Vault-13

AMERICAN INTEGRITY INS GROUP AII

COM · Common Stock · CUSIP 026948109

57 institutional holders
8,146,7228.1m shares reported held*
41.6% of all shares outstanding*
$149.8mreported value*

* 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 +873,994+874.0k
Balyasny Asset Management L.P. New +566,028+566.0k
Point72 Asset Management, L.P. New +441,142+441.1k
Freestone Grove Partners LP New +438,000+438.0k
Mink Brook Asset Management LLC New +426,540+426.5k
ExodusPoint Capital Management, LP New +406,986+407.0k
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +400,000+400.0k
VANGUARD GROUP INC New +393,992+394.0k
FEDERATED HERMES, INC. New +393,334+393.3k
Boston Partners New +348,778+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.

HolderStakeChangeShares Last filed
SOWELL JAMES E 13G · exempt (held before listing) -13.5 pts · filed 2026-02-17 22.9% -13.5 pts 4.5m≈ $84.2m 2026-02-17
Ritchie Robert C 13G · exempt (held before listing) -2.8 pts · filed 2026-02-17 12.2% -2.8 pts 2.4m≈ $45.1m 2026-02-17
Boston Partners 13G · institution +1.4 pts · filed 2026-05-14 7.5% +1.4 pts 1.5m≈ $27.7m 2026-05-14
WASATCH ADVISORS LP 13G · institution new · filed 2026-04-22 6.1% new 1.2m≈ $22.4m 2026-04-22

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)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—1$5.5m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-05-13 SOWELL JAMES E +1 10% owner · See Footnotes Sold 524,070 $16.00 $8.4m524.1k shares -7%
2025-05-13 Smathers Steven E Director Sold 98,385 $16.00 $1.6m98.4k shares -22%
2025-05-09 Smathers Steven E Director Sold 245,216 $16.00 $3.9m245.2k shares -36%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WASATCH ADVISORS LP 0.08% of their portfolio SALT LAKE CITY, UT 873,994874.0k $16.1m $16.1m 0.08% New
2 Balyasny Asset Management L.P. 0.02% of their portfolio Chicago, IL 566,028566.0k $10.4m $10.4m 0.02% New
3 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 441,142441.1k $8.1m $8.1m 0.02% New
4 Freestone Grove Partners LP 0.06% of their portfolio San Francisco, CA 438,000438.0k $8.1m $8.1m 0.06% New
5 Mink Brook Asset Management LLC 6.81% of their portfolio West Palm Beach, FL 426,540426.5k $7.8m $7.8m 6.81% New
6 ExodusPoint Capital Management, LP 0.09% of their portfolio NEW YORK, NY 406,986407.0k $7.5m $7.5m 0.09% New
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 400,000400.0k $7.4m $7.4m 0.01% New
8 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 393,992394.0k $7.2m $7.2m 0.00% New
9 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 393,334393.3k $7.2m $7.2m 0.01% New
10 Boston Partners 0.01% of their portfolio BOSTON, MA 348,778348.8k $6.4m $6.4m 0.01% New
11 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 309,885309.9k $5.7m $5.7m 0.02% New
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 282,404282.4k $5.2m $5.2m 0.00% New
13 EMERALD MUTUAL FUND ADVISERS TRUST 0.25% of their portfolio LEOLA, PA 219,510219.5k $4.0m $4.0m 0.25% New
14 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 209,060209.1k $3.8m $3.8m 0.00% New
15 Pacific Ridge Capital Partners, LLC 0.86% of their portfolio LAKE OSWEGO, OR 196,540196.5k $3.6m $3.6m 0.86% New
16 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 175,000175.0k $3.2m $3.2m 0.01% New
17 Gillson Capital LP 0.25% of their portfolio CHICAGO, IL 175,000175.0k $3.2m $3.2m 0.25% New
18 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 154,040154.0k $2.8m $2.8m 0.00% New
19 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 144,493144.5k $2.7m $2.7m 0.00% New
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 127,585127.6k $2.3m $2.3m 0.00% New
21 BlackRock, Inc. 0.00% of their portfolio New York, NY 124,699124.7k $2.3m $2.3m 0.00% New
22 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 115,455115.5k $2.1m $2.1m 0.00% New
23 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 109,287109.3k $2.0m $2.0m 0.02% New
24 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 102,342102.3k $1.9m $1.9m 0.00% New
25 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 96,31296.3k $1.8m $1.8m 0.01% New
26 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 92,85592.9k $1.7m $1.7m 0.00% New
27 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 86,63086.6k $1.6m $1.6m 0.01% New
28 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 75,11875.1k $1.4m $1.4m 0.00% New
29 Ghisallo Capital Management LLC 0.03% of their portfolio BOSTON, MA 65,00065.0k $1.2m $1.2m 0.03% New
30 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 61,00061.0k $1.1m $1.1m 0.00% New
31 Shay Capital LLC 0.25% of their portfolio NEW YORK, NY 60,00060.0k $1.1m $1.1m 0.25% New
32 SEVEN GRAND MANAGERS, LLC 0.11% of their portfolio BRONXVILLE, NY 50,00050.0k $919.5k $919.5k 0.11% New
33 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 49,40049.4k $908.5k $908.5k 0.00% New
34 PROSPECTOR PARTNERS LLC 0.10% of their portfolio GUILFORD, CT 46,16046.2k $848.9k $848.9k 0.10% New
35 SOROS FUND MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 40,00040.0k $735.6k $735.6k 0.01% New
36 EMERALD ADVISERS, LLC 0.02% of their portfolio LEOLA, PA 35,49035.5k $652.7k $652.7k 0.02% New
37 Interval Partners, LP 0.01% of their portfolio NEW YORK, NY 32,28432.3k $593.7k $593.7k 0.01% New
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 31,63131.6k $581.7k $581.7k 0.00% New
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 29,79829.8k $548.0k $548.0k 0.00% New
40 Limestone Investment Advisors LP 0.23% of their portfolio NEW YORK, NY 28,95028.9k $532.4k $532.4k 0.23% First filing
41 Harbor Advisors LLC 0.07% of their portfolio West Palm Beach, FL 23,00023.0k $423.0k $423.0k 0.07% New
42 Man Group plc 0.00% of their portfolio LONDON, X0 21,76021.8k $400.2k $400.2k 0.00% New
43 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 18,30018.3k $336.5k $336.5k 0.00% New
44 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 15,89715.9k $292.3k $292.3k 0.00% New
45 OXFORD ASSET MANAGEMENT LLP 0.09% of their portfolio OXFORD, X0 14,86414.9k $273.3k $273.3k 0.09% Not comparable
46 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 13,78013.8k $253.4k $253.4k 0.00% New
47 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 13,48113.5k $247.9k $247.9k 0.00% New
48 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 13,10313.1k $241.0k $241.0k 0.00% New
49 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 11,26011.3k $207.1k $207.1k 0.00% New
50 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 10,44510.4k $192.1k $192.1k 0.01% New
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,1066.1k $112.3k $112.3k 0.00% New
52 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,5005.5k $101.1k $101.1k 0.00% New
53 FNY Investment Advisers, LLC 0.02% of their portfolio NEW YORK, NY 2,5002.5k $45.0k $45.0k 0.02% New
54 Point72 Asia (Singapore) Pte. Ltd. 0.01% of their portfolio SINGAPORE, U0 2,3142.3k $42.6k $42.6k 0.01% New
55 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,2352.2k $41.1k $41.1k 0.00% New
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2020 $0 $0 0.00% New
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — New