ORG Wealth Partners’s Ategrity Specialty Insurance ASIC Stock Holding History

ORG Wealth Partners’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	$178	Buy	+7	New	+$178	﹤0.01%	2374

Other funds holding ASIC

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

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

ORG Wealth Partners's ASIC Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Ategrity Specialty Insurance (ASIC) in Q3 2026: 7 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #2374 among its holdings.

41 funds tracked by Wall St. Rank hold ASIC as of Q3 2026.

ORG Wealth Partners held 7 shares of Ategrity Specialty Insurance worth $178 as of Q3 2026.
Ategrity Specialty Insurance was a new ORG Wealth Partners position in Q3 2026.
Ategrity Specialty Insurance made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2374 holding.
41 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.