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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Boston Partners added | 1,527,196 | $29M | 6.3% | 2026-Q2 |
| WASATCH ADVISORS LP added | 1,260,169 | $24M | 5.2% | 2026-Q2 |
| Mink Brook Asset Management LLC added | 977,969 | $18M | 4.1% | 2026-Q2 |
| BlackRock, Inc. added | 888,115 | $17M | 3.7% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 579,444 | $11M | 2.4% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 491,272 | $9M | 2.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 458,520 | $9M | 1.9% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 326,884 | $6M | 1.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 294,097 | $6M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 293,644 | $6M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 282,447 | $5M | 1.2% | 2026-Q2 |
| STATE STREET CORP added | 216,320 | $4M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 216,145 | $4M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 209,330 | $4M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 155,356 | $3M | 0.6% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 130,056 | $2M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 119,705 | $2M | 0.5% | 2026-Q2 |
| DONALD SMITH & CO., INC. new | 116,420 | $2M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 107,695 | $2M | 0.4% | 2026-Q2 |
| Interval Partners, LP trimmed | 105,315 | $2M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 103,041 | $2M | 0.4% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 98,374 | $2M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 91,234 | $2M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 84,947 | $2M | 0.4% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 74,058 | $1M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 72,200 | $1M | 0.3% | 2026-Q2 |
| Man Group plc added | 69,496 | $1M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 66,877 | $1M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 66,430 | $1M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 64,331 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 63,320 | $1M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 51,086 | $962K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 50,185 | $945K | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 48,200 | $908K | 0.2% | 2026-Q2 |
| Shay Capital LLC | 45,000 | $847K | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 43,389 | $817K | 0.2% | 2026-Q2 |
| Verdad Advisers, LP added | 42,178 | $794K | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 39,694 | $747K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 39,455 | $743K | 0.2% | 2026-Q2 |
| Harbor Advisors LLC added | 38,192 | $719K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 37,173 | $700K | 0.2% | 2026-Q2 |
| STRS OHIO added | 36,500 | $687K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 30,425 | $573K | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 29,609 | $558K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 28,391 | $535K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 28,207 | $531K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 28,109 | $529K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 22,949 | $439K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 22,757 | $429K | 0.1% | 2026-Q2 |
| R Squared Ltd new | 22,388 | $422K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 22,209 | $418K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 22,027 | $415K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 17,575 | $331K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 16,348 | $308K | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 15,900 | $299K | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 15,691 | $295K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 15,167 | $286K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 14,616 | $275K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 14,440 | $272K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 12,224 | $230K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 11,946 | $225K | 0.0% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 11,624 | $219K | 0.0% | 2026-Q2 |
| PDT Partners, LLC new | 11,490 | $216K | 0.0% | 2026-Q2 |
| State of Wyoming added | 11,356 | $214K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 10,557 | $199K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 10,426 | $196K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,162 | $191K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,149 | $172K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 5,981 | $113K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 5,588 | $105K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 4,930 | $93K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC added | 4,568 | $86K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,080 | $77K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,000 | $56K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,882 | $54K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,000 | $38K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,282 | $24K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,278 | $24K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,100 | $21K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 1,101 | $21K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 1,000 | $19K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 245 | $5K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 167 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 136 | $3K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 119 | $2K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 68 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 51 | $955 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 23 | $433 | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 18 | $339 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 18 | $339 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 18 | $338 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 16 | $302 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10 | $188 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 7 | $132 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 7 | $132 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 5 | $95 | 0.0% | 2026-Q2 |
| Essential Partners LLC new | 1 | $19 | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC added | 566,666 | $12M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| FRANKLIN RESOURCES INC added | 2,988,329 | $235M | 51.8% | 2025-Q3 stale (3 quarters behind) |
| ExodusPoint Capital Management, LP new | 406,986 | $7M | 1.7% | 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.
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.