Essential Partners’s Ategrity Specialty Insurance ASIC Stock Holding History

Essential 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 Q3	$128	Hold	5	–	–	﹤0.01%	2670
2026 Q2	$120	Hold	5	–	–	﹤0.01%	2728
2026 Q1	$99	Hold	5	–	–	﹤0.01%	2715
2025 Q4	$105	Buy	+5	New	+$95	﹤0.01%	2547

Other funds holding ASIC

ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's ASIC Position: Q3 2026 in Review

Essential Partners held its Ategrity Specialty Insurance (ASIC) position steady in Q3 2026 at 5 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Essential Partners first reported a position in ASIC in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold ASIC as of Q3 2026.

Essential Partners held 5 shares of Ategrity Specialty Insurance worth $128 as of Q3 2026.
Essential Partners left its Ategrity Specialty Insurance share count unchanged in Q3 2026.
Ategrity Specialty Insurance made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2670 holding.
Essential Partners first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.