Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Integrity Insurance AII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AII Stock Details AII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14K Buy
163
+151
+1,258% +$2.88K ﹤0.01% 5168
2025
Q4 		$0 Buy
+12
New +$267 ﹤0.01% 5730

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AII Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its American Integrity Insurance (AII) stake by 1,258% in Q1 2026, buying an estimated $2.88K and bringing the position to 163 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5168.

Carson Wealth (CWM LLC) first reported a position in AII in Q4 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold AII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163 shares of American Integrity Insurance worth $3.14K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 151 American Integrity Insurance shares in Q1 2026, an estimated $2.88K.
  • American Integrity Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5168 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Integrity Insurance in Q4 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held American Integrity Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.