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Institutional Ownership · SEC Form 13F

Who owns American Integrity Insurance Group (AII)


Which tracked institutional funds hold AII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AII company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

97
Institutional holders
11M
Shares held (tracked funds)
54.1%
Of shares outstanding

How the tape is positioned

13 tracked funds added or opened AII while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AII’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AII divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 97 tracked filers holding AII, 56 increased or opened the position and 53 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AII between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • ALGERT GLOBAL LLC$3M
  • DONALD SMITH & CO., INC.$2M
  • Lighthouse Investment Partners, LLC$1M

Full exits 6

  • ACADIAN ASSET MANAGEMENT LLC$4M
  • Walleye Capital LLC$2M
  • Ghisallo Capital Management LLC$1M
  • BALYASNY ASSET MANAGEMENT L.P.$1M
  • Qube Research & Technologies Ltd$1M
  • EMERALD ADVISERS, LLC$754K

Largest adds

  • Pacific Ridge Capital Partners, LLC$3M
  • BlackRock, Inc.$2M
  • Mink Brook Asset Management LLC$2M
  • AMERICAN CENTURY COMPANIES INC$2M
  • WASATCH ADVISORS LP$744K
  • MARSHALL WACE, LLP$652K

Largest trims

  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$8M
  • EMERALD MUTUAL FUND ADVISERS TRUST$3M
  • MILLENNIUM MANAGEMENT LLC$2M
  • BANK OF AMERICA CORP /DE/$2M
  • Freestone Grove Partners LP$2M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Boston Partners added1,527,196$29M6.3%2026-Q2
WASATCH ADVISORS LP added1,260,169$24M5.2%2026-Q2
Mink Brook Asset Management LLC added977,969$18M4.1%2026-Q2
BlackRock, Inc. added888,115$17M3.7%2026-Q2
Pacific Ridge Capital Partners, LLC added579,444$11M2.4%2026-Q2
Freestone Grove Partners LP trimmed491,272$9M2.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added458,520$9M1.9%2026-Q2
Russell Investments Group, Ltd. trimmed326,884$6M1.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added294,097$6M1.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed293,644$6M1.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added282,447$5M1.2%2026-Q2
STATE STREET CORP added216,320$4M0.9%2026-Q2
CITADEL ADVISORS LLC added216,145$4M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed209,330$4M0.9%2026-Q2
ALGERT GLOBAL LLC new155,356$3M0.6%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed130,056$2M0.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed119,705$2M0.5%2026-Q2
DONALD SMITH & CO., INC. new116,420$2M0.5%2026-Q2
MARSHALL WACE, LLP added107,695$2M0.4%2026-Q2
Interval Partners, LP trimmed105,315$2M0.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed103,041$2M0.4%2026-Q2
Alyeska Investment Group, L.P. trimmed98,374$2M0.4%2026-Q2
MORGAN STANLEY trimmed91,234$2M0.4%2026-Q2
NORTHERN TRUST CORP added84,947$2M0.4%2026-Q2
Lighthouse Investment Partners, LLC added74,058$1M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added72,200$1M0.3%2026-Q2
Man Group plc added69,496$1M0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added66,877$1M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed66,430$1M0.3%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed64,331$1M0.3%2026-Q2
JPMORGAN CHASE & CO trimmed63,320$1M0.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed51,086$962K0.2%2026-Q2
Bank of New York Mellon Corp added50,185$945K0.2%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed48,200$908K0.2%2026-Q2
Shay Capital LLC45,000$847K0.2%2026-Q2
Nuveen, LLC added43,389$817K0.2%2026-Q2
Verdad Advisers, LP added42,178$794K0.2%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed39,694$747K0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed39,455$743K0.2%2026-Q2
Harbor Advisors LLC added38,192$719K0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed37,173$700K0.2%2026-Q2
STRS OHIO added36,500$687K0.2%2026-Q2
Point72 Asset Management, L.P. trimmed30,425$573K0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added29,609$558K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added28,391$535K0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed28,207$531K0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added28,109$529K0.1%2026-Q2
HSBC HOLDINGS PLC added22,949$439K0.1%2026-Q2
FIRST TRUST ADVISORS LP added22,757$429K0.1%2026-Q2
R Squared Ltd new22,388$422K0.1%2026-Q2
XTX Topco Ltd trimmed22,209$418K0.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC new22,027$415K0.1%2026-Q2
BARCLAYS PLC trimmed17,575$331K0.1%2026-Q2
State of Tennessee, Department of Treasury trimmed16,348$308K0.1%2026-Q2
BAILARD, INC. trimmed15,900$299K0.1%2026-Q2
FEDERATED HERMES, INC. added15,691$295K0.1%2026-Q2
Graham Capital Management, L.P. trimmed15,167$286K0.1%2026-Q2
Centiva Capital, LP trimmed14,616$275K0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed14,440$272K0.1%2026-Q2
D. E. Shaw & Co., Inc. trimmed12,224$230K0.1%2026-Q2
RHUMBLINE ADVISERS added11,946$225K0.0%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST trimmed11,624$219K0.0%2026-Q2
PDT Partners, LLC new11,490$216K0.0%2026-Q2
State of Wyoming added11,356$214K0.0%2026-Q2
DEUTSCHE BANK AG\ added10,557$199K0.0%2026-Q2
UBS Group AG trimmed10,426$196K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added10,162$191K0.0%2026-Q2
MetLife Investment Management, LLC added9,149$172K0.0%2026-Q2
CITIGROUP INC added5,981$113K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed5,588$105K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added4,930$93K0.0%2026-Q2
Aquatic Capital Management LLC added4,568$86K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed4,080$77K0.0%2026-Q2
NewEdge Advisors, LLC added3,000$56K0.0%2026-Q2
Vanguard Global Advisers, LLC2,882$54K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND2,000$38K0.0%2026-Q2
Legal & General Group Plc added1,282$24K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,278$24K0.0%2026-Q2
ROYAL BANK OF CANADA added1,100$21K0.0%2026-Q2
Ameritas Investment Partners, Inc. added1,101$21K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed1,000$19K0.0%2026-Q2
Sterling Capital Management LLC trimmed245$5K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed167$3K0.0%2026-Q2
Arax Advisory Partners new136$3K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119$2K0.0%2026-Q2
FMR LLC trimmed68$1K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new51$9550.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed23$4330.0%2026-Q2
Quarry LP trimmed18$3390.0%2026-Q2
GAMMA Investing LLC trimmed18$3390.0%2026-Q2
Integrated Wealth Concepts LLC new18$3380.0%2026-Q2
Allworth Financial LP added16$3020.0%2026-Q2
Farther Finance Advisors, LLC added10$1880.0%2026-Q2
IFP Advisors, Inc added7$1320.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added7$1320.0%2026-Q2
Clearstead Advisors, LLC new5$950.0%2026-Q2
Essential Partners LLC new1$190.0%2026-Q2
VANGUARD GROUP INC added566,666$12M2.6%2025-Q4 stale (2 quarters behind)
FRANKLIN RESOURCES INC added2,988,329$235M51.8%2025-Q3 stale (3 quarters behind)
ExodusPoint Capital Management, LP new406,986$7M1.7%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership