Private Wealth Management Group’s Ategrity Specialty Insurance ASIC Stock Holding History
Bought
Maintained
Sold
Other funds holding ASIC
CC
Private Wealth Management Group's ASIC Position: Q2 2026 in Review
Private Wealth Management Group reduced its Ategrity Specialty Insurance (ASIC) stake by 49% in Q2 2026, selling an estimated $1.89K and leaving 97 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.
Private Wealth Management Group first reported a position in ASIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.74K in Q1 2026. 85 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.
- Private Wealth Management Group held 97 shares of Ategrity Specialty Insurance worth $2.33K as of Q2 2026.
- Private Wealth Management Group sold 92 Ategrity Specialty Insurance shares in Q2 2026, an estimated $1.89K.
- Ategrity Specialty Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1102 holding.
- Private Wealth Management Group first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 3 quarters since.
- Private Wealth Management Group's Ategrity Specialty Insurance position peaked at $3.74K in Q1 2026.
- 85 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.
Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.