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American Integrity Insurance Group (AII): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it. 3 officers or directors bought in 6 months.

Who owns American Integrity Insurance Group?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): James E. Sowell, 22.9% (13G/A filed Feb 17, 2026), Robert C. Ritchie, 12.2% (13G/A filed Feb 17, 2026), Boston Partners, 7.5% (13G/A filed May 14, 2026) and Wasatch Advisors, 6.1% (13G filed Apr 22, 2026). Sowell Investments Holding Co., LLC is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Boston Partners (7.8% of the shares), Wasatch Advisors (6.4%) and Mink Brook Asset Management (5.0%).

Which institutions hold the most American Integrity Insurance Group shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. Boston Partners: 7.8%
  2. 2. Wasatch Advisors: 6.4%
  3. 3. Mink Brook Asset Management: 5.0%
  4. 4. BlackRock: 4.5%
  5. 5. Pacific Ridge Capital Partners: 3.0%
  6. 6. Freestone Grove Partners: 2.5%
  7. 7. Vanguard Capital Management: 2.3%
  8. 8. Russell Investments Group: 1.7%
  9. 9. Geode Capital Management: 1.5%
  10. 10. Two Sigma Investments: 1.5%

How much of American Integrity Insurance Group do institutions own?

The 100 institutions that file 13F reported 55.0% of the shares as of Jun 30, 2026.

Sources:13G/A by James E. Sowell (Feb 17, 2026) ↗13G/A by Robert C. Ritchie (Feb 17, 2026) ↗13G/A by Boston Partners (May 14, 2026) ↗13G by Wasatch Advisors (Apr 22, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 14, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

American Integrity Insurance Group revenue

American Integrity Insurance Group reported annual revenue of $276.5 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
—
All 13F: 100
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$18.83
-2.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of AII (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 55.0% of the shares · top 10: 36.2% · in index firms: 20.3% of the institutional total

Share of the stock held by 13F filers

Q2 2026: 55.0%

56.7%41.8%
Q2 2025Q2 2026

Shares reported by the 100 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (May 14, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

12-month figures to Jun 30, 2026.

Profitability
Operating margin
—
Net margin
26.2%
ROE
23.8%
Growth
Revenue (TTM)
$336M
Revenue growth
29.3%
Net income (TTM)
$88.1M
Balance sheet
Quality vs sector
—

Bank, insurer or other financial company: we do not show net debt / EBITDA or free cash flow. Its cash flow moves with loans and the investment portfolio, and its debt is part of the business: those figures do not read as they do for an industrial company.

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
1.96

Bank or insurer: debt ratios do not apply.

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
3
Amount (6 m)
$200K
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 1 · $2.3M

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Apr 6, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «American Integrity Insurance Group, Inc. Appoints Brian Foley as Chief Financial Officer»

  • Dec 5, 2025Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

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