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 ($782.8k this quarter). Holder counts are more reliable. Shares outstanding: 19.6m as of 2025-06-09, 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 ≈ $18.39.
Biggest buyers
| WASATCH ADVISORS LP | New | +874.0k |
| Balyasny Asset Management L.P. | New | +566.0k |
| Point72 Asset Management, L.P. | New | +441.1k |
| Freestone Grove Partners LP | New | +438.0k |
| Mink Brook Asset Management LLC | New | +426.5k |
| ExodusPoint Capital Management, LP | New | +407.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | New | +400.0k |
| VANGUARD GROUP INC | New | +394.0k |
| FEDERATED HERMES, INC. | New | +393.3k |
| Boston Partners | New | +348.8k |
Biggest sellers
| None |
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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $5.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-13 | SOWELL JAMES E +1 10% owner · See Footnotes | Sold | $8.4m524.1k shares |
| 2025-05-13 | Smathers Steven E Director | Sold | $1.6m98.4k shares |
| 2025-05-09 | Smathers Steven E Director | Sold | $3.9m245.2k 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 2025
| Manager | Shares | Change |
|---|---|---|
| WASATCH ADVISORS LP 0.08% of their portfolio | 874.0k $16.1m | New |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 566.0k $10.4m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 441.1k $8.1m | New |
| Freestone Grove Partners LP 0.06% of their portfolio | 438.0k $8.1m | New |
| Mink Brook Asset Management LLC 6.81% of their portfolio | 426.5k $7.8m | New |
| ExodusPoint Capital Management, LP 0.09% of their portfolio | 407.0k $7.5m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 400.0k $7.4m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 394.0k $7.2m | New |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 393.3k $7.2m | New |
| Boston Partners 0.01% of their portfolio | 348.8k $6.4m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 309.9k $5.7m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 282.4k $5.2m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.25% of their portfolio | 219.5k $4.0m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 209.1k $3.8m | New |
| Pacific Ridge Capital Partners, LLC 0.86% of their portfolio | 196.5k $3.6m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 175.0k $3.2m | New |
| Gillson Capital LP 0.25% of their portfolio | 175.0k $3.2m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 154.0k $2.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 144.5k $2.7m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 127.6k $2.3m | New |
| BlackRock, Inc. 0.00% of their portfolio | 124.7k $2.3m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 115.5k $2.1m | New |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 109.3k $2.0m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 102.3k $1.9m | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 96.3k $1.8m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 92.9k $1.7m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 86.6k $1.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 75.1k $1.4m | New |
| Ghisallo Capital Management LLC 0.03% of their portfolio | 65.0k $1.2m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 61.0k $1.1m | New |
| Shay Capital LLC 0.25% of their portfolio | 60.0k $1.1m | New |
| SEVEN GRAND MANAGERS, LLC 0.11% of their portfolio | 50.0k $919.5k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 49.4k $908.5k | New |
| PROSPECTOR PARTNERS LLC 0.10% of their portfolio | 46.2k $848.9k | New |
| SOROS FUND MANAGEMENT LLC 0.01% of their portfolio | 40.0k $735.6k | New |
| EMERALD ADVISERS, LLC 0.02% of their portfolio | 35.5k $652.7k | New |
| Interval Partners, LP 0.01% of their portfolio | 32.3k $593.7k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 31.6k $581.7k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 29.8k $548.0k | New |
| Limestone Investment Advisors LP 0.23% of their portfolio | 28.9k $532.4k | First filing |
| Harbor Advisors LLC 0.07% of their portfolio | 23.0k $423.0k | New |
| Man Group plc 0.00% of their portfolio | 21.8k $400.2k | New |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 18.3k $336.5k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 15.9k $292.3k | New |
| OXFORD ASSET MANAGEMENT LLP 0.09% of their portfolio | 14.9k $273.3k | Not comparable |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 13.8k $253.4k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 13.5k $247.9k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 13.1k $241.0k | New |
| STATE STREET CORP 0.00% of their portfolio | 11.3k $207.1k | New |
| XTX Topco Ltd 0.01% of their portfolio | 10.4k $192.1k | New |
| UBS Group AG 0.00% of their portfolio | 6.1k $112.3k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.5k $101.1k | New |
| FNY Investment Advisers, LLC 0.02% of their portfolio | 2.5k $45.0k | New |
| Point72 Asia (Singapore) Pte. Ltd. 0.01% of their portfolio | 2.3k $42.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.2k $41.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | New |