AMERICAN INTEGRITY INS GROUP AII
COM · Common Stock · CUSIP 026948109
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersTampa, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Shares outstanding: 19.6m as of 2026-08-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.83.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 57 |
| Q3 2025 | 75 |
| Q4 2025 | 93 |
| Q1 2026 | 100 |
| Q2 2026 | 101 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 56 | 25 |
| Q4 2025 | 64 | 25 |
| Q1 2026 | 62 | 39 |
| Q2 2026 | 58 | 51 |
Biggest buyers
| Pacific Ridge Capital Partners, LLC | Added | +190.0k |
| ALGERT GLOBAL LLC | New | +155.4k |
| BlackRock, Inc. | Added | +138.2k |
| Mink Brook Asset Management LLC | Added | +135.5k |
| DONALD SMITH & CO., INC. | New | +116.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +85.8k |
| Lighthouse Investment Partners, LLC | New | +74.1k |
| WASATCH ADVISORS LP | Added | +68.0k |
| Boston Partners | Added | +53.4k |
| MARSHALL WACE, LLP | Added | +36.3k |
Biggest sellers
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -429.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Reduced | -159.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -114.8k |
| Walleye Capital LLC | Sold out | -102.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -84.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -72.0k |
| Freestone Grove Partners LP | Reduced | -67.9k |
| Ghisallo Capital Management LLC | Sold out | -65.0k |
| Balyasny Asset Management L.P. | Sold out | -55.5k |
| Qube Research & Technologies Ltd | Sold out | -55.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SOWELL JAMES E 13G · exempt (held before listing) -13.5 pts · filed 2026-02-17 | 22.9% |
| Ritchie Robert C 13G · exempt (held before listing) -2.8 pts · filed 2026-02-17 | 12.2% |
| Boston Partners 13G · institution +1.4 pts · filed 2026-05-14 | 7.5% |
| WASATCH ADVISORS LP 13G · institution new · filed 2026-04-22 | 6.1% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $5.5m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $13.4m | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 3 | $199.7k | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $13.4m | $5.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-31 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $237.8k9.2k shares |
| 2026-08-28 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $159.0k6.0k shares |
| 2026-08-27 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $263.5k10.0k shares |
| 2026-08-26 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $1.4m54.4k shares |
| 2026-08-25 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $1.7m65.0k shares |
| 2026-08-24 | Ritchie Robert C Chief Executive Officer, director | Sold plan | $1.2m45.5k shares |
| 2026-08-21 | Ritchie Robert C Chief Executive Officer, director | Sold | $632.2k24.6k shares |
| 2026-08-20 | Ritchie Robert C Chief Executive Officer, director | Sold | $877.8k35.0k shares |
| 2026-08-19 | Ritchie Robert C Chief Executive Officer, director | Sold | $151.4k6.0k shares |
| 2026-08-18 | Ritchie Robert C Chief Executive Officer, director | Sold | $304.1k12.0k shares |
| 2026-08-17 | Ritchie Robert C Chief Executive Officer, director | Sold | $1.4m55.0k shares |
| 2026-08-14 | Ritchie Robert C Chief Executive Officer, director | Sold | $492.1k20.4k shares |
| 2026-08-13 | Ritchie Robert C Chief Executive Officer, director | Sold | $1.2m50.0k shares |
| 2026-08-12 | Ritchie Robert C Chief Executive Officer, director | Sold | $883.2k38.3k shares |
| 2026-08-10 | Ritchie Robert C Chief Executive Officer, director | Sold | $120.2k5.8k shares |
| 2026-08-07 | Ritchie Robert C Chief Executive Officer, director | Sold | $272.3k13.0k shares |
| 2026-08-06 | Ritchie Robert C Chief Executive Officer, director | Sold | $770.0k37.0k shares |
| 2026-08-04 | Ritchie Robert C Chief Executive Officer, director | Sold | $625.5k30.0k shares |
| 2026-08-03 | Ritchie Robert C Chief Executive Officer, director | Sold | $682.4k33.0k shares |
| 2026-06-09 | SOWELL JAMES E +1 10% owner · See Footnotes | Bought | $1.3m79.5k shares |
| 2026-06-08 | SOWELL JAMES E +1 10% owner · See Footnotes | Bought | $568.6k33.6k shares |
| 2026-06-05 | SOWELL JAMES E +1 10% owner · See Footnotes | Bought | $393.1k23.2k shares |
| 2026-05-26 | MATHIS STEVEN B Director | Bought | $50.5k3.0k shares |
| 2026-05-22 | Clark David Lewis Chairman, director | Bought | $100.0k5.8k shares |
| 2026-05-22 | Smathers Steven E Director | Bought | $49.3k2.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Boston Partners 0.03% of their portfolio | 1.5m $28.8m | Added +53.4k |
| WASATCH ADVISORS LP 0.16% of their portfolio | 1.3m $23.7m | Added +68.0k |
| Mink Brook Asset Management LLC 8.13% of their portfolio | 978.0k $18.4m | Added +135.5k |
| BlackRock, Inc. 0.00% of their portfolio | 888.1k $16.7m | Added +138.2k |
| Pacific Ridge Capital Partners, LLC 1.98% of their portfolio | 579.4k $10.9m | Added +190.0k |
| Freestone Grove Partners LP 0.06% of their portfolio | 491.3k $9.3m | Reduced -67.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 458.5k $8.6m | Added +3.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 326.9k $6.2m | Reduced -42.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 294.1k $5.5m | Added +28.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 293.6k $5.5m | Reduced -45.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 282.4k $5.3m | Added +85.8k |
| STATE STREET CORP 0.00% of their portfolio | 216.3k $4.1m | Added +29.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 216.1k $4.1m | Added +17.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 209.3k $3.9m | Reduced -84.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 173.1k $3.3m | Reduced -36.1k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 155.4k $2.9m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 130.1k $2.4m | Reduced -14.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 119.7k $2.3m | Reduced -17.1k |
| DONALD SMITH & CO., INC. 0.04% of their portfolio | 116.4k $2.2m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 107.7k $2.0m | Added +36.3k |
| Interval Partners, LP 0.06% of their portfolio | 105.3k $2.0m | Reduced -11.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 103.0k $1.9m | Reduced -5.2k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 98.4k $1.9m | Reduced -4.8k |
| MORGAN STANLEY 0.00% of their portfolio | 91.2k $1.7m | Reduced -5.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 84.9k $1.6m | Added +5.6k |
| Lighthouse Investment Partners, LLC 0.04% of their portfolio | 74.1k $1.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 72.2k $1.4m | Added +18.2k |
| Man Group plc 0.00% of their portfolio | 69.5k $1.3m | Added +11.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 66.9k $1.3m | Added +1.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 66.4k $1.3m | Reduced -114.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 64.3k $1.2m | Reduced -37.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 63.3k $1.2m | Reduced -16.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 51.1k $961.9k | Reduced -1.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 50.2k $945.0k | Added +8.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 48.2k $907.6k | Reduced -429.6k |
| Shay Capital LLC 0.09% of their portfolio | 45.0k $847.4k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 43.4k $817.0k | Added +7.8k |
| Verdad Advisers, LP 0.76% of their portfolio | 42.2k $794.2k | Added +1.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.7k $747.4k | Reduced -72.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 39.5k $742.9k | Reduced -14.6k |
| Harbor Advisors LLC 0.09% of their portfolio | 38.2k $719.2k | Added +7.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 37.2k $700.0k | Reduced -3.0k |
| STRS OHIO 0.00% of their portfolio | 36.5k $687.3k | Added +7.5k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 30.4k $572.9k | Reduced -18.6k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 29.6k $557.5k | Added +7.5k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 28.4k $534.6k | Added +3.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 28.2k $531.1k | Reduced -2.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 28.1k $529.3k | Added +5.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 22.9k $439.2k | Added +10.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 22.8k $428.5k | Added +969 |
| R Squared Ltd 0.22% of their portfolio | 22.4k $421.6k | New |
| XTX Topco Ltd 0.01% of their portfolio | 22.2k $418.2k | Reduced -496 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 22.0k $414.8k | New |
| BARCLAYS PLC 0.00% of their portfolio | 17.6k $330.9k | Reduced -555 |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 16.3k $307.8k | New |
| BAILARD, INC. 0.01% of their portfolio | 15.9k $299.4k | Reduced -10.4k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 15.7k $295.5k | Added +710 |
| Graham Capital Management, L.P. 0.01% of their portfolio | 15.2k $285.6k | Reduced -7.9k |
| Centiva Capital, LP 0.01% of their portfolio | 14.6k $275.2k | Reduced -469 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 14.4k $271.9k | Reduced -700 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 12.2k $230.2k | Reduced -10.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.9k $224.9k | Added +4.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.01% of their portfolio | 11.6k $218.9k | Reduced -159.8k |
| PDT Partners, LLC 0.01% of their portfolio | 11.5k $216.4k | New |
| State of Wyoming 0.02% of their portfolio | 11.4k $213.8k | Added +4.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 10.6k $198.8k | Added +866 |
| UBS Group AG 0.00% of their portfolio | 10.4k $196.3k | Reduced -7.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.2k $191.3k | Added +5.7k |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.6k $180.0k | Added +48 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.1k $172.3k | Added +3.2k |
| CITIGROUP INC 0.00% of their portfolio | 6.0k $112.6k | Added +5.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.6k $105.2k | Reduced -69 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.9k $92.8k | Added +2.5k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 4.6k $86.0k | Added +2.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.1k $76.8k | Reduced -4.5k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 3.0k $56.5k | Reduced -1.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.9k $54.3k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 2.8k $52.0k | Added +261 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.0k $37.7k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.3k $24.1k | Added +282 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.3k $24.1k | Reduced -135 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.1k $20.7k | Added +432 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1k $21.0k | Added +1.1k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.0k $18.8k | Reduced -6.5k |
| Sterling Capital Management LLC 0.00% of their portfolio | 245 $4.6k | Reduced -34 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 167 $3.1k | Reduced -494 |
| Arax Advisory Partners 0.00% of their portfolio | 136 $2.6k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 119 $2.2k | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 80 $2.0k | New |
| FMR LLC 0.00% of their portfolio | 68 $1.3k | Reduced -14.2k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 51 $955 | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 23 $433 | Added +13 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 18 $338 | New |
| Quarry LP 0.00% of their portfolio | 18 $339 | New |
| GAMMA Investing LLC 0.00% of their portfolio | 18 $339 | Reduced -9 |
| Allworth Financial LP 0.00% of their portfolio | 16 $302 | Added +4 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10 $188 | Added +6 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 7 $132 | Added +6 |
| IFP Advisors, Inc 0.00% of their portfolio | 7 $132 | Added +5 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 5 $95 | New |