Assured Guaranty Ltd SEC Filings

Assured Guaranty Ltd. announced that Chief Credit Officer Stephen Donnarumma has decided to retire from his position, effective September 30, 2026. He will then serve as a senior advisor to the Chief Executive Officer from October 1, 2026 through April 2, 2027.

Donnarumma joined the company in 1993, became Chief Credit Officer of Assured Guaranty Inc. in 2007, and has held the Chief Credit Officer role at Assured Guaranty Ltd. since 2018. The company highlights his more than three decades of service and significant contributions.

Assured Guaranty Ltd. calls its 2026 Annual General Meeting for May 1, 2026 in London, asking shareholders to elect ten directors, approve say-on-pay, ratify PricewaterhouseCoopers as 2026 auditor, and direct votes for directors and auditor of subsidiary Assured Guaranty Re Ltd.

Management highlights strong 2025 results, with shareholders’ equity per share rising to $125.32, adjusted operating equity per share to $126.78, and adjusted book value per share to $186.43. GAAP net income per share reached $10.26 and adjusted operating income per share $9.08, up 49% and 28% from the prior year.

In 2025 the company insured $33 billion of par, executed $256 million of gross written premiums and $286 million of PVP in its insurance segment, and generated $44 million of GWP and PVP in the U.S. public finance secondary market, a 450% year-over-year increase there. It repurchased 5.8 million shares, or 11.5% of shares outstanding at December 31, 2024, returning a total of $569 million including dividends.

The proxy details an independent, committee-based board structure, director compensation and ownership guidelines, pay-for-performance executive compensation with formal performance ranges, human capital and ESG programs, and the recent launch of annuity reinsurance platform Assured Life Reinsurance Ltd., which management believes will diversify revenue and support future income growth.

Assured Guaranty Ltd. director Lorin Radtke sold common shares in an open-market transaction. On March 4, 2026, Radtke sold 1,219 common shares of Assured Guaranty Ltd. at a price of $87.14 per share, and held 8,297 common shares directly after the sale.

Assured Guaranty Ltd. reports a 21.7% stake in Sound Point Direct Lending BDC. The filing states Assured Guaranty Ltd. beneficially owns 760,000 common shares with sole voting and dispositive power as of 02/13/2026. The schedule cites 3,506,476 shares issued and outstanding as of January 30, 2026 per the issuer's Form 10.

The filing is submitted by Assured Guaranty Ltd. as the ultimate parent of related subsidiaries and is signed by Ling Chow, General Counsel & Secretary, on 02/27/2026.

Assured Guaranty Ltd and its related entities reported their ownership position in Sound Point Direct Lending BDC on a Form 3. The filing shows indirect beneficial ownership of 760,000 Common Shares of Beneficial Interest, held directly by AG Asset Strategies LLC. Assured Guaranty Inc., Assured Guaranty Municipal Holdings Inc., Assured Guaranty US Holdings Inc., and Assured Guaranty Ltd are listed as indirect beneficial owners through the ownership chain described.

Assured Guaranty Ltd. furnished the audited combined financial statements of its insurance subsidiary Assured Guaranty Inc. for the year ended December 31, 2025 and made them available on its website. The auditor issued an unqualified opinion under U.S. GAAS.

For 2025, Assured Guaranty Inc. reported total revenues of $806 million, up from $668 million in 2024, and net income attributable to the company of $437 million versus $402 million in 2024. At December 31, 2025, total assets were $10.2 billion and total shareholder’s equity was $5.5 billion.

The filing also details the subsidiary’s insured portfolio and credit risk profile, including $212.3 billion of net par outstanding in financial guaranty exposures, of which $6.8 billion is below-investment-grade, and discusses key stressed credits such as Puerto Rico obligations, Thames Water and various U.K. and European infrastructure and healthcare exposures.

Assured Guaranty Ltd. is a Bermuda-based holding company focused on financial guaranty insurance, annuity reinsurance and credit-oriented asset management. Its subsidiaries insure U.S. and non-U.S. public finance, infrastructure and structured finance obligations, and also provide specialty insurance and reinsurance.

The company is expanding into life and annuity reinsurance, highlighted by the $158 million acquisition of Warwick Company (UK) Limited and Assured Life Re on January 21, 2026. It also owns about 30% of Sound Point and has committed up to $1 billion to Sound Point-managed alternative investments. As of December 31, 2025, the investment portfolio was $8.5 billion, mostly fixed-maturity securities, and Assured Guaranty’s insurance subsidiaries hold strong financial strength ratings (AA from S&P and A1 from Moody’s). The company reports leading share of insured U.S. public finance issuance and emphasizes disciplined risk management, capital allocation and loss mitigation.