AGO CREDIT MONITORIndependent credit surveillance · September 2026
AGO's own numbers

Disclosure layer

Every figure below is transcribed from Assured Guaranty's filed disclosures — the 2Q26 Financial Supplement and Q2 2026 10-Q — not estimated. This is the ground truth the rest of the site is checked against. Vintage: June 30, 2026.

The book at a glance

Net par by sector

SectorNet par ($B)Share

Rating distribution

RatingNet par ($B)

Geography

RegionNet par ($B)

BIG (below-investment-grade) by asset type

Asset typeBIG net par ($M)

BIG = credits AGO rates below investment grade internally. $8.5B is 3.0% of the $281.4B book.

BIG exposures over $50M — the named watch list

Every named BIG credit above $50M from the 2Q26 supplement. BIG slices are shown separately from total-exposure rows (e.g. Palomar's $374M CCC slice vs its $637M B- total).

NameSectorNet par ($M)Rating

Puerto Rico

Loss measures — kept distinct

These are different accounting concepts, not interchangeable. AGO does not disclose expected loss by individual credit; any name-level loss allocation on this site is labeled analyst judgment.

50 largest US public-finance exposures

$48,957M combined. Ratings are AGO internal ratings.

#CreditNet par ($M)Rating

25 largest US structured-finance exposures

$6,368M combined.

#CreditNet par ($M)Rating

50 largest non-US exposures

$36,944M combined.

#CreditCountryNet par ($M)Rating

Tape vs book — reconciliation

Structured-finance transaction list (300 rows)

NameAsset classNet par ($M)Rating