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 Q1	–	Sell	-9	Closed	–	–	2893
2025 Q4	$0	Buy	+9	New	+$200	﹤0.01%	2846

Other funds holding AII

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Covestor's AII Position: Q1 2026 in Review

Covestor sold out of American Integrity Insurance (AII) in Q1 2026, closing a stake of 9 shares.

Covestor first reported a position in AII in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 100 funds tracked by Wall St. Rank hold AII as of Q1 2026.

Covestor reported no remaining American Integrity Insurance position as of Q1 2026 after selling out during the quarter.
Covestor sold 9 American Integrity Insurance shares in Q1 2026.
Covestor first reported a position in American Integrity Insurance in Q4 2025 and held it in 1 quarter.
Covestor's American Integrity Insurance position peaked at $0 in Q4 2025.
100 funds tracked by Wall St. Rank held American Integrity Insurance as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.