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

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
ASIC on NYSE
Shares outstanding
49,532,663
Price per share
$21.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,477,357
Total reported value
$128,059,225
% of total 13F portfolios
0%
Share change
+424,416
Value change
+$7,071,189
Number of holders
67
Price from insider filings
$21.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC) based on Schedule 13D/G filings

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 2025, 67 institutional investors reported holding 6,477,357 shares of Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC). This represents 13% of the company’s total 49,532,663 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC) together control 12% 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
BAMCO INC /NY/ 1.4% 679,406 +5.8% 0.04% $13,431,857
Nuveen, LLC 1.3% 643,236 +11% 0% $12,716,775
T. Rowe Price Investment Management, Inc. 1.2% 599,082 -0.15% 0.01% $11,844,000
AMERICAN CENTURY COMPANIES INC 0.88% 437,449 -7.9% 0% $8,648,367
VANGUARD GROUP INC 0.88% 435,526 +336% 0% $8,610,349
Driehaus Capital Management LLC 0.77% 381,830 +1% 0.05% $7,548,779
EMERALD ADVISERS, LLC 0.75% 369,316 -7.7% 0.23% $7,301,377
BlackRock, Inc. 0.71% 349,424 0% $6,908,113
NEXT CENTURY GROWTH INVESTORS LLC 0.46% 228,476 -0.73% 0.33% $4,516,970
PRICE T ROWE ASSOCIATES INC /MD/ 0.37% 182,390 -36% 0% $3,607,000
EMERALD MUTUAL FUND ADVISERS TRUST 0.35% 174,019 -27% 0.18% $3,440,356
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.3% 150,000 -40% 0% $2,965,500
GEODE CAPITAL MANAGEMENT, LLC 0.3% 148,393 0% $2,934,519
CANNELL CAPITAL LLC 0.29% 142,325 +1323% 0.74% $2,813,765
STATE OF WISCONSIN INVESTMENT BOARD 0.25% 125,000 0% 0.01% $2,471,250
Freestone Grove Partners LP 0.24% 119,133 -20% 0.02% $2,355,259
MARSHALL WACE, LLP 0.22% 106,595 +162% 0% $2,107,382
Interval Partners, LP 0.21% 102,077 +25% 0.04% $2,018,062
Ghisallo Capital Management LLC 0.2% 100,000 0% 0.06% $1,977,000
TWO SIGMA INVESTMENTS, LP 0.19% 94,135 0% $1,861,049
Jain Global LLC 0.14% 68,000 -34% 0.02% $1,344,360
Russell Investments Group, Ltd. 0.13% 65,966 +4812% 0% $1,304,173
Schonfeld Strategic Advisors LLC 0.13% 63,058 +12% 0.01% $1,246,656
Alyeska Investment Group, L.P. 0.12% 60,000 0% 0% $1,186,200
MILLENNIUM MANAGEMENT LLC 0.1% 50,215 -28% 0% $992,751

Institutional Holders of Ategrity Specialty Insurance Co Holdings - Common Stock, par value $0.001 per share (ASIC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 25 $526 -$117,474 $21.00 3
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