Root Financial Partners’s Ategrity Specialty Insurance ASIC Stock Holding History

Root Financial 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 Q1	$356	Buy	+18	New	+$349	﹤0.01%	2978

Other funds holding ASIC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Root Financial Partners's ASIC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Ategrity Specialty Insurance (ASIC) in Q1 2026: 18 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #2978 among its holdings.

87 funds tracked by Wall St. Rank hold ASIC as of Q1 2026.

Root Financial Partners held 18 shares of Ategrity Specialty Insurance worth $356 as of Q1 2026.
Ategrity Specialty Insurance was a new Root Financial Partners position in Q1 2026.
Ategrity Specialty Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2978 holding.
87 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.