PWMG
ASIC icon

Private Wealth Management Group’s Ategrity Specialty Insurance ASIC Stock Holding History

Private Wealth Management Group’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 		$2.48K Hold
97
– – ﹤0.01% 1114
2026
Q2 		$2.33K Sell
97
-92
-49% -$1.89K ﹤0.01% 1102
2026
Q1 		$3.74K Buy
189
+92
+95% +$1.78K ﹤0.01% 874
2025
Q4 		$2.04K Buy
+97
New +$1.83K ﹤0.01% 1071

Other funds holding ASIC

ProCore Advisors
ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Private Wealth Management Group's ASIC Position: Q3 2026 in Review

Private Wealth Management Group held its Ategrity Specialty Insurance (ASIC) position steady in Q3 2026 at 97 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Private Wealth Management Group first reported a position in ASIC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.74K in Q1 2026. 9 funds tracked by Wall St. Rank hold ASIC as of Q3 2026.

  • Private Wealth Management Group held 97 shares of Ategrity Specialty Insurance worth $2.48K as of Q3 2026.
  • Private Wealth Management Group left its Ategrity Specialty Insurance share count unchanged in Q3 2026.
  • Ategrity Specialty Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1114 holding.
  • Private Wealth Management Group first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Ategrity Specialty Insurance position peaked at $3.74K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.