CA
ASIC

Clearstead Advisors’s Ategrity Specialty Insurance ASIC Stock Holding History

Clearstead Advisors’s Portfolio ASIC Stock Details ASIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122 Buy
+5
New +$103 ﹤0.01% 3322

Other funds holding ASIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
ProCore Advisors Newport Beach, California $80.7M AUM
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clearstead Advisors's ASIC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Ategrity Specialty Insurance (ASIC) in Q2 2026: 5 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #3322 among its holdings.

31 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

  • Clearstead Advisors held 5 shares of Ategrity Specialty Insurance worth $122 as of Q2 2026.
  • Ategrity Specialty Insurance was a new Clearstead Advisors position in Q2 2026.
  • Ategrity Specialty Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3322 holding.
  • 31 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

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