Morgan Stanley
AII

Morgan Stanley’s American Integrity Insurance AII Stock Holding History

Morgan Stanley’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 		$1.72M Sell
91,234
-5,578
-6% -$101K ﹤0.01% 4932
2026
Q1 		$1.87M Buy
96,812
+2,725
+3% +$51.9K ﹤0.01% 4815
2025
Q4 		$1.96M Buy
94,087
+75,501
+406% +$1.68M ﹤0.01% 4826
2025
Q3 		$415K Buy
18,586
+16,351
+732% +$310K ﹤0.01% 5585
2025
Q2 		$41.1K Buy
+2,235
New +$37.7K ﹤0.01% 6423

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
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 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

Morgan Stanley's AII Position: Q2 2026 in Review

Morgan Stanley reduced its American Integrity Insurance (AII) stake by 5.8% in Q2 2026, selling an estimated $101K and leaving 91,234 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #4932.

Morgan Stanley first reported a position in AII in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2025. 101 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • Morgan Stanley held 91,234 shares of American Integrity Insurance worth $1.72M as of Q2 2026.
  • Morgan Stanley sold 5,578 American Integrity Insurance shares in Q2 2026, an estimated $101K.
  • American Integrity Insurance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4932 holding.
  • Morgan Stanley first reported a position in American Integrity Insurance in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's American Integrity Insurance position peaked at $1.96M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.