AIINYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
American Integrity Insurance Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$27.98+0.48 (+1.75%)
Close on Oct 19, 2026
- Market cap
- $548.14M
- P/E (TTM)
- 6.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.0%
11M of 20M shares
Institutional holders
101
14 new, 12 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
6 buys · 26 sales
Net sold $74.61M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| James E. Sowell | 4,473,824 | 22.90% | 13G (passive) amendment | Dec 31, 2025 |
| Robert C. Ritchie | 2,394,946 | 12.20% | 13G (passive) amendment | Dec 31, 2025 |
| Boston Partners | 1,468,404 | 7.50% | 13G (passive) amendment | Mar 31, 2026 |
| Wasatch Advisors LP | 1,192,192 | 6.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AII | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Boston Partners | 1,527,196 | 7.79% | $28.76M | +53,365 | 0.03% |
| Wasatch Advisors LP | 1,260,169 | 6.43% | $23.73M | +67,977 | 0.16% |
| Mink Brook Asset Management LLC | 977,969 | 4.99% | $18.42M | +135,531 | 8.13% |
| BlackRock, Inc. | 888,115 | 4.53% | $16.72M | +138,225 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 579,444 | 2.96% | $10.91M | +190,024 | 1.98% |
| Freestone Grove Partners LP | 491,272 | 2.51% | $9.25M | −67,925 | 0.06% |
| Vanguard Capital Management LLC | 458,520 | 2.34% | $8.63M | +3,687 | 0.00% |
| Russell Investments Group, Ltd. | 326,884 | 1.67% | $6.16M | −42,402 | 0.01% |
| Geode Capital Management, LLC | 294,097 | 1.50% | $5.54M | +28,419 | 0.00% |
| Two Sigma Investments, LP | 293,644 | 1.50% | $5.53M | −45,469 | 0.00% |
| American Century Companies Inc | 282,447 | 1.44% | $5.32M | +85,753 | 0.00% |
| State Street Corp | 216,320 | 1.10% | $4.07M | +29,551 | 0.00% |
| Citadel Advisors LLC | 216,145 | 1.10% | $4.07M | +17,760 | 0.00% |
| Bank Of America Corp /De/ | 209,330 | 1.07% | $3.94M | −84,113 | 0.00% |
| Acadian Asset Management LLC | 173,093 | 0.88% | $3.26K | −36,121 | 0.00% |
| Algert Global LLC | 155,356 | 0.79% | $2.93M | New | 0.03% |
| State Of Wisconsin Investment Board | 130,056 | 0.66% | $2.45M | −14,101 | 0.00% |
| Renaissance Technologies LLC | 119,705 | 0.61% | $2.25M | −17,095 | 0.00% |
| Donald Smith & Co., Inc. | 116,420 | 0.59% | $2.19M | New | 0.04% |
| Marshall Wace, Llp | 107,695 | 0.55% | $2.03M | +36,345 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | 11M | 55.0% | 14 / 44 | 39 / 12 | 1M | 2M |
| Q1 2026 | 100 | 11M | 56.7% | 21 / 45 | 26 / 13 | 3M | 2M |
| Q4 2025 | 93 | 11M | 54.5% | 24 / 43 | 19 / 6 | 3M | 4M |
| Q3 2025 | 75 | 11M | 56.2% | 34 / 23 | 11 / 15 | 5M | 2M |
| Q2 2025 | 56 | 8M | 41.8% | 56 / 0 | 0 / 0 | 8M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AII | Value | % of fund | As of |
|---|---|---|---|---|---|
| Wasatch Micro Cap Fund | 609,256 | 3.11% | $11.47M | 1.70% | Jun 30, 2026 |
| Column Small Cap Select Fund | 486,319 | 2.48% | $7.96M | 0.42% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 368,687 | 1.88% | $6.94M | 0.00% | Jun 30, 2026 |
| Wasatch Micro Cap Value Fund | 352,744 | 1.80% | $6.64M | 1.72% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 343,759 | 1.75% | $6.47M | 0.01% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 201,500 | 1.03% | $3.30M | 0.40% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 198,796 | 1.01% | $3.25M | 0.01% | May 31, 2026 |
| WPG Partners Select Small Cap Value Fund | 192,600 | 0.98% | $3.15M | 1.35% | May 31, 2026 |
| Emerald Growth Fund | 155,805 | 0.80% | $3.05M | 0.22% | Apr 30, 2026 |
| Fidelity Small Cap Index Fund | 132,385 | 0.68% | $2.69M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 122,377 | 0.62% | $2.30M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 79,074 | 0.40% | $1.60M | 0.16% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 77,407 | 0.40% | $1.46M | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 62,041 | 0.32% | $1.01M | 0.01% | May 31, 2026 |
| Multi-Asset Strategy Fund | 43,161 | 0.22% | $875.74K | 0.15% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert C. Ritchie | Chief Executive Officer, Director | 1,883,997 | 9.62% | Sep 2, 2026 |
| David Lewis Clark | Chairman, Director | 484,889 | 2.47% | May 26, 2026 |
| Steve W. Biggs | Chief Accounting Officer | 4,820 | 0.02% | Sep 17, 2026 |
| Jon P. Ritchie | President | 179,701 | 0.92% | May 11, 2026 |
| Brian Foley | Chief Financial Officer | 4,262 | 0.02% | Apr 8, 2026 |
| Benjamin A. Lurie | Chief Financial Officer | 85,534 | 0.44% | Mar 4, 2026 |
| Ernest N. Csiszar | Director | 3,996 | 0.02% | Jul 2, 2026 |
| Steven B. Mathis | Director | 6,996 | 0.04% | Jul 2, 2026 |
| Steven E. Smathers | Director | 178,697 | 0.91% | Jul 2, 2026 |
| James E. Sowell | 10% owner | 4,768,861 | 24.34% | Jun 11, 2026 |
| Sowell Investments Holding Co., LLC | 10% owner | 4,610,180 | 23.53% | Jun 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steve W. Biggs Chief Accounting Officer | Sep 17, 2026 | Award | +4,820 | – | – | 4,820 |
| Robert C. Ritchie Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −9,174 | $25.92 | $237.79K | 1,883,997 |
| Robert C. Ritchie Chief Executive Officer, Director | Aug 28, 2026 | Sale(10b5-1 plan) | −6,000 | $26.50 | $159.00K | 1,893,171 |
| Robert C. Ritchie Chief Executive Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −10,000 | $26.35 | $263.50K | 1,899,171 |
| Robert C. Ritchie Chief Executive Officer, Director | Aug 26, 2026 | Sale(10b5-1 plan) | −54,365 | $26.63 | $1.45M | 1,909,171 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 25, 2026 | Sale(10b5-1 plan) | −65,000 | $26.29 | $1.71M | 1,963,536 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 24, 2026 | Sale(10b5-1 plan) | −45,461 | $26.30 | $1.20M | 2,028,536 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 21, 2026 | Sale(10b5-1 plan) | −24,464 | $25.68 | $628.24K | 2,074,147 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 21, 2026 | Sale(10b5-1 plan) | −150 | $26.30 | $3.95K | 2,073,997 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −35,000 | $25.08 | $877.80K | 2,098,611 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −6,000 | $25.24 | $151.44K | 2,133,611 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Sale(10b5-1 plan) | −12,000 | $25.34 | $304.08K | 2,139,611 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −55,000 | $24.92 | $1.37M | 2,151,611 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 14, 2026 | Sale(10b5-1 plan) | −20,402 | $24.12 | $492.10K | 2,206,611 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 13, 2026 | Sale(10b5-1 plan) | −50,000 | $23.65 | $1.18M | 2,227,013 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 12, 2026 | Sale(10b5-1 plan) | −38,161 | $23.08 | $880.76K | 2,277,112 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 12, 2026 | Sale(10b5-1 plan) | −99 | $24.60 | $2.44K | 2,277,013 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −5,800 | $20.72 | $120.18K | 2,315,273 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 7, 2026 | Sale(10b5-1 plan) | −12,959 | $21.01 | $272.27K | 2,321,073 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 6, 2026 | Sale(10b5-1 plan) | −36,965 | $20.83 | $769.98K | 2,334,032 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −30,000 | $20.85 | $625.50K | 2,370,997 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Aug 3, 2026 | Sale(10b5-1 plan) | −33,000 | $20.68 | $682.44K | 2,400,997 |
| Ernest N. Csiszar Director | Jun 30, 2026 | Award | +870 | – | – | 3,996 |
| Steven B. Mathis Director | Jun 30, 2026 | Award | +870 | – | – | 6,996 |
| Steven E. Smathers Director | Jun 30, 2026 | Award | +870 | – | – | 178,697 |
| Sowell Investments Holding Co., LLC 10% owner | Jun 9, 2026 | Buy | +79,497 | $16.85 | $1.34M | 4,610,180 |
| Sowell Investments Holding Co., LLC 10% owner | Jun 8, 2026 | Buy | +33,628 | $16.91 | $568.65K | 4,530,683 |
| Sowell Investments Holding Co., LLC 10% owner | Jun 5, 2026 | Buy | +23,231 | $16.92 | $393.07K | 4,497,055 |
| Steven B. Mathis Director | May 26, 2026 | Buy | +3,000 | $16.82 | $50.46K | 6,126 |
| Steven E. Smathers Director | May 22, 2026 | Buy | +2,900 | $16.99 | $49.27K | 177,827 |
| David Lewis Clark Chairman, Director | May 22, 2026 | Buy | +5,830 | $17.15 | $99.98K | 23,426 |
| David Lewis Clark Chairman, Director | May 7, 2026 | Tax withholding | −1,230 | $19.67 | $24.19K | 17,596 |
| Jon P. Ritchie President | May 7, 2026 | Tax withholding | −1,538 | $19.67 | $30.25K | 179,701 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | May 7, 2026 | Tax withholding | −2,921 | $19.67 | $57.46K | 2,433,997 |
| Brian Foley Chief Financial Officer | Apr 6, 2026 | Award | +4,262 | – | – | 4,262 |
| Ernest N. Csiszar Director | Mar 31, 2026 | Award | +778 | – | – | 3,126 |
| Steven E. Smathers Director | Mar 31, 2026 | Award | +778 | – | – | 174,927 |
| Steven B. Mathis Director | Mar 31, 2026 | Award | +778 | – | – | 3,126 |
| David Lewis Clark Chairman, Director | Mar 2, 2026 | Award | +9,451 | – | – | 18,826 |
| Jon P. Ritchie President | Mar 2, 2026 | Award | +11,814 | – | – | 181,239 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Mar 2, 2026 | Award | +19,706 | – | – | 2,436,918 |
| Benjamin A. Lurie Chief Financial Officer | Mar 2, 2026 | Award | +3,166 | – | – | 85,534 |
| Steven B. Mathis Director | Dec 31, 2025 | Award | +735 | – | – | 2,348 |
| Steven E. Smathers Director | Dec 31, 2025 | Award | +735 | – | – | 174,149 |
| Ernest N. Csiszar Director | Dec 31, 2025 | Award | +735 | – | – | 2,348 |
| Sowell Investments Holding Co., LLC 10% owner | Dec 5, 2025 | Sale | −295,037 | $19.00 | $5.61M | 4,473,824 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Dec 5, 2025 | Sale | −59,554 | $19.00 | $1.13M | 2,417,212 |
| Jon P. Ritchie President | Dec 4, 2025 | Award | +11,719 | – | – | 169,425 |
| Benjamin A. Lurie Chief Financial Officer | Dec 4, 2025 | Award | +3,516 | – | – | 82,368 |
| David Lewis Clark Chairman, Director | Dec 4, 2025 | Award | +9,375 | – | – | 9,375 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Dec 4, 2025 | Award | +22,266 | – | – | 2,476,766 |
| Robert C. Ritchie Chief Executive Officer, Director, 10% owner | Nov 21, 2025 | Sale | −475,000 | $19.00 | $9.03M | 2,454,500 |
| Steven E. Smathers Director | Nov 21, 2025 | Sale | −171,800 | $19.00 | $3.26M | 173,414 |
| James E. Sowell 10% owner | Nov 21, 2025 | Sale | −2,353,200 | $19.00 | $44.71M | 4,768,861 |
| Steven E. Smathers Director | Sep 30, 2025 | Award | +727 | – | – | 345,214 |
| Steven B. Mathis Director | Sep 30, 2025 | Award | +727 | – | – | 1,613 |
| Ernest N. Csiszar Director | Sep 30, 2025 | Award | +727 | – | – | 1,613 |
| Steven B. Mathis Director | Sep 9, 2025 | Award | +886 | – | – | 886 |
| Steven E. Smathers Director | Sep 9, 2025 | Award | +886 | – | – | 344,487 |
| Ernest N. Csiszar Director | Sep 9, 2025 | Award | +886 | – | – | 886 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert C. Ritchie Officer, Director, 10% Stockholder | Aug 7, 2026 | 775,000 | $16.28M | Aug 3, 2026 | Reorganization |