Ategrity Specialty Insurance Co Holdings

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Ategrity Specialty Insurance Co Holdings
TickerASIC
CIK #0002040491
CUSIP04681Y103
SectorFinance - Fire, Marine & Casualty Insurance
Address9 West 57th Street, 33Rd Floor, New York, NY 10019
Source [EDGAR]
CIK Filing 2011 - 2026
[0002040491] 10-K
[0002040491] 10-Q
[0002040491] 3
[0002040491] 4
[0002040491] 8-K
[0002040491] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Zimmer Financial Services Group LLC Ategrity Specialty Insurance Co Holdings [2025-08-14] 0.0
Form 3/4/5 Filer 2011 - 2026
Ategrity Specialty Insurance Co Holdings
Sennott John Langton Jr
Mercer William S
Merton Robert C
Schenk Chris
Cohen Justin G
Zimmer Financial Services Group LLC
Zimmer Stuart J
Patel Neelam
Pressman Mitchell Brad
Hulst Thomas
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Cohen Justin G
Common Stock
2025-10-27 Buy 5,200 $19.41 100,932
Zimmer Financial Services Group LLC +1
Common Stock
2025-09-30 Buy 5,000 $19.47 97,350
Zimmer Financial Services Group LLC +1
Common Stock
2025-09-29 Buy 6,130 $19.37 118,738
Common Stock
2025-09-26 Buy 5,741 $19.44 111,605
Common Stock
2025-09-25 Buy 4,179 $19.45 81,282
Zimmer Financial Services Group LLC +1
Common Stock
2025-08-13 Buy 5,051 $19.49 98,444
Mercer William S
Common Stock
2025-06-12 Buy 7,300 $17.00 124,100
Patel Neelam
Common Stock
2025-06-12 Buy 20,000 $17.00 340,000
Sennott John Langton Jr
Common Stock
2025-06-12 Buy 29,400 $17.00 499,800
Merton Robert C
Common Stock
2025-06-12 Buy 47,058 $17.00 799,986
Pressman Mitchell Brad
Common Stock
2025-06-12 Buy 2,500 $17.00 42,500
Mercer William S
Restricted Stock Units · derivative
2025-06-11 Grant 2,941 $0.00
Sennott John Langton Jr
Restricted Stock Units · derivative
2025-06-11 Grant 2,941 $0.00
Merton Robert C
Restricted Stock Units · derivative
2025-06-11 Grant 2,941 $0.00
Pressman Mitchell Brad
Stock Appreciation Right · derivative
2025-04-02 Grant 46,893 $0.00
13F Ownership Over TimeHoldersShares Held
2026-03-31 87 5,272,496
2025-12-31 78 5,471,935
2025-09-30 68 5,878,924
2025-06-30 55 5,165,338
Form 13F Holdings
Firm Period DFND Voting Shares
Curated Wealth Partners LLC [2026-06-30] OTR 0 14,987
Alaska Retirement Management Board [2026-06-30] SOLE 3,663 3,663
Gamma Investing LLC [2026-06-30] DFND 483 483
Farther Finance Advisors LLC [2026-06-30] SOLE 0 163
IFP Advisors LLC [2026-06-30] SOLE 7 7
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