American Integrity Insurance Group, Inc. - Common Stock (AII)

CUSIP: 026948109

Q3 2026 13F Holders as of 30 Sep 2026

Security type / class
Equity / Common Stock
Total 13F shares
1,293,669
Total 13F value
$32,328,788
Holder snapshot 6 signals
Share change
+17,564
SEC-reported price per share
$24.99
Number of holders
9
Value change
+$438,924
Number of buys
4
Number of sells
2
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,578,720

Security key

026948109

Report period

Q3 2026

Institutions

9

Top holders

9

AII full security history Ownership snapshot Full 13F holder table Previous quarter: Q2 2026 American Integrity Insurance Group, Inc. SEC filings American Integrity Insurance Group, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
4/15
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 23% 11 rows are not safely comparable across share classes. 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%.

4 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 4
James E. Sowell 23%
Robert C. Ritchie 12%
Boston Partners 7.5%
WASATCH ADVISORS LP 6.1%

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 3/4/5
10%+ Owner
13D/G 3/4/5
23%
Reported 13D/G · 31 Dec 2025
$93,189,754
4,473,824 shares
 -$55,162,777 31 Dec 2025
Robert C. Ritchie
13D/G
13D/G
12%
Reported 13D/G · 31 Dec 2025
$49,886,725
2,394,946 shares
 -$11,134,760 31 Dec 2025
Boston Partners
13F 13D/G
Company
13F 13D/G
7.5%
Reported 13D/G · 31 Mar 2026
$28,756,333
1,527,196 shares
 — 30 Jun 2026
WASATCH ADVISORS LP
13F 13D/G
Company
13F 13D/G
6.1%
Reported 13D/G · 31 Mar 2026
$23,728,982
1,260,169 shares
 — 30 Jun 2026
Sowell Investments Holding Co., LLC
3/4/5
10%+ Owner
3/4/5
—
denominator unverified
$77,681,533
4,610,180 shares
 +$2,301,242 05 Jun 2026
Mink Brook Asset Management LLC
13F
Company
13F
—
denominator unverified
$18,415,156
977,969 shares
 — 30 Jun 2026
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 Q3 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
9
Shares
1,293,669
Rows available
9
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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
100
Q3 2026 holders
9
Holder diff
-91
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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