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American Integrity Insurance Group, Inc. (AII)

USD18.52 -0.17 (-0.88%)
US NYSE Financial Services Insurance - Property & Casualty
Address 5426 Bay Center Drive 33609
Tampa, FL, US
CEO Robert Craig Ritchie
Website aii.com
IPO 2025-05-08
CIK 2007587 ISIN US0269481091

Explore sections of this company profile

Description

American Integrity Insurance Group, Inc., together with its subsidiaries, operates as an insurance company in the United States. The company offers personal residential property insurance for single-family homeowners and condominium owners, as well as coverage for vacant dwellings and investment properties. It also provides manufactured home, commercial residential, dwelling property, and specialty insurance products. In addition, the company offers optional endorsements that provide higher levels of standard coverage and optional coverage, such as personal injury, animal liability, identity recovery, and golf cart physical; and flood insurance products. It distributes its products through the Voluntary Market, which includes partnerships with independent agents, national and regional insurance companies, homebuilder-affiliated agents, and direct-to-consumer channels. American Integrity Insurance Group, Inc. was incorporated in 2006 and is headquartered in Tampa, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD18.52 -0.17 (-0.88%)
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Volume Profile
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Liquidity & share structure
Average Volume
116.4K
Beta
0.35
Float Shares
6.68M
Free Float %
34.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.96% +0.56% +5.66% +9.93% -20.97% -5.90% +12.58% +15.98% +15.98% +15.98% +15.98%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
18.52
Low 28.00 +51.2%
Consensus 28.00 +51.2%
Median 28.00 +51.2%
High 28.00 +51.2%
DCF (Unlevered) 101.90 +450.4%
DCF (Levered) 308.46 +1,566.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 83% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 6
25.00
+35.0%
All Time 6
25.00
+35.0%
Quality scores
Altman Z-Score
1.22
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
S-
Overall Score
5 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +35.3% Q1'26: +26.5% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +191.2% Q1'26: -47.7% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +49.3% Q1'26: +55.2% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +41.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    +74.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    -12.0% Q1'26: 0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    0.01×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.74) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 101.01 Current price: 18.52
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Revenue
204.35M
est: 231.93M (-11.9%)
276.49M
est: 916.85M (-69.8%)
963.86M
911.33M – 1.02B
+5.1% YoY
1.02B
955.87M – 1.06B
+6.1% YoY
EBITDA
53.88M
est: 70.89M (-24.0%)
117.34M
est: 280.23M (-58.1%)
294.60M
278.55M – 310.34M
+5.1% YoY
312.43M
292.16M – 324.69M
+6.1% YoY
EBIT
51.04M
est: 68.71M (-25.7%)
115.06M
est: 271.60M (-57.6%)
285.53M
269.97M – 300.78M
+5.1% YoY
302.81M
283.16M – 314.69M
+6.1% YoY
Net Income
39.74M
est: 8.70B (-99.5%)
99.62M
est: 93.44M (+6.6%)
49.46M
44.64M – 54.28M
-47.1% YoY
52.97M
48.16M – 57.79M
+7.1% YoY
SGA
30.95M
est: 36.57M (-15.4%)
41.95M
est: 144.56M (-71.0%)
151.97M
143.69M – 160.08M
+5.1% YoY
161.16M
150.71M – 167.49M
+6.1% YoY
EPS
1.94
est: 507.34 (-99.6%)
5.78
est: 5.43 (+6.5%)
2.83
2.59 – 3.15
-47.9% YoY
3.07
2.79 – 3.35
+8.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 S- 5/5 5/5 5/5 5/5 4/5 4/5 3/5
2026-05-11 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-08 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-07 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-06 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-05 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-04 A+ 5/5 5/5 5/5 5/5 4/5 4/5 2/5
2026-05-01 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-30 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-29 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-28 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-27 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-24 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-04-23 A+ 5/5 5/5 5/5 5/5 3/5 4/5 3/5
2026-04-22 A+ 5/5 5/5 5/5 5/5 3/5 4/5 3/5
2026-04-21 A+ 5/5 5/5 5/5 5/5 3/5 4/5 3/5
2026-04-20 A+ 5/5 5/5 5/5 5/5 3/5 4/5 3/5
2026-04-17 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-16 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
134.90M
OE per share TTM
7.12
Owner's Yield
35.15%
Maintenance CapEx ratio
0.20%
Maint CapEx / Avg PPE
2.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
38
Total invested
108.61M
Insider transactions (90d)
3
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
38
-53 vs prev Q
New positions
9
Closed positions
62
Increased
25
Reduced
8
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BOSTON PARTNERS 1.19M +101.4K (+9.3%) 24.81M +493.0K (+2.0%) 6.06% -0.362 pp 0.03% +0.001 pp USD21.04 -1.0% 3 qtrs
2 WASATCH ADVISORS LP 860.4K -46.9K (-5.2%) 17.92M -2.3M (-11.5%) 4.38% -0.970 pp 0.11% -0.002 pp USD18.53 +12.4% 3 qtrs
3 MINK BROOK ASSET MANAGEMENT LLC 648.4K +169.9K (+35.5%) 13.51M +2.8M (+26.5%) 3.30% +0.480 pp 8.53% +1.344 pp USD19.34 +7.7% 3 qtrs
4 VANGUARD GROUP INC 566.7K +127.0K (+28.9%) 11.80M +2.0M (+20.3%) 2.88% +0.293 pp 0.00% +0.000 pp USD19.25 +8.2% 3 qtrs
5 FREESTONE GROVE PARTNERS LP 550.6K +85.2K (+18.3%) 11.47M +1.1M (+10.5%) 2.80% +0.059 pp 0.08% +0.005 pp USD18.96 +9.9% 3 qtrs
6 BLACKROCK, INC. 539.4K +98.2K (+22.3%) 11.24M +1.4M (+14.2%) 2.75% +0.145 pp 0.00% +0.000 pp USD21.13 -1.4% 3 qtrs
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 476.9K +50.0K (+11.7%) 9.93M +410.0K (+4.3%) 2.43% -0.089 pp 0.01% +0.000 pp USD18.87 +10.4% 3 qtrs
8 CITADEL ADVISORS LLC 330.2K +318.6K (+2,753.7%) 6.88M +6.6M (+2,564.4%) 1.68% +1.613 pp 0.00% +0.001 pp USD20.74 +0.4% 3 qtrs
9 ALYESKA INVESTMENT GROUP, L.P. 327.4K +17.5K (+5.7%) 6.82M -93.7K (-1.4%) 1.67% -0.160 pp 0.02% -0.002 pp USD18.52 +12.5% 3 qtrs
10 PACIFIC RIDGE CAPITAL PARTNERS, LLC 310.3K +60.1K (+24.0%) 6.46M +880.9K (+15.8%) 1.58% +0.104 pp 1.42% +0.192 pp USD19.54 +6.6% 3 qtrs
11 RUSSELL INVESTMENTS GROUP, LTD. 307.9K +85.9K (+38.7%) 6.41M +1.5M (+29.5%) 1.57% +0.258 pp 0.01% +0.001 pp USD20.72 +0.5% 3 qtrs
12 MILLENNIUM MANAGEMENT LLC 294.6K +265.9K (+926.1%) 6.14M +5.5M (+858.0%) 1.50% +1.330 pp 0.00% +0.002 pp USD20.59 +1.2% 3 qtrs
13 BANK OF AMERICA CORP /DE/ 291.3K +139.0K (+91.3%) 6.07M +2.7M (+78.6%) 1.48% +0.585 pp 0.00% +0.000 pp USD21.20 -1.7% 3 qtrs
14 TWO SIGMA INVESTMENTS, LP 216.9K +66.5K (+44.2%) 4.52M +1.2M (+34.6%) 1.10% +0.217 pp 0.01% +0.001 pp USD19.25 +8.2% 3 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 215.8K +49.3K (+29.6%) 4.50M +779.5K (+21.0%) 1.10% +0.117 pp 0.00% +0.000 pp USD20.61 +1.1% 3 qtrs
16 BALYASNY ASSET MANAGEMENT L.P. 203.7K -297.5K (-59.3%) 4.24M -6.9M (-62.0%) 1.04% -1.918 pp 0.01% -0.009 pp USD18.39 +13.3% 3 qtrs
17 RENAISSANCE TECHNOLOGIES LLC 185.4K +170.1K (+1,111.8%) 3.86M +3.5M (+1,031.4%) 0.94% +0.854 pp 0.01% +0.006 pp USD20.95 -0.6% 2 qtrs
18 EMERALD MUTUAL FUND ADVISERS TRUST 171.4K +— (+0.0%) 3.57M -253.7K (-6.6%) 0.87% -0.138 pp 0.17% -0.024 pp USD18.39 +13.3% 3 qtrs
19 INTERVAL PARTNERS, LP 163.8K +131.3K (+403.6%) 3.41M +2.7M (+370.2%) 0.83% +0.642 pp 0.06% +0.049 pp USD20.35 +2.4% 3 qtrs
20 GILLSON CAPITAL LP 161.8K -13.2K (-7.6%) 3.37M -534.0K (-13.7%) 0.82% -0.208 pp 0.22% -0.118 pp USD18.39 +13.3% 3 qtrs
21 STATE OF WISCONSIN INVESTMENT BOARD 158.6K -16.4K (-9.4%) 3.30M -601.5K (-15.4%) 0.81% -0.225 pp 0.01% -0.002 pp USD18.39 +13.3% 3 qtrs
22 STATE STREET CORP 156.0K +46.4K (+42.4%) 3.25M +805.4K (+33.0%) 0.79% +0.148 pp 0.00% +0.000 pp USD21.59 -3.5% 3 qtrs
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24 ACADIAN ASSET MANAGEMENT LLC 152.5K +95.6K (+168.1%) 3.17M +1.9M (+150.4%) 0.78% +0.441 pp 0.01% +0.003 pp USD21.38 -2.6% 2 qtrs
25 WALLEYE CAPITAL LLC 144.3K +122.9K (+574.6%) 3.00M +2.5M (+529.9%) 0.73% +0.608 pp 0.01% +0.007 pp USD21.05 -1.0% 2 qtrs
26 GHISALLO CAPITAL MANAGEMENT LLC 109.2K +44.2K (+68.0%) 2.28M +824.9K (+56.9%) 0.56% +0.173 pp 0.10% +0.054 pp USD19.38 +7.5% 3 qtrs
27 MARSHALL WACE, LLP 105.0K +15.6K (+17.5%) 2.19M +192.9K (+9.7%) 0.53% +0.008 pp 0.00% +0.000 pp USD18.75 +11.1% 3 qtrs
28 JACOBS LEVY EQUITY MANAGEMENT, INC 100.6K +100.6K (+100.0%) 2.10M +2.1M (+100.0%) 0.51% +0.512 pp 0.01% +0.008 pp USD20.83 +0.0% 1 qtrs NEW
29 AMERICAN CENTURY COMPANIES INC 97.4K +78.9K (+426.9%) 2.03M +1.6M (+391.9%) 0.50% +0.387 pp 0.00% +0.001 pp USD21.11 -1.3% 2 qtrs
30 MORGAN STANLEY 94.1K +75.5K (+406.2%) 1.96M +1.5M (+372.6%) 0.48% +0.369 pp 0.00% +0.000 pp USD21.03 -1.0% 3 qtrs
31 GAMCO INVESTORS, INC. ET AL 81.1K -12.4K (-13.3%) 1.69M -396.6K (-19.0%) 0.41% -0.138 pp 0.02% -0.004 pp USD18.39 +13.3% 3 qtrs
32 JANE STREET GROUP, LLC 80.1K +80.1K (+100.0%) 1.67M +1.7M (+100.0%) 0.41% +0.408 pp 0.00% +0.000 pp USD20.83 +0.0% 1 qtrs NEW
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34 65.0K +65.0K (+100.0%) 1.35M +1.4M (+100.0%) 0.33% +0.331 pp 0.96% +0.958 pp USD20.83 +0.0% 1 qtrs NEW
35 TWO SIGMA ADVISERS, LP 62.0K -7.6K (-10.9%) 1.29M -261.3K (-16.8%) 0.32% -0.095 pp 0.00% -0.001 pp USD19.53 +6.7% 3 qtrs
36 SCHONFELD STRATEGIC ADVISORS LLC 61.9K +44.8K (+261.8%) 1.29M +907.9K (+237.8%) 0.32% +0.214 pp 0.01% +0.004 pp USD20.16 +3.3% 3 qtrs
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 58.4K -38.0 (-0.1%) 1.22M -87.2K (-6.7%) 0.30% -0.047 pp 0.00% +0.000 pp USD20.19 +3.2% 3 qtrs
38 QUBE RESEARCH & TECHNOLOGIES LTD 58.1K +58.1K (+100.0%) 1.21M +1.2M (+100.0%) 0.30% +0.296 pp 0.00% +0.001 pp USD20.83 +0.0% 3 qtrs
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43 VERDAD ADVISERS, LP 37.5K +37.5K (+100.0%) 782.0K +782.0K (+100.0%) 0.19% +0.191 pp 0.89% +0.895 pp USD20.83 +0.0% 1 qtrs NEW
44 AMERIPRISE FINANCIAL INC 37.1K +37.1K (+100.0%) 773.2K +773.2K (+100.0%) 0.19% +0.189 pp 0.00% +0.000 pp USD20.83 +0.0% 1 qtrs NEW
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48 QUADRATURE CAPITAL LTD 35.4K +35.4K (+100.0%) 737.3K +737.3K (+100.0%) 0.18% +0.180 pp 0.01% +0.008 pp USD20.83 +0.0% 1 qtrs NEW
49 HARBOR ADVISORS LLC 33.0K +10.0K (+43.5%) 687.4K +174.3K (+34.0%) 0.17% +0.032 pp 0.10% +0.024 pp USD19.13 +8.9% 3 qtrs
50 EMERALD ADVISERS, LLC 31.6K +— (+0.0%) 658.7K -46.8K (-6.6%) 0.16% -0.026 pp 0.02% -0.002 pp USD18.39 +13.3% 3 qtrs
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56 FIRST TRUST ADVISORS LP 21.7K +531.0 (+2.5%) 451.2K -20.2K (-4.3%) 0.11% -0.014 pp 0.00% +0.000 pp USD22.27 -6.5% 2 qtrs
57 JUMP FINANCIAL, LLC 19.5K +19.5K (+100.0%) 406.5K +406.5K (+100.0%) 0.10% +0.099 pp 0.01% +0.005 pp USD20.83 +0.0% 1 qtrs NEW
58 UBS GROUP AG 18.2K -15.5K (-45.9%) 380.0K -372.4K (-49.5%) 0.09% -0.106 pp 0.00% 0.000 pp USD21.60 -3.6% 3 qtrs
59 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 15.1K +15.1K (+100.0%) 315.4K +315.4K (+100.0%) 0.08% +0.077 pp 0.00% +0.001 pp USD20.83 +0.0% 1 qtrs NEW
60 FEDERATED HERMES, INC. 14.8K -3.5K (-18.9%) 307.6K -98.9K (-24.3%) 0.08% -0.032 pp 0.00% 0.000 pp USD18.39 +13.3% 3 qtrs
61 TREXQUANT INVESTMENT LP 14.1K +14.1K (+100.0%) 293.8K +293.8K (+100.0%) 0.07% +0.072 pp 0.00% +0.003 pp USD20.83 +0.0% 1 qtrs NEW
62 STRS OHIO 13.7K +12.2K (+813.3%) 285.4K +251.9K (+752.7%) 0.07% +0.061 pp 0.00% +0.001 pp USD20.99 -0.8% 2 qtrs
63 SG AMERICAS SECURITIES, LLC 12.9K +796.0 (+6.6%) 269.0K -2.0K (-0.7%) 0.07% -0.006 pp 0.00% -0.001 pp USD22.22 -6.3% 2 qtrs
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65 LOS ANGELES CAPITAL MANAGEMENT LLC 8.9K +8.9K (+100.0%) 212.0K +212.0K (+100.0%) 0.05% +0.045 pp 0.00% +0.001 pp USD20.83 +0.0% 1 qtrs NEW
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67 QUANTBOT TECHNOLOGIES LP 9.3K +9.3K (+100.0%) 194.5K +194.5K (+100.0%) 0.05% +0.048 pp 0.01% +0.007 pp USD20.83 +0.0% 1 qtrs NEW
68 FMR LLC 8.9K +8.9K (+297,800.0%) 186.2K +186.1K (+277,747.8%) 0.05% +0.046 pp 0.00% +0.000 pp USD20.83 +0.0% 2 qtrs
69 WELLS FARGO & COMPANY/MN 8.9K +3.2K (+56.7%) 185.3K +58.6K (+46.3%) 0.05% +0.012 pp 0.00% +0.000 pp USD21.77 -4.3% 2 qtrs
70 DEUTSCHE BANK AG\ 6.8K +— (+0.0%) 141.4K -10.0K (-6.6%) 0.03% -0.006 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
71 ADVISOR GROUP HOLDINGS, INC. 6.6K +2.6K (+64.5%) 137.1K +49.8K (+57.0%) 0.03% +0.010 pp 0.00% +0.000 pp USD21.73 -4.1% 2 qtrs
72 CITIGROUP INC 6.4K +5.7K (+808.5%) 132.9K +117.2K (+748.3%) 0.03% +0.028 pp 0.00% +0.000 pp USD20.99 -0.8% 2 qtrs
73 RHUMBLINE ADVISERS 5.8K -1.1K (-16.3%) 121.1K -33.8K (-21.8%) 0.03% -0.011 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
74 METLIFE INVESTMENT MANAGEMENT, LLC 5.2K +— (+0.0%) 107.5K -7.6K (-6.6%) 0.03% -0.004 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
75 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.7K -25.0 (-0.7%) 77.0K -6.0K (-7.3%) 0.02% -0.003 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
76 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.4K +1.5K (+172.7%) 51.0K +30.9K (+154.6%) 0.01% +0.007 pp 0.00% +0.000 pp USD21.37 -2.5% 2 qtrs
77 NEW YORK STATE COMMON RETIREMENT FUND 2.0K +2.0K (+100.0%) 41.7K +41.7K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD20.83 +0.0% 1 qtrs NEW
78 NEWEDGE ADVISORS, LLC 1.6K +1.6K (+100.0%) 33.3K +33.3K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD20.83 +0.0% 1 qtrs NEW
79 LEGAL & GENERAL GROUP PLC 755.00 +— (+0.0%) 15.7K -1.1K (-6.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
80 AMERITAS INVESTMENT PARTNERS, INC. 669.00 +— (+0.0%) 13.9K -990.0 (-6.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
81 TOWER RESEARCH CAPITAL LLC (TRC) 553.00 -460.0 (-45.4%) 11.5K -11.1K (-49.0%) 0.00% -0.003 pp 0.00% 0.000 pp USD22.31 -6.6% 2 qtrs
82 ROYAL BANK OF CANADA 564.00 +452.0 (+403.6%) 11.0K +8.0K (+266.7%) 0.00% +0.002 pp 0.00% +0.000 pp USD21.12 -1.4% 2 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 491.00 -1.1K (-69.7%) 10.2K -25.9K (-71.7%) 0.00% -0.007 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
84 QUARRY LP 375.00 -420.0 (-52.8%) 7.8K -9.9K (-56.0%) 0.00% -0.003 pp 0.00% -0.003 pp USD22.31 -6.6% 2 qtrs
85 STERLING CAPITAL MANAGEMENT LLC 307.00 -44.0 (-12.5%) 6.4K -1.4K (-18.3%) 0.00% -0.001 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
86 AMALGAMATED BANK 252.00 -7.0 (-2.7%) 5.0K -1.0K (-16.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD22.31 -6.6% 2 qtrs
87 GAMMA INVESTING LLC 17.00 +17.0 (+100.0%) 354.00 +354.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.82 +0.0% 1 qtrs NEW
88 IFP ADVISORS, INC 2.00 +2.0 (+100.0%) 42.00 +42.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.50 +1.6% 1 qtrs NEW
89 MAI CAPITAL MANAGEMENT 1.00 +1.0 (+100.0%) 21.00 +21.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.00 +4.1% 1 qtrs NEW
90 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 21.00 +21.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.00 +4.1% 1 qtrs NEW
91 FRANKLIN RESOURCES INC -3.0M (-100.0%) -234.7M (-100.0%) 0.00% -17.618 pp 0.00% -0.059 pp USD 3 qtrs SOLD
92 RAKUTEN INVESTMENT MANAGEMENT, INC. -12.4K (-100.0%) -403.3K (-100.0%) 0.00% -0.073 pp 0.00% -0.001 pp USD 2 qtrs SOLD
93 STATE OF TENNESSEE, TREASURY DEPARTMENT -18.3K (-100.0%) -408.3K (-100.0%) 0.00% -0.108 pp 0.00% -0.001 pp USD 3 qtrs SOLD
94 RISE ADVISORS, LLC -29.0 (-100.0%) -647.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
95 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC -191.3K (-100.0%) -4.3M (-100.0%) 0.00% -1.128 pp 0.00% -0.478 pp USD 2 qtrs SOLD
96 LIGHTHOUSE INVESTMENT PARTNERS, LLC -56.8K (-100.0%) -1.3M (-100.0%) 0.00% -0.335 pp 0.00% -0.038 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 50 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Royce Quant Small-Cap Quality Value ETF SQLV 0.25% 71.0K 0.60%
2 First Trust Dow Jones Select MicroCap Index Fund FDM 0.17% 432.6K 0.65%
3 iShares Micro-Cap ETF IWC 0.05% 763.5K 0.60%
4 WisdomTree U.S. SmallCap Fund EES 0.05% 358.5K 0.38%
5 Harbor Human Capital Factor US Small Cap ETF HAPS 0.03% 53.0K 0.61%
6 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.02% 61.7K 0.39%
7 iShares Russell 2000 Value ETF IWN 0.02% 2.30M 0.24%
8 Avantis U.S. Small Cap Value ETF AVUV 0.02% 4.52M 0.25%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 375.3K 0.25%
10 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 554.7K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
46.5K
Shares disposed
Cash buys
Cash sales
Net activity
+46,471
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-07 Ritchie Robert C Director / Officer / 10% Owner F-InKind D Common Stock 2,921 19.67 57.5K 2,433,997 D
2026-05-07 Ritchie Jon P Officer F-InKind D Common Stock 1,538 19.67 30.3K 179,701 D
2026-05-07 Clark David Lewis Director / Officer F-InKind D Common Stock 1,230 19.67 24.2K 17,596 D
2026-04-06 Foley Brian Officer A-Award A Common Stock 4,262 0.00 4,262 D
2026-03-31 Smathers Steven E Director A-Award A Common Stock 778 0.00 174,927 D
2026-03-31 MATHIS STEVEN B Director A-Award A Common Stock 778 0.00 3,126 D
2026-03-31 Csiszar Ernest N Director A-Award A Common Stock 778 0.00 3,126 D
2026-03-02 Ritchie Robert C Director / Officer / 10% Owner A-Award A Common Stock 19,706 0.00 2,436,918 D
2026-03-02 Ritchie Jon P Officer A-Award A Common Stock 11,814 0.00 181,239 D
2026-03-02 Lurie Benjamin A Officer A-Award A Common Stock 3,166 0.00 85,534 D
2026-03-02 Clark David Lewis Director / Officer A-Award A Common Stock 9,451 0.00 18,826 D
2025-12-31 Smathers Steven E Director A-Award A Common Stock 735 0.00 174,149 D
2025-12-31 MATHIS STEVEN B Director A-Award A Common Stock 735 0.00 2,348 D
2025-12-31 Csiszar Ernest N Director A-Award A Common Stock 735 0.00 2,348 D
2025-12-05 SOWELL JAMES E 10% Owner S-Sale D Common Stock 295,037 19.00 5.61M 4,473,824 I
2025-12-05 Ritchie Robert C Director / Officer / 10% Owner S-Sale D Common Stock 59,554 19.00 1.13M 2,417,212 D
2025-12-04 Ritchie Robert C Director / Officer / 10% Owner A-Award A Common Stock 22,266 0.00 2,476,766 D
2025-12-04 Ritchie Jon P Officer A-Award A Common Stock 11,719 0.00 169,425 D
2025-12-04 Lurie Benjamin A Officer A-Award A Common Stock 3,516 0.00 82,368 D
2025-12-04 Clark David Lewis Director / Officer A-Award A Common Stock 9,375 0.00 9,375 D
2025-11-21 Smathers Steven E Director S-Sale D Common Stock 171,800 19.00 3.26M 173,414 D
2025-11-21 SOWELL JAMES E 10% Owner S-Sale D Common Stock 2,353,200 19.00 44.71M 4,768,861 I
2025-11-21 Ritchie Robert C Director / Officer / 10% Owner S-Sale D Common Stock 475,000 19.00 9.03M 2,454,500 D
2025-09-30 Smathers Steven E Director A-Award A Common Stock 727 0.00 345,214 D
2025-09-30 MATHIS STEVEN B Director A-Award A Common Stock 727 0.00 1,613 D
2025-09-30 Csiszar Ernest N Director A-Award A Common Stock 727 0.00 1,613 D
2025-09-22 Biggs Steve W 0 0.00 0
2025-09-09 Smathers Steven E Director A-Award A Common Stock 886 0.00 344,487 D
2025-09-09 MATHIS STEVEN B Director A-Award A Common Stock 886 0.00 886 D
2025-09-09 Csiszar Ernest N Director A-Award A Common Stock 886 0.00 886 D
2008-02-22 ALBERT CARL A Director P-Purchase A Common Stock 500 8.25 4.1K 108,000
2008-02-21 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 8.30 83.0K 565,000
2008-02-20 ALBERT CARL A Director P-Purchase A Common Stock 3,000 8.40 25.2K 108,000
2008-02-07 ALBERT CARL A Director P-Purchase A Common Stock 12,625 9.47 119.6K 90,000
2008-02-06 ALBERT CARL A Director P-Purchase A Common Stock 11,875 9.61 114.1K 76,875
2008-02-04 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 500,000 9.64 4.82M 550,000
2008-02-04 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 240,000 9.64 2.31M 240,000
2008-01-29 Berger Jonathan W Director P-Purchase A Common Stock 500 9.50 4.8K 45,500
2008-01-25 ALBERT CARL A Director P-Purchase A Common Stock 10,000 9.74 97.4K 65,000
2007-11-29 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 16 9.49 151.84 50,000
2007-11-27 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 2,600 9.52 24.8K 48,600
2007-11-27 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 5,400 9.50 51.3K 45,400
2007-11-26 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.48 47.4K 46,000
2007-11-26 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 9.46 28.4K 38,000
2007-11-23 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 9.54 28.6K 36,000
2007-11-23 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 9.54 28.6K 35,000
2007-11-21 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.54 47.7K 33,000
2007-11-21 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 9.54 28.6K 32,000
2007-11-20 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.48 47.4K 28,000
2007-11-20 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 7,000 9.47 66.3K 29,000
2007-11-19 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.54 47.7K 23,000
2007-11-19 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.54 47.7K 22,000
2007-11-19 Berger Jonathan W Director P-Purchase A Warrants 5,000 7.50 37.5K 10,000
2007-11-19 ALBERT CARL A Director P-Purchase A Common Stock 2,077 9.53 19.8K 55,000
2007-11-16 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.54 47.7K 18,000
2007-11-16 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 6,435 9.53 61.3K 17,000
2007-11-16 ALBERT CARL A Director P-Purchase A Common Stock 300 9.54 2.9K 52,000
2007-11-15 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 3,000 9.51 28.5K 13,000
2007-11-15 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 3,565 9.51 33.9K 10,565
2007-11-15 ALBERT CARL A Director P-Purchase A Common Stock 1,000 9.51 9.5K 49,500
2007-11-14 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.52 47.6K 10,000
2007-11-14 Leight Nathan Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.52 47.6K 7,000
2007-11-14 ALBERT CARL A Director P-Purchase A Common Stock 3,500 9.52 33.3K 48,500
2007-11-13 Weiss Jason Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 9.54 47.7K 5,000
2007-11-13 Leight Nathan Director / Officer / 10% Owner P-Purchase A Warrants 2,900 7.50 21.8K 1,502,900
2007-11-13 Berger Jonathan W Director P-Purchase A Warrants 5,000 7.50 37.5K 5,000
2007-06-19 Weiss Jason Director / Officer / 10% Owner I Common Stock 0 0.00 9,913,500
2007-06-19 Leight Nathan Director / Officer / 10% Owner D Warrants 1,500,000 7.50 11.25M 0
2007-06-19 Berger Jonathan W Director D Common Stock 0 0.00 45,000
2007-06-19 ALBERT CARL A Director D Common Stock 0 0.00 45,000

Executive team

Top executives
EBIT / Employee
367.6K
Shares Outstanding
19.58M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jon Ritchie President 700.0K 4.40M 1.01M 12.0K 6.12M 71.94%
2 2025 Robert Ritchie Chief Executive Officer 866.7K 459.1K 2.50M 3.82M 12.01%
3 2025 Ben Lurie Chief Financial Officer 425.0K 2.15M 801.0K 176.6K 3.56M 60.55%
4 2025 David Clark Chairman 587.5K 193.3K 1.01M 1.79M 10.82%
5 2024 Robert Ritchie Chief Executive Officer 750.0K 1.13M 1.88M 0.00%
6 2024 Jon Ritchie President 600.0K 767.5K 12.0K 1.38M 0.00%
7 2024 David Clark Chairman 402.6K 843.8K 1.25M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 8-K
2026-05-11 4
2026-05-11 4
2026-05-11 4
2026-04-22 SC 13G
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS
2026-04-08 4
2026-04-08 3

Executive team

NameTitleCompensationGender
Robert Craig Ritchie Founder, Chief Executive Officer & Director 3M male
Jon Phillip Ritchie President 2M male
Brent Radeloff Executive Vice President of Product, Pricing & Underwriting male
Brian Foley Chief Financial Officer, Secretary & Treasurer male
Dick Dowd Executive Vice President of Sales & Marketing male
Jerry Higgins Senior Vice President of IT male
Patrick Madigan Senior Vice President of Underwriting & Client Services male
Steve W. Biggs Chief Accounting Officer male
Toni Logan Senior Vice President of Marketing female
Angie Quinn Executive Vice President & Chief Human Resources Officer female
Wei Xie Senior Vice President of Pricing & Product male
Benjamin Aaron Lurie Chief Financial Officer, Secretary & Treasurer male
ESG Rating
B-
INSURANCE - PROPERTY & CASUALTY
Rank: 20 out of 67
2026
E (Environmental)
30.0 / 49.4
Company / Sector avg.
S (Social)
68.1 / 57.3
Company / Sector avg.
G (Governance)
55.0 / 59.8
Company / Sector avg.
ESG Total
51.0 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits