Latest Period
Q4 2025
Security Snapshot
American Integrity Insurance Group, Inc. - COM (AII) Institutional Ownership
CUSIP: 026948109
13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026
Institutions Reporting
91
Shares (Excl. Options)
10,682,058
Price
$20.83
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- Type / Class
- Equity / COM
- Symbol
- AII on NYSE
- Shares outstanding
- 19,544,131
- Price per share
- $18.55
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 10,682,058
- Total reported value
- $222,524,284
- % of total 13F portfolios
- 0%
- Share change
- +2,509,196
- Value change
- +$51,749,788
- Number of holders
- 91
- Price from insider filings
- $18.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- AII - American Integrity Insurance Group, Inc. - COM is tracked under CUSIP 026948109.
- 91 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 91 to 13 between Q4 2025 and Q1 2026.
- Reported value moved from $222,524,284 to $41,141,454.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 91 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 026948109?
CUSIP 026948109 identifies AII - American Integrity Insurance Group, Inc. - COM in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 026948109:
Significant Owners of American Integrity Insurance Group, Inc. - COM (AII) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SOWELL JAMES E | 23% | -38% | $93,189,754 | -$55,162,777 | 4,473,824 | -37% | James E. Sowell | 31 Dec 2025 |
| Ritchie Robert C | 12% | -19% | $49,886,725 | -$11,134,760 | 2,394,946 | -18% | Robert C. Ritchie | 31 Dec 2025 |
| WASATCH ADVISORS LP | 6.1% | $22,985,462 | 1,192,192 | Wasatch Advisors LP | 31 Mar 2026 | |||
| Boston Partners | 6.1% | +8.5% | $24,754,756 | +$2,105,865 | 1,189,292 | +9.3% | Boston Partners | 31 Dec 2025 |
As of 31 Dec 2025, 91 institutional investors reported holding 10,682,058 shares of American Integrity Insurance Group, Inc. - COM (AII). This represents 55% of the company’s total 19,544,131 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of American Integrity Insurance Group, Inc. - COM (AII) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Boston Partners | 6.1% | 1,191,145 | +9.3% | 0.03% | $24,808,639 |
| WASATCH ADVISORS LP | 4.4% | 860,426 | -5.2% | 0.11% | $17,922,674 |
| Mink Brook Asset Management LLC | 3.3% | 648,405 | +36% | 8.5% | $13,506,276 |
| VANGUARD GROUP INC | 2.9% | 566,666 | +29% | 0% | $11,803,653 |
| Freestone Grove Partners LP | 2.8% | 550,595 | +18% | 0.08% | $11,468,894 |
| BlackRock, Inc. | 2.8% | 539,369 | +22% | 0% | $11,235,057 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.4% | 476,917 | +12% | 0.01% | $9,934,181 |
| CITADEL ADVISORS LLC | 1.7% | 330,203 | +2754% | 0% | $6,878,128 |
| Alyeska Investment Group, L.P. | 1.7% | 327,405 | +5.7% | 0.02% | $6,819,846 |
| Pacific Ridge Capital Partners, LLC | 1.6% | 310,325 | +24% | 1.4% | $6,464,070 |
| Russell Investments Group, Ltd. | 1.6% | 307,934 | +39% | 0.01% | $6,414,260 |
| MILLENNIUM MANAGEMENT LLC | 1.5% | 294,576 | +926% | 0% | $6,136,018 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 291,250 | +91% | 0% | $6,066,739 |
| TWO SIGMA INVESTMENTS, LP | 1.1% | 216,891 | +44% | 0.01% | $4,517,840 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 215,792 | +30% | 0% | $4,495,692 |
| Balyasny Asset Management L.P. | 1% | 203,741 | -59% | 0.01% | $4,243,925 |
| RENAISSANCE TECHNOLOGIES LLC | 0.95% | 185,400 | +1112% | 0.01% | $3,861,882 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.88% | 171,429 | 0% | 0.17% | $3,570,866 |
| Interval Partners, LP | 0.84% | 163,783 | +404% | 0.08% | $3,411,600 |
| Gillson Capital LP | 0.83% | 161,768 | -7.6% | 0.22% | $3,370,000 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.81% | 158,559 | -9.4% | 0.01% | $3,302,784 |
| STATE STREET CORP | 0.8% | 155,973 | +42% | 0% | $3,248,918 |
| FJ Capital Management LLC | 0.79% | 153,491 | +1262% | 0.35% | $3,197,218 |
| ACADIAN ASSET MANAGEMENT LLC | 0.78% | 152,529 | +168% | 0.01% | $3,170,000 |
| Walleye Capital LLC | 0.74% | 144,254 | +575% | 0.02% | $3,004,811 |
Institutional Holders of American Integrity Insurance Group, Inc. - COM (AII) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,133,663 | $41,141,454 | +$11,288,969 | $19.28 | 13 |
| 2025 Q4 | 10,682,058 | $222,524,284 | +$51,749,788 | $20.83 | 91 |
| 2025 Q3 | 8,028,523 | $179,241,131 | +$4,356,579 | $22.31 | 74 |
| 2025 Q2 | 8,189,267 | $150,599,821 | +$150,067,430 | $18.39 | 55 |