| Due Diligence for Asset Managers |
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| American Integrity Insurance Group Inc | |
|---|---|
| Ticker | AII |
| CIK # | 0002007587 |
| CUSIP | 026948109 |
| Sector | Finance - Fire, Marine & Casualty Insurance |
| Address | 5426 Bay Center Drive, Suite 600, Tampa, FL 33609 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0002007587] | 10-K | |
| [0002007587] | 10-Q | |
| [0002007587] | 3 | |
| [0002007587] | 4 | |
| [0002007587] | 8-K | |
| [0002007587] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Wasatch Advisors LP | American Integrity Insurance Group Inc | [2026-04-22] | 0.0 |
| Boston Partners | American Integrity Insurance Group Inc | [2025-11-03] | 0.0 |
| Ritchie Robert C | American Integrity Insurance Group Inc | [2025-08-13] | 0.0 |
| Sowell James E | American Integrity Insurance Group Inc | [2025-08-13] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Lurie Benjamin A
Common Stock
|
2026-03-02 | Grant | 3,166 | $0.00 | |
|
Ritchie Robert C
Common Stock
|
2026-03-02 | Grant | 19,706 | $0.00 | |
|
Ritchie Jon P
Common Stock
|
2026-03-02 | Grant | 11,814 | $0.00 | |
|
Clark David Lewis
Common Stock
|
2026-03-02 | Grant | 9,451 | $0.00 | |
|
Mathis Steven B
Common Stock
|
2025-12-31 | Grant | 735 | $0.00 | |
|
Smathers Steven E
Common Stock
|
2025-12-31 | Grant | 735 | $0.00 | |
|
Csiszar Ernest N
Common Stock
|
2025-12-31 | Grant | 735 | $0.00 | |
|
Sowell Investments Holding Co LLC +1
Common Stock
|
2025-12-05 | Sell | 295,037 | $19.00 | 5,605,703 |
|
Ritchie Robert C
Common Stock
|
2025-12-05 | Sell | 59,554 | $19.00 | 1,131,526 |
|
Ritchie Robert C
Common Stock
|
2025-12-04 | Grant | 22,266 | $0.00 | |
|
Ritchie Jon P
Common Stock
|
2025-12-04 | Grant | 11,719 | $0.00 | |
|
Clark David Lewis
Common Stock
|
2025-12-04 | Grant | 9,375 | $0.00 | |
|
Lurie Benjamin A
Common Stock
|
2025-12-04 | Grant | 3,516 | $0.00 | |
|
Sowell Investments Holding Co LLC +1
Common Stock
|
2025-11-21 | Sell | 2,353,200 | $19.00 | 44,710,800 |
|
Ritchie Robert C
Common Stock
|
2025-11-21 | Sell | 475,000 | $19.00 | 9,025,000 |
|
Smathers Steven E
Common Stock
|
2025-11-21 | Sell | 171,800 | $19.00 | 3,264,200 |
|
Csiszar Ernest N
Common Stock
|
2025-09-30 | Grant | 727 | $0.00 | |
|
Mathis Steven B
Common Stock
|
2025-09-30 | Grant | 727 | $0.00 | |
|
Smathers Steven E
Common Stock
|
2025-09-30 | Grant | 727 | $0.00 | |
|
Common Stock
|
2025-09-09 | Grant | 886 | $0.00 | |
| showing 20 of 29 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 100 | 10,890,652 |
| 2025-12-31 | 93 | 10,529,693 |
| 2025-09-30 | 75 | 11,020,106 |
| 2025-06-30 | 57 | 7,780,209 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wasatch Advisors LP | [2026-06-30] | SOLE | 1,152,803 | 1,260,169 |
| Curated Wealth Partners LLC | [2026-06-30] | OTR | 0 | 12,561 |
| Gamma Investing LLC | [2026-06-30] | DFND | 18 | 18 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 10 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 7 | 7 | Prev | Page 1 | Next |