IA
ASIC

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
Q2 		$168 Buy
7
+1
+17% +$21 ﹤0.01% 4885
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

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's ASIC Position: Q2 2026 in Review

IFP Advisors increased its Ategrity Specialty Insurance (ASIC) stake by 17% in Q2 2026, buying an estimated $21 and bringing the position to 7 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #4885.

IFP Advisors first reported a position in ASIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $189 in Q4 2025. 6 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

  • IFP Advisors held 7 shares of Ategrity Specialty Insurance worth $168 as of Q2 2026.
  • IFP Advisors bought 1 Ategrity Specialty Insurance share in Q2 2026, an estimated $21.
  • Ategrity Specialty Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4885 holding.
  • IFP Advisors first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 3 quarters since.
  • IFP Advisors's Ategrity Specialty Insurance position peaked at $189 in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.