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Ategrity Specialty Holdings (ASIC)

CUSIP: 04681Y103 | NYSE | Financial Services · Insurance - Property & Casualty | Small Cap | 138 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

State of Wyoming58,841
0.1% of portfolio›$1.5M
Kornitzer Capital Management Inc50,750
0.0% of portfolio›$1.3M
Strs Ohio31,400
0.0% of portfolio›$802.3K
Dimensional Fund Advisors LP24,415
0.0% of portfolio›$624.2K
Bank of New York Mellon Corp22,120
0.0% of portfolio›$565.2K
ProCore Advisors, LLC16,954
0.5% of portfolio›$433.2K
Yorktown Management & Research Co Inc14,650
0.3% of portfolio›$374.3K
State of Alaska, Department of Revenue5,589
0.0% of portfolio›$142.0K
Citigroup Inc1,971
0.0% of portfolio›$50.4K
Gamma Investing LLC483
0.0% of portfolio›$12.3K
Fortitude Family Office, LLC193
0.0% of portfolio›$4.9K
Sterling Capital Management LLC184
0.0% of portfolio›$4.7K
Farther Finance Advisors, LLC173
0.0% of portfolio›$4.4K
Private Wealth Management Group, LLC97
0.0% of portfolio›$2.5K
Covestor Ltd35
0.0% of portfolio›$1
SJS Investment Consulting Inc.25
0.0% of portfolio›$639
Caitong International Asset Management Co., Ltd18
0.0% of portfolio›$460
Pinnacle Wealth Planning Services, Inc.15
0.0% of portfolio›$383
EverSource Wealth Advisors, LLC15
0.0% of portfolio›$384
IFP Advisors, Inc7
0.0% of portfolio›$179
Ascentis Wealth Management, LLC7
0.0% of portfolio›$178
Essential Partners LLC5
0.0% of portfolio›$128
Nisa Investment Advisors, LLC1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
State of Wyoming
58,841$1.5M0.1%ValueHighCheyenne, WY2026-10-28
Kornitzer Capital Management Inc
50,750$1.3M0.0%CoreLowShawnee Mission, KS2026-11-03
Strs Ohio
31,400$802.3K0.0%CoreMediumColumbus, OH2026-10-30
Dimensional Fund Advisors LP
24,415$624.2K0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
22,120$565.2K0.0%CoreLowNew York, NY2026-11-05
ProCore Advisors, LLC
16,954$433.2K0.5%GARPLowNewport Beach, CA2026-10-14
Yorktown Management & Research Co Inc
14,650$374.3K0.3%MomentumMediumForest, VA2026-10-28
State of Alaska, Department of Revenue
5,589$142.0K0.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
1,971$50.4K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
483$12.3K0.0%IndexVery LowFoster City, CA2026-10-08
Fortitude Family Office, LLC
193$4.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Sterling Capital Management LLC
184$4.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
173$4.4K0.0%IndexLowSan Francisco, CA2026-10-08
Private Wealth Management Group, LLC
97$2.5K0.0%ETFLowPrinceton, NJ2026-10-19
Covestor Ltd
35$10.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
25$6390.0%ETFVery LowSylvania, OH2026-10-26
Caitong International Asset Management Co., Ltd
18$4600.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
15$3830.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
15$3840.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
7$1790.0%GrowthLowTampa, FL2026-10-16
Ascentis Wealth Management, LLC
7$1780.0%Agg GrowthLowDallas, TX2026-11-03
Essential Partners LLC
5$1280.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nisa Investment Advisors, LLC
1$260.0%IndexVery LowSt. Louis, MO2026-10-20