RFP
ASIC

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
Q2 		– Sell
-18
Closed -$356 – 3430
2026
Q1 		$356 Buy
+18
New +$349 ﹤0.01% 2978

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Root Financial Partners's ASIC Position: Q2 2026 in Review

Root Financial Partners sold out of Ategrity Specialty Insurance (ASIC) in Q2 2026, closing a stake of 18 shares — an estimated $356 sold.

Root Financial Partners first reported a position in ASIC in Q1 2026 and held it in 1 quarter. The position peaked at $356 in Q1 2026. 84 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

  • Root Financial Partners reported no remaining Ategrity Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Ategrity Specialty Insurance shares in Q2 2026, an estimated $356.
  • Root Financial Partners first reported a position in Ategrity Specialty Insurance in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ategrity Specialty Insurance position peaked at $356 in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.