Covestor
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Covestor’s American Integrity Insurance AII Stock Holding History

Covestor’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
Q3 		$14K Buy
554
+474
+593% +$10.8K 0.01% 1285
2026
Q2 		$2K Buy
+80
New +$1.45K ﹤0.01% 2010
2026
Q1 		– Sell
-9
Closed – – 2893
2025
Q4 		$0 Buy
+9
New +$200 ﹤0.01% 2846

Other funds holding AII

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $212M AUM 53.36% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Covestor's AII Position: Q3 2026 in Review

Covestor increased its American Integrity Insurance (AII) stake by 593% in Q3 2026, buying an estimated $10.8K and bringing the position to 554 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1285.

Covestor first reported a position in AII in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AII as of Q3 2026.

  • Covestor held 554 shares of American Integrity Insurance worth $14K as of Q3 2026.
  • Covestor bought 474 American Integrity Insurance shares in Q3 2026, an estimated $10.8K.
  • American Integrity Insurance made up 0.01% of Covestor's portfolio in Q3 2026, its #1285 holding.
  • Covestor first reported a position in American Integrity Insurance in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held American Integrity Insurance as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.