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
Q2 		$9.25M Sell
491,272
-67,925
-12% -$1.23M 0.06% 301
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 $227M AUM 64.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Freestone Grove Partners's AII Position: Q2 2026 in Review

Freestone Grove Partners reduced its American Integrity Insurance (AII) stake by 12% in Q2 2026, selling an estimated $1.23M and leaving 491,272 shares worth $9.25M. The position accounts for 0.06% of the portfolio, ranked #301.

Freestone Grove Partners first reported a position in AII in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.5M in Q4 2025. 100 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • Freestone Grove Partners held 491,272 shares of American Integrity Insurance worth $9.25M as of Q2 2026.
  • Freestone Grove Partners sold 67,925 American Integrity Insurance shares in Q2 2026, an estimated $1.23M.
  • American Integrity Insurance made up 0.06% of Freestone Grove Partners's portfolio in Q2 2026, its #301 holding.
  • Freestone Grove Partners first reported a position in American Integrity Insurance in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.