Integrated Wealth Concepts’s Ategrity Specialty Insurance ASIC Stock Holding History

Integrated Wealth Concepts’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	$864	Buy	+36	New	+$738	﹤0.01%	5564

Other funds holding ASIC

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Integrated Wealth Concepts's ASIC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ategrity Specialty Insurance (ASIC) in Q2 2026: 36 shares worth $864. The stake represents ﹤0.01% of the portfolio and ranks #5564 among its holdings.

85 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

Integrated Wealth Concepts held 36 shares of Ategrity Specialty Insurance worth $864 as of Q2 2026.
Ategrity Specialty Insurance was a new Integrated Wealth Concepts position in Q2 2026.
Ategrity Specialty Insurance made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5564 holding.
85 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.