Security Snapshot

Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC) Institutional Ownership

CUSIP: 04681Y103

13F Institutional Holders and Ownership History from Q2 2025 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

39

Shares (Excl. Options)

1.86MFull value: 1,855,611 · shares · 30 Sep 2026

Price

$25.55

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+354,422
Value change
+$9,055,762
Number of holders
39
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
49,532,663
SEC-reported price per share
$25.51
Insider filing price
$25.51
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • ASIC - Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share is tracked under CUSIP 04681Y103.
  • 39 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 83 to 39 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $131.11MFull value: $131,106,776 · USD · 30 Jun 2026
    to
    $47.41MFull value: $47,411,551 · USD · 30 Sep 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 39 institutions filings for Q3 2026.

Open SEC evidence

Security key

04681Y103

13F reference period

Q3 2026

13F holders

39

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
ASIC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Zimmer Financial Services Group LLC 81% $864,741,223 40,220,522 Stuart J. Zimmer 30 Jun 2025
As of 30 Sep 2026, 39 institutional investors reported holding
1.86MFull value: 1,855,611 · shares · 30 Sep 2026
shares of Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC). This represents 3.7% of the company’s total
49.53MFull value: 49,532,663 · shares · Stored outstanding share count
outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Headline period
Q3 2026
Rows shown
1-6 of 6
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,855,611 $47,411,551 +$9,055,762 $25.55 39
2026 Q2 5,451,953 $131,106,776 -$8,279,672 $24.04 83
2026 Q1 5,863,332 $115,899,865 -$5,541,985 $19.77 86
2025 Q4 6,038,856 $126,876,458 -$8,463,129 $21.01 78
2025 Q3 6,477,357 $128,059,225 +$7,071,189 $19.77 67
2025 Q2 6,050,981 $130,217,571 +$129,679,571 $21.52 55
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