FGP
AII

Freestone Grove Partners’s American Integrity Insurance AII Stock Holding History

Freestone Grove Partners’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 		$10.8M Buy
559,197
+8,602
+2% +$164K 0.08% 276
2025
Q4 		$11.5M Buy
550,595
+85,209
+18% +$1.89M 0.08% 273
2025
Q3 		$10.4M Buy
465,386
+27,386
+6% +$519K 0.08% 280
2025
Q2 		$8.05M Buy
+438,000
New +$7.39M 0.06% 297

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freestone Grove Partners's AII Position: Q1 2026 in Review

Freestone Grove Partners increased its American Integrity Insurance (AII) stake by 1.6% in Q1 2026, buying an estimated $164K and bringing the position to 559,197 shares worth $10.8M. The position accounts for 0.08% of the portfolio, ranked #276.

Freestone Grove Partners first reported a position in AII in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q4 2025. 100 funds tracked by Wall St. Rank hold AII as of Q1 2026.

  • Freestone Grove Partners held 559,197 shares of American Integrity Insurance worth $10.8M as of Q1 2026.
  • Freestone Grove Partners bought 8,602 American Integrity Insurance shares in Q1 2026, an estimated $164K.
  • American Integrity Insurance made up 0.08% of Freestone Grove Partners's portfolio in Q1 2026, its #276 holding.
  • Freestone Grove Partners first reported a position in American Integrity Insurance in Q2 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's American Integrity Insurance position peaked at $11.5M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held American Integrity Insurance as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.