CWP
ASIC

Curated Wealth Partners’s Ategrity Specialty Insurance ASIC Stock Holding History

Curated Wealth Partners’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 		$342K Buy
+14,987
New +$307K 0.04% 387

Other funds holding ASIC

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curated Wealth Partners's ASIC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Ategrity Specialty Insurance (ASIC) in Q2 2026: 14,987 shares worth $342K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings.

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

  • Curated Wealth Partners held 14,987 shares of Ategrity Specialty Insurance worth $342K as of Q2 2026.
  • Ategrity Specialty Insurance was a new Curated Wealth Partners position in Q2 2026.
  • Ategrity Specialty Insurance made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • 6 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.