Who are Assured Guaranty Ltd's suppliers?

10 disclosed: Goldman Sachs Asset Management, L.P., MacKay Shields LLC, Sound Point (Sound Point managed investments) and 7 more.

Who are Assured Guaranty Ltd's customers?

21 disclosed: Alameda Corridor Transportation Authority, California, Anglian Water Services Financing PLC, Capital Hospitals (Issuer) PLC and 18 more.

AGONYSESurety Insurance

Assured Guaranty Ltd

70.43

Closed16:00 ET

Open71.33Volume350,837Mkt cap$3.1BP/E9.24EPS7.62Div yield2.10%

Day70.20 – 71.3321%52-wk67.24 – 91.0713%

AGO

Assured Guaranty Ltd

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±5.9%implied · report alone

66.3274.64

straddle ±6.6%

spot 70.48exp Nov 20ATM strike 70ATM straddle 5.47IV 41%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

after close · in 5 days

est.Q3 FY26

Earnings

Next report

Last report

−8.65%

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

History

Linked news

3dSPGI · supplierS&P Global Q3 net income $1,240 million, revenue $3,678 million, diluted EPS $4.25
5dGS · supplierGoldman Sachs slashes Kospi target to 9,000 but still sees over 60% upside

News

Largest filed tie

13F top-10 QoQ

+0.17%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

368 managers

Top fund weight

0.01%

AGO weight · VIG

N-PORTJul 31 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies Assured Guaranty, and who buys from it

Assured Guaranty has 10 disclosed suppliers and 21 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Feb 27 '26

Sources

MCO

SPGI

AHPunlisted

Assured Guaranty Finance Overseas Ltd. (AGFOL)unlisted

Intex (a commercially available structured finance reporting system)unlisted

Kroll Bond Rating Agency (KBRA)unlisted

MacKay Shieldsunlisted

Sound Point (Sound Point managed investments)unlisted

Wellington Management Company, LLPunlisted

← Buys from

AGO

Alameda Corridor Transportation Authority, Californiaunlisted

Anglian Water Services Financingunlisted

Capital Hospitals (Issuer)unlisted

Channel Link Enterprises Financeunlisted

CommonSpirit Health, Illinoisunlisted

Dwr Cymru Financingunlisted

Foothill/Eastern Transportation Corridor Agency, Californiaunlisted

JFK New Terminal One, New Yorkunlisted

Lower Colorado River Authorityunlisted

Metro Washington Airports Authority (Dulles Toll Road)unlisted

National Grid Gasunlisted

New Jersey (State of)unlisted

New York Metropolitan Transportation Authorityunlisted

New York Power Authorityunlisted

Pennsylvania (Commonwealth of)unlisted

Prepaunlisted

Severn Trent Water Utilities Financeunlisted

Southern Water Servicesunlisted

Thames Water Utilities Financeunlisted

Sells to →

Suppliers10Customers21

MCO

SPGI

AHPunlisted

Assured Guaranty Finance Overseas Ltd. (AGFOL)unlisted

Intex (a commercially available structured finance reporting system)unlisted

Kroll Bond Rating Agency (KBRA)unlisted

MacKay Shieldsunlisted

AGO

Alameda Corridor Transportation Authority, Californiaunlisted

Anglian Water Services Financingunlisted

Capital Hospitals (Issuer)unlisted

Channel Link Enterprises Financeunlisted

CommonSpirit Health, Illinoisunlisted

Dwr Cymru Financingunlisted

Foothill/Eastern Transportation Corridor Agency, Californiaunlisted

JFK New Terminal One, New Yorkunlisted

+2 more

Sound Point (Sound Point managed investments)unlisted

Wellington Management Company, LLPunlisted

+13 more

Lower Colorado River Authorityunlisted

Metro Washington Airports Authority (Dulles Toll Road)unlisted

National Grid Gasunlisted

New Jersey (State of)unlisted

New York Metropolitan Transportation Authorityunlisted

New York Power Authorityunlisted

Pennsylvania (Commonwealth of)unlisted

Prepaunlisted

Severn Trent Water Utilities Financeunlisted

Southern Water Servicesunlisted

Thames Water Utilities Financeunlisted

United Utilities Waterunlisted

Yorkshire Water Services Financeunlisted

suppliercustomerunlisted2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 04:15 ETSources

Supply chain

SEC EDGAR

Sources for AGO relationships

SEC EDGAR · verbatim disclosure

Sources for AGO relationships

EDGAR · verbatim disclosure · 24Show sources· 24

supplier

GSGoldman Sachs Asset Management, L.P.

SentenceAs of December 31, 2025, the majority (67%, or $5.7 billion) of the fixed-maturity securities and short-term investments was managed by Goldman Sachs Asset Management, L.P., Wellington Management Company, LLP, and MacKay Shields LLC.

AGO 10-Kaccession 0001273813-26-000011filed Feb 27 '26GS

—MacKay Shields LLCunlisted

AGO 10-Kaccession 0001273813-26-000011filed Feb 27 '26

—Sound Point (Sound Point managed investments)unlisted

SentenceIn addition, in accordance with the terms of a letter agreement (Letter Agreement), effective July 1, 2023, AG (i) engaged Sound Point as its sole alternative credit manager and (ii) transitioned to Sound Point the management of certain existing alternative investments and related commitments.

AGO 10-Kaccession 0001273813-26-000011filed Feb 27 '26

—Wellington Management Company, LLPunlisted

AGO 10-Kaccession 0001273813-26-000011filed Feb 27 '26

customer

—Alameda Corridor Transportation Authority, Californiaunlisted

SentenceAlameda Corridor Transportation Authority, California 1,427 0.7 BBB

AGO 10-Kaccession 0001273813-26-000011filed Feb 27 '26

—Anglian Water Services Financing PLCunlisted

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders