IFP Advisors’s Ategrity Specialty Insurance ASIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$179 Hold
7
– – ﹤0.01% 4898
2026
Q2
$168 Buy
7
+1
+17% +$21 ﹤0.01% 4883
2026
Q1
$119 Sell
6
-3
-33% -$58 ﹤0.01% 4709
2025
Q4
$189 Buy
+9
New +$170 ﹤0.01% 4489

Other funds holding ASIC

IFP Advisors's ASIC Position: Q3 2026 in Review

IFP Advisors held its Ategrity Specialty Insurance (ASIC) position steady in Q3 2026 at 7 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #4898.

IFP Advisors first reported a position in ASIC in Q4 2025 and has held it in 4 quarters since. The position peaked at $189 in Q4 2025. 9 funds tracked by Wall St. Rank hold ASIC as of Q3 2026.

  • IFP Advisors held 7 shares of Ategrity Specialty Insurance worth $179 as of Q3 2026.
  • IFP Advisors left its Ategrity Specialty Insurance share count unchanged in Q3 2026.
  • Ategrity Specialty Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4898 holding.
  • IFP Advisors first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 4 quarters since.
  • IFP Advisors's Ategrity Specialty Insurance position peaked at $189 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.