Security key
026948109
American Integrity Insurance Group, Inc. - Common Stock (AII)
CUSIP: 026948109
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 11,102,178
- Total 13F value
- $214,052,321
- Share change
- +350,577
- SEC-reported price per share
- $19.28
- Number of holders
- 100
- Value change
- +$5,686,557
- Number of buys
- 61
- Number of sells
- 38
- Shares outstanding
- 19,578,720
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
100
Top holders
10
AII full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
American Integrity Insurance Group, Inc. SEC filings
American Integrity Insurance Group, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 026948109
Recent filing periods:
Ownership snapshot
Top reported holders of AII - American Integrity Insurance Group, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
James E. Sowell
Disclosed value leader
James E. Sowell
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 23%
13D/G row: James E. Sowell
Showing 1-6 of 15 holder rows.
Quick read
James E. Sowell leads the comparable SEC ownership view at 23%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens James E. Sowell's linked filing trail.
Comparable ownership
Top 5
James E. Sowell
23%
Robert C. Ritchie
12%
Boston Partners
7.5%
WASATCH ADVISORS LP
6.1%
Benjamin A. Lurie
0.44%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| James E. Sowell |
13D/G
|
23%
|
$93,189,754
4,473,824 shares
|
-$55,162,777 | 31 Dec 2025 |
| Robert C. Ritchie |
13D/G
|
12%
|
$49,886,725
2,394,946 shares
|
-$11,134,760 | 31 Dec 2025 |
| Boston Partners |
13D/G
13F
Company
|
7.5%
|
$27,238,894
1,468,404 shares
|
+$5,177,528 | 31 Mar 2026 |
| WASATCH ADVISORS LP |
13D/G
13F
Company
|
6.1%
|
$22,985,462
1,192,192 shares
|
$0 | 31 Mar 2026 |
| Benjamin A. Lurie |
3/4/5
Chief Financial Officer
|
0.44%
|
$1,564,416
85,534 shares
|
— | 02 Mar 2026 |
| Mink Brook Asset Management LLC |
13F
Company
|
3.3%
|
$13,506,276
648,405 shares
|
— | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
100
Shares
11,102,178
Rows available
100
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
91
Q1 2026 holders
100
Holder diff
9
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend