Raymond James Financial
ASIC

Raymond James Financial’s Ategrity Specialty Insurance ASIC Stock Holding History

Raymond James Financial’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
Q1 		– Sell
-25,264
Closed -$531K – 5486
2025
Q4 		$531K Buy
25,264
+12,509
+98% +$236K ﹤0.01% 4232
2025
Q3 		$252K Buy
+12,755
New +$267K ﹤0.01% 4507

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VCM
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Marshall Wace
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
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State of Wisconsin Investment Board
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Raymond James Financial's ASIC Position: Q1 2026 in Review

Raymond James Financial sold out of Ategrity Specialty Insurance (ASIC) in Q1 2026, closing a stake of 25,264 shares — an estimated $531K sold.

Raymond James Financial first reported a position in ASIC in Q3 2025 and held it in 2 quarters. The position peaked at $531K in Q4 2025. 87 funds tracked by Wall St. Rank hold ASIC as of Q1 2026.

  • Raymond James Financial reported no remaining Ategrity Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 25,264 Ategrity Specialty Insurance shares in Q1 2026, an estimated $531K.
  • Raymond James Financial first reported a position in Ategrity Specialty Insurance in Q3 2025 and held it in 2 quarters.
  • Raymond James Financial's Ategrity Specialty Insurance position peaked at $531K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.