CA
AII

Clearstead Advisors’s American Integrity Insurance AII Stock Holding History

Clearstead Advisors’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
Q2 		$95 Buy
+5
New +$90 ﹤0.01% 3367

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return

Clearstead Advisors's AII Position: Q2 2026 in Review

Clearstead Advisors opened a new position in American Integrity Insurance (AII) in Q2 2026: 5 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #3367 among its holdings.

28 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • Clearstead Advisors held 5 shares of American Integrity Insurance worth $95 as of Q2 2026.
  • American Integrity Insurance was a new Clearstead Advisors position in Q2 2026.
  • American Integrity Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3367 holding.
  • 28 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.