Newbridge Financial Services Group’s American Integrity Insurance AII Stock Holding History

Newbridge Financial Services Group’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 Q3	$12.5K	Buy	+500	New	+$11.4K	﹤0.01%	812

Other funds holding AII

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Newbridge Financial Services Group's AII Position: Q3 2026 in Review

Newbridge Financial Services Group opened a new position in American Integrity Insurance (AII) in Q3 2026: 500 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

43 funds tracked by Wall St. Rank hold AII as of Q3 2026.

Newbridge Financial Services Group held 500 shares of American Integrity Insurance worth $12.5K as of Q3 2026.
American Integrity Insurance was a new Newbridge Financial Services Group position in Q3 2026.
American Integrity Insurance made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #812 holding.
43 funds tracked by Wall St. Rank held American Integrity Insurance as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.