HolderBook

ATEGRITY SPECIALTY IN CO HO (ASIC)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

81
Reporting holders
$109.2M
Reported value
9.5%
Of shares outstanding
0.0%
Held as options
-1
Holder change

Institutions report 4,542,635 shares against 47,926,928 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Nuveen, LLC$17.4M724,4810.00%5q+1.7%+$298.3K
BlackRock, Inc.$14.8M614,7850.00%4q+8.4%+$1.1M
CANNELL CAPITAL LLC$11.8M490,4827.91%5q+0.8%+$95.6K
VANGUARD CAPITAL MANAGEMENT LLC$9.4M391,4570.00%2q+9.3%+$797.4K
GEODE CAPITAL MANAGEMENT, LLC$4.9M202,1490.00%4q+7.4%+$334.3K
STATE STREET CORP$3.7M153,2680.00%4q+12.5%+$410.2K
MARSHALL WACE, LLP$3.3M137,0390.00%5q-31.7%-$1.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.2M131,7850.00%2qHELD
STATE OF WISCONSIN INVESTMENT BOARD$3.1M129,2660.01%5q-9.8%-$337.1K
TWO SIGMA INVESTMENTS, LP$3.1M128,7370.00%4q-18.6%-$705.7K
PRUDENTIAL FINANCIAL INC$2.1M89,1800.00%2q+19.6%+$351.0K
NORTHERN TRUST CORP$2.1M87,1970.00%4q+37.5%+$571.7K
JPMORGAN CHASE & CO$1.9M79,1200.00%4q+3.8%+$71.7K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M74,5770.00%2q+7.4%+$123.6K
MORGAN STANLEY$1.8M74,2950.00%4q-11.6%-$233.5K
Alyeska Investment Group, L.P.$1.7M71,9030.00%5qHELD
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.3M54,3100.00%4q+4.1%+$51.3K
Sixth Street Partners Management Company, L.P.$1.3M54,3100.00%newNEW
GOLDMAN SACHS GROUP INC$1.3M53,5530.00%5q-59.3%-$1.9M
KORNITZER CAPITAL MANAGEMENT INC /KS$1.3M52,7050.03%5q-3.3%-$42.7K
RENAISSANCE TECHNOLOGIES LLC$1.2M49,2000.00%4q+18.3%+$182.7K
VANGUARD FIDUCIARY TRUST CO$1.1M46,9010.00%2q+3.0%+$32.6K
BANK OF AMERICA CORP /DE/$1.1M46,1990.00%5q-54.5%-$1.3M
Allworth Financial LP$1.1M45,6440.00%2q+380266.7%+$1.1M
BNP PARIBAS FINANCIAL MARKETS$994.1K41,3520.00%4q+2.3%+$22.4K
LOS ANGELES CAPITAL MANAGEMENT LLC$975.7K40,5850.00%2q+626.0%+$841.3K
Trexquant Investment LP$925.1K38,4810.01%3q-24.3%-$297.1K
CITADEL ADVISORS LLC$847.5K35,2550.00%3q-63.3%-$1.5M
XTX Topco Ltd$795.6K33,0930.01%2q+34.3%+$203.2K
D. E. Shaw & Co., Inc.$742.1K30,8710.00%2q+12.3%+$81.5K
STRS OHIO$726.0K30,2000.00%4q+12.7%+$81.7K
Centiva Capital, LP$713.6K29,6820.01%2q-11.5%-$92.7K
MILLENNIUM MANAGEMENT LLC$684.4K28,4690.00%5q-77.5%-$2.4M
WELLS FARGO & COMPANY/MN$646.7K26,9020.00%4q-43.5%-$498.3K
Walleye Capital LLC$580.8K24,1580.00%5q-57.9%-$799.6K
Bank of New York Mellon Corp$517.7K21,5330.00%3q+36.5%+$138.3K
UBS Group AG$409.7K17,0420.00%5q-23.4%-$125.1K
ProCore Advisors, LLC$394.4K16,4060.49%2q+16.6%+$56.1K
Yorktown Management & Research Co Inc$352.2K14,6500.22%newNEW
AQR CAPITAL MANAGEMENT LLC$350.2K14,5690.00%2q+35.7%+$92.1K
Curated Wealth Partners LLC$342.0K14,9870.02%newNEW
AMERICAN CENTURY COMPANIES INC$326.6K13,5840.00%2q-11.0%-$40.4K
BARCLAYS PLC$318.7K13,2570.00%5q-7.3%-$25.3K
Point72 Asset Management, L.P.$242.3K10,0780.00%2q-43.9%-$189.8K
RHUMBLINE ADVISERS$223.6K9,3000.00%4q+67.8%+$90.3K
DEUTSCHE BANK AG\$218.2K9,0750.00%2q+203.2%+$146.2K
EMERALD MUTUAL FUND ADVISERS TRUST$178.1K7,4100.01%5qHELD
MetLife Investment Management, LLC$129.9K5,4020.00%2qHELD
CITIGROUP INC$127.7K5,3130.00%4q+1091.3%+$117.0K
Russell Investments Group, Ltd.$103.2K4,2930.00%5q+604.9%+$88.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$103.1K4,2880.00%4qHELD
Vanguard Global Advisers, LLC$75.6K3,1460.00%2qHELD
EMERALD ADVISERS, LLC$73.9K3,0720.00%5qHELD
NEW YORK STATE COMMON RETIREMENT FUND$55.3K2,3000.00%3q+76.9%+$24.0K
Police & Firemen's Retirement System of New Jersey$46.6K1,9400.00%3qHELD
FMR LLC$43.5K1,8080.00%4q-1.5%
ROYAL BANK OF CANADA$42.0K1,7620.00%newNEW
Tower Research Capital LLC (TRC)$40.9K1,7020.00%5q-15.4%-$7.4K
Ameritas Investment Partners, Inc.$20.2K8400.00%4q+60.0%+$7.6K
Legal & General Group Plc$19.1K7950.00%5qHELD
MERCER GLOBAL ADVISORS INC /ADV$18.4K7640.00%newNEW
T. Rowe Price Investment Management, Inc.$13.8K573,1990.01%5q+0.6%
GAMMA Investing LLC$11.6K4830.00%3q-3.2%
PRICE T ROWE ASSOCIATES INC /MD/$9.0K375,6770.00%5q+36.8%+$2.4K
Quarry LP$6.2K2560.00%newNEW
Arax Advisory Partners$5.5K2270.00%2q+1963.6%+$5.2K
Sterling Capital Management LLC$4.5K1880.00%4q-10.9%
Farther Finance Advisors, LLC$4.0K1630.00%2q+1.2%
Private Wealth Management Group, LLC$2.3K970.00%3q-48.7%-$2.2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6K680.00%2qHELD
Aster Capital Management (DIFC) Ltd$1.5K640.00%newNEW
Integrated Wealth Concepts LLC$864360.00%newNEW
Asset Dedication, LLC$601250.00%newNEW
SJS Investment Consulting Inc.$601250.00%newNEW
Caitong International Asset Management Co., Ltd$457190.00%2q-38.7%
JONES FINANCIAL COMPANIES LLLP$426180.00%newNEW
Pinnacle Wealth Planning Services, Inc.$361150.00%3qHELD
EverSource Wealth Advisors, LLC$360150.00%3qHELD
HRT FINANCIAL LP$33113,7960.00%2q-36.4%
Janney Montgomery Scott LLC$31112,9520.00%newNEW
ROTHSCHILD INVESTMENT LLC$264110.00%3q+22.2%
IFP Advisors, Inc$16870.00%3q+16.7%
Clearstead Advisors, LLC$12250.00%newNEW
Essential Partners LLC$12050.00%3qHELD
State of Alaska, Department of Revenue$883,6630.00%3qHELD
NISA INVESTMENT ADVISORS, LLC$2410.00%2qHELD
Covestor Ltd$1210.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202681$109.2M4,542,6351232230.0%
Q1 202682$99.2M5,017,3991936150.0%
Q4 202573$108.8M5,179,2922028170.0%
Q3 202562$112.5M5,689,7812815130.0%
Q2 202553$111.1M5,164,45252000.0%