RIL
AII

Rothschild Investment LLC’s American Integrity Insurance AII Stock Holding History

Rothschild Investment LLC’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
2026
Q2 		$132 Buy
7
+6
+600% +$109 ﹤0.01% 3490
2026
Q1 		$19 Hold
1
– – ﹤0.01% 3544
2025
Q4 		$21 Buy
+1
New +$22 ﹤0.01% 3338

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

Rothschild Investment LLC's AII Position: Q2 2026 in Review

Rothschild Investment LLC increased its American Integrity Insurance (AII) stake by 600% in Q2 2026, buying an estimated $109 and bringing the position to 7 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Rothschild Investment LLC first reported a position in AII in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of American Integrity Insurance worth $132 as of Q2 2026.
  • Rothschild Investment LLC bought 6 American Integrity Insurance shares in Q2 2026, an estimated $109.
  • American Integrity Insurance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3490 holding.
  • Rothschild Investment LLC first reported a position in American Integrity Insurance in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.