True Wealth Design’s Ategrity Specialty Insurance ASIC Stock Holding History

True Wealth Design’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	-1	Closed	-$20	–	2932
2026 Q1	$20	Sell	1 -2	-67%	-$39	﹤0.01%	2645
2025 Q4	$64	Buy	+3	New	+$57	﹤0.01%	2397

Other funds holding ASIC

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's ASIC Position: Q2 2026 in Review

True Wealth Design sold out of Ategrity Specialty Insurance (ASIC) in Q2 2026, closing a stake of 1 share — an estimated $20 sold.

True Wealth Design first reported a position in ASIC in Q4 2025 and held it in 2 quarters. The position peaked at $64 in Q4 2025. 6 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

True Wealth Design reported no remaining Ategrity Specialty Insurance position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 1 Ategrity Specialty Insurance share in Q2 2026, an estimated $20.
True Wealth Design first reported a position in Ategrity Specialty Insurance in Q4 2025 and held it in 2 quarters.
True Wealth Design's Ategrity Specialty Insurance position peaked at $64 in Q4 2025.
6 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.