0.08 $18.42–23.64 · VW $20.49i $37,152,000 SEC
2013   Q2 1,913,400 3.10 Add 2.32% 0.07 $18.92–24.73 · VW $21.82i $42,210,000 SEC
2013   Q1 1,870,000 3.25 Reduce 12.29% 0.37 $13.95–21.30 · VW $18.46i $38,541,000 SEC
2012   Q4 2,132,050 3.04 Add 0.83% 0.03 $12.48–14.80 · VW $13.83i $30,339,000 SEC
2012   Q3 2,114,550 3.35 Reduce 9.11% 0.31 $11.29–15.83 · VW $13.20i $28,801,000 SEC
2012   Q2 2,326,450 3.43 Reduce 3.16% 0.12 $11.17–16.58 · VW $13.56i $32,803,000 SEC
2012   Q1 2,402,312 3.73 Reduce 23.50% 1.10 $13.20–19.04 · VW $16.27i $39,687,000 SEC
2011   Q4 3,140,400 4.69 Reduce 38.75% 2.21 $9.16–14.19 · VW $11.85i $41,265,000 SEC
2011   Q3 5,126,888 5.70 Reduce 11.30% 0.57 $9.67–16.99 · VW $12.82i $83,620,000 SEC
2011   Q2 5,779,794 5.04 Reduce 7.40% 0.45 $14.03–18.54 · VW $16.33i $86,119,000 SEC
2011   Q1 6,241,890 6.05 Reduce 1.87% 0.12 $13.49–20.16 · VW $15.51i $110,482,000 SEC
2010   Q4 6,361,050 6.22 Add 6.02% 0.35 $16.53–22.30 · VW $18.68i $108,838,000 SEC
2010   Q3 6,000,000 5.88 Add 2.03% 0.12 $12.63–18.64 · VW $15.99i $79,620,000 SEC
2010   Q1 5,880,368 7.81 Add 0.19% 0.02 $19.31–24.40 · VW $21.85i $127,957,000 SEC
2009   Q3 5,869,092 6.96 $19.42 $113,978,000 SEC
2009   Q2 5,869,092 6.45 Add 0.09% <0.01 $6.48–16.07 · VW $11.93i $72,660,000 SEC
2009   Q1 5,864,040 5.39 Add 1.42% 0.08 $2.69–12.79 · VW $6.66i $39,700,000 SEC
2008   Q4 5,781,740 6.65 Reduce 3.64% 0.15 $5.49–16.65 · VW $11.10i $65,912,000 SEC
2008   Q3 6,000,000 4.16 Buy 4.16 $7.95–20.64 · VW $13.95i $97,560,000 SEC
Price snapshot:
Current price$83.73
52-week low$72.76
52-week high$91.54