IFP Advisors
ASIC icon

IFP Advisors’s Ategrity Specialty Insurance ASIC Stock Holding History

IFP Advisors’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 		$179 Hold
7
– – ﹤0.01% 4896
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

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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 #4896.

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 #4896 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.