RA
AII

Rise Advisors’s American Integrity Insurance AII Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-29
Closed -$647 – 1522
2025
Q3 		$647 Buy
+29
New +$550 ﹤0.01% 1351

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Rise Advisors's AII Position: Q4 2025 in Review

Rise Advisors sold out of American Integrity Insurance (AII) in Q4 2025, closing a stake of 29 shares — an estimated $647 sold.

Rise Advisors first reported a position in AII in Q3 2025 and held it in 1 quarter. The position peaked at $647 in Q3 2025. 93 funds tracked by Wall St. Rank hold AII as of Q4 2025.

  • Rise Advisors reported no remaining American Integrity Insurance position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 29 American Integrity Insurance shares in Q4 2025, an estimated $647.
  • Rise Advisors first reported a position in American Integrity Insurance in Q3 2025 and held it in 1 quarter.
  • Rise Advisors's American Integrity Insurance position peaked at $647 in Q3 2025.
  • 93 funds tracked by Wall St. Rank held American Integrity Insurance as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.