WA
AII

Wasatch Advisors’s American Integrity Insurance AII Stock Holding History

Wasatch 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
2026
Q2 		$23.7M Buy
1,260,169
+67,977
+6% +$1.23M 0.16% 114
2026
Q1 		$23M Buy
1,192,192
+331,766
+39% +$6.32M 0.15% 109
2025
Q4 		$17.9M Sell
860,426
-46,912
-5% -$1.04M 0.11% 128
2025
Q3 		$20.2M Buy
907,338
+33,344
+4% +$632K 0.11% 127
2025
Q2 		$16.1M Buy
+873,994
New +$14.7M 0.08% 135

Other funds holding AII

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return