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Ategrity Specialty Holdings LLC (ASIC)
USD22.36
-2.10 (-8.57%)
US NYSE Financial Services Insurance - Property & Casualty
Address
9 West 57th Street 10019
New York, NY, US
New York, NY, US
CEO
Justin G. Cohen
Website
ategrity.com
IPO
2025-06-11
CIK 2040491 ISIN US04681Y1038
Description
Ategrity Specialty Holdings LLC, along with its subsidiaries, offers insurance and reinsurance services specifically designed for small and medium-sized businesses across the United States. Its product line primarily focuses on property and casualty insurance. The company was founded in 2017 and maintains its headquarters in New York, New York. Ategrity Specialty Holdings LLC operates as a subsidiary of Zimmer Financial Services Group LLC.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD22.36
-2.10 (-8.57%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
71.1K
Beta
-0.71
Float Shares
7.59M
Free Float %
15.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.63% | -1.12% | -5.98% | +11.33% | +5.80% | -7.90% | -21.60% | -21.60% | -21.60% | -21.60% | -21.60% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Buy
Price Targets & DCF
Current price
22.36
Low
25.00
+11.8%
Consensus
25.50
+14.1%
Median
25.50
+14.1%
High
26.00
+16.3%
DCF (Unlevered)
137.61
+515.5%
DCF (Levered)
128.61
+475.3%
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)
80% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
26.00
+16.3%
|
| Last Year | 4 |
24.75
+10.7%
|
| All Time | 5 |
275.00
+1,130.1%
|
Quality scores
Altman Z-Score
1.75
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✓ MOAT relativo
★ Strong MOAT
-
Revenue growth Insurance - Property & Casualty: +14.1%+23.4% ★ Q1'26: +55.2% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+66.7% ★ Q1'26: +200.0% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+40.8% ★ Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+22.9% ★ Q1'26: +26.5% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%+22.7% ★ Q1'26: +1,032.4% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%-4.6% ★ Q1'26: +2.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×0.00× ★ Q1'26: 0.01× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
343.83M
est: 378.30M (-9.1%)
|
424.34M
est: 415.30M (+2.2%)
|
541.74M
534.72M – 547.58M
+30.4% YoY
|
704.02M
694.91M – 711.61M
+30.0% YoY
|
855.50M
844.42M – 864.72M
+21.5% YoY
|
| EBITDA |
69.01M
est: 199.59M (-65.4%)
|
97.27M
est: 219.11M (-55.6%)
|
285.82M
282.12M – 288.90M
+30.4% YoY
|
371.44M
366.63M – 375.44M
+30.0% YoY
|
451.35M
445.51M – 456.22M
+21.5% YoY
|
| EBIT |
68.31M
est: 200.04M (-65.9%)
|
97.27M
est: 219.60M (-55.7%)
|
286.46M
282.75M – 289.55M
+30.4% YoY
|
372.27M
367.45M – 376.28M
+30.0% YoY
|
452.37M
446.51M – 457.24M
+21.5% YoY
|
| Net Income |
47.09M
est: 7.00M (+573.1%)
|
74.00M
est: 66.61M (+11.1%)
|
89.38M
88.76M – 91.54M
+34.2% YoY
|
115.41M
113.63M – 117.19M
+29.1% YoY
|
143.51M
141.10M – 145.52M
+24.4% YoY
|
| SGA |
—
|
—
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
1.00
est: 0.15 (+559.9%)
|
1.66
est: 1.44 (+15.1%)
|
1.95
1.92 – 1.98
+35.3% YoY
|
2.50
2.46 – 2.53
+28.0% YoY
|
3.10
3.05 – 3.15
+24.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-30 | Wells Fargo | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
10
Total invested
901.5K
Insider transactions (90d)
0
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
10
-67 vs prev Q
New positions
3
Closed positions
70
Increased
6
Reduced
3
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 | NUVEEN, LLC | 705.0K +61.7K (+9.6%) | 14.81M +2.1M (+16.5%) | 1.62% +0.059 pp | 0.00% +0.001 pp | USD21.32 -1.5% | 3 qtrs — |
| 2 | BAMCO INC /NY/ | 669.8K -9.6K (-1.4%) | 14.07M +640.5K (+4.8%) | 1.54% -0.110 pp | 0.04% +0.003 pp | USD21.42 -1.9% | 3 qtrs — |
| 3 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 567.7K -31.4K (-5.2%) | 11.93M +84.0K (+0.7%) | 1.27% -0.183 pp | 0.01% +0.000 pp | USD21.52 -2.4% | 3 qtrs — |
| 4 | VANGUARD GROUP INC | 457.2K +21.7K (+5.0%) | 9.61M +995.4K (+11.6%) | 1.05% -0.007 pp | 0.00% +0.000 pp | USD20.21 +4.0% | 3 qtrs — |
| 5 | BLACKROCK, INC. | 448.1K +98.6K (+28.2%) | 9.41M +2.5M (+36.3%) | 1.03% +0.182 pp | 0.00% +0.000 pp | USD20.04 +4.8% | 2 qtrs — |
| 6 | CANNELL CAPITAL LLC | 321.2K +178.9K (+125.7%) | 6.75M +3.9M (+139.8%) | 0.74% +0.393 pp | 3.27% +2.843 pp | USD20.52 +2.4% | 3 qtrs — |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | 287.6K +105.3K (+57.7%) | 6.04M +2.4M (+67.6%) | 0.66% +0.218 pp | 0.00% +0.000 pp | USD21.33 -1.5% | 3 qtrs — |
| 8 | MILLENNIUM MANAGEMENT LLC | 207.2K +157.0K (+312.6%) | 4.35M +3.4M (+338.4%) | 0.48% +0.354 pp | 0.00% +0.001 pp | USD21.13 -0.6% | 3 qtrs — |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | 170.7K +127.8K (+298.1%) | 3.59M +2.7M (+323.1%) | 0.39% +0.288 pp | 0.00% +0.004 pp | USD21.14 -0.6% | 3 qtrs — |
| 10 | EMERALD ADVISERS, LLC | 167.0K -202.3K (-54.8%) | 3.51M -3.8M (-51.9%) | 0.38% -0.513 pp | 0.11% -0.126 pp | USD21.52 -2.4% | 3 qtrs — |
| 11 | STATE OF WISCONSIN INVESTMENT BOARD | 157.6K +32.6K (+26.1%) | 3.31M +839.9K (+34.0%) | 0.36% +0.059 pp | 0.01% +0.002 pp | USD21.41 -1.9% | 3 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 153.3K +4.9K (+3.3%) | 3.22M +286.3K (+9.8%) | 0.35% -0.008 pp | 0.00% +0.000 pp | USD19.81 +6.1% | 2 qtrs — |
| 13 | NEXT CENTURY GROWTH INVESTORS LLC | 143.7K -84.8K (-37.1%) | 3.02M -1.5M (-33.2%) | 0.33% -0.225 pp | 0.21% -0.120 pp | USD21.52 -2.4% | 3 qtrs — |
| 14 | TWO SIGMA INVESTMENTS, LP | 121.6K +27.5K (+29.2%) | 2.56M +694.5K (+37.3%) | 0.28% +0.051 pp | 0.00% +0.001 pp | USD20.05 +4.8% | 2 qtrs — |
| 15 | FREESTONE GROVE PARTNERS LP | 113.9K -5.3K (-4.4%) | 2.39M +36.7K (+1.6%) | 0.26% -0.028 pp | 0.02% 0.000 pp | USD21.52 -2.4% | 3 qtrs — |
| 16 | GHISALLO CAPITAL MANAGEMENT LLC | 100.0K +— (+0.0%) | 2.10M +124.0K (+6.3%) | 0.23% -0.013 pp | 0.09% +0.029 pp | USD21.52 -2.4% | 3 qtrs — |
| 17 | MARSHALL WACE, LLP | 99.9K -6.7K (-6.3%) | 2.10M -8.6K (-0.4%) | 0.23% -0.029 pp | 0.00% 0.000 pp | USD20.44 +2.8% | 3 qtrs — |
| 18 | WALLEYE CAPITAL LLC | 94.2K +70.1K (+290.0%) | 1.98M +1.5M (+314.5%) | 0.22% +0.158 pp | 0.01% +0.004 pp | USD20.97 +0.2% | 3 qtrs — |
| 19 | STATE STREET CORP | 92.9K +48.7K (+110.2%) | 1.95M +1.1M (+123.3%) | 0.21% +0.106 pp | 0.00% +0.000 pp | USD20.42 +2.9% | 2 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 88.6K +51.5K (+138.6%) | 1.86M +1.1M (+153.5%) | 0.20% +0.114 pp | 0.00% +0.000 pp | USD20.81 +1.0% | 3 qtrs — |
| 21 | ALYESKA INVESTMENT GROUP, L.P. | 71.9K +11.9K (+19.8%) | 1.51M +324.5K (+27.4%) | 0.17% +0.020 pp | 0.00% +0.001 pp | USD21.44 -2.0% | 3 qtrs — |
| 22 | MORGAN STANLEY | 71.8K +26.6K (+58.9%) | 1.51M +615.2K (+68.9%) | 0.17% +0.055 pp | 0.00% +0.000 pp | USD20.23 +3.9% | 2 qtrs — |
| 23 | INTERVAL PARTNERS, LP | 57.8K -44.3K (-43.4%) | 1.21M -804.3K (-39.9%) | 0.13% -0.115 pp | 0.02% -0.011 pp | USD21.17 -0.8% | 3 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 56.3K +20.4K (+57.0%) | 1.18M +473.6K (+66.8%) | 0.13% +0.042 pp | 0.00% +0.000 pp | USD21.33 -1.5% | 3 qtrs — |
| 25 | EMERALD MUTUAL FUND ADVISERS TRUST | 53.7K -120.4K (-69.2%) | 1.13M -2.3M (-67.2%) | 0.12% -0.299 pp | 0.05% -0.123 pp | USD21.52 -2.4% | 3 qtrs — |
| 26 | KORNITZER CAPITAL MANAGEMENT INC /KS | 50.2K +213.0 (+0.4%) | 1.05M +66.5K (+6.7%) | 0.12% -0.006 pp | 0.02% +0.002 pp | USD21.52 -2.4% | 3 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 47.5K -31.0 (-0.1%) | 997.8K +58.3K (+6.2%) | 0.11% -0.006 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 28 | NORTHERN TRUST CORP | 47.2K -1.6K (-3.3%) | 991.1K +27.0K (+2.8%) | 0.11% -0.010 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 29 | JPMORGAN CHASE & CO | 41.4K +38.8K (+1,512.6%) | 869.1K +818.3K (+1,613.8%) | 0.10% +0.089 pp | 0.00% +0.000 pp | USD20.93 +0.4% | 2 qtrs — |
| 30 | NORGES BANK | 40.0K +40.0K (+100.0%) | 840.4K +840.4K (+100.0%) | 0.09% +0.092 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 31 | JANE STREET GROUP, LLC | 38.0K +38.0K (+100.0%) | 798.1K +798.1K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 3 qtrs — |
| 32 | UBS GROUP AG | 32.9K +5.0K (+17.9%) | 690.2K +139.4K (+25.3%) | 0.08% +0.008 pp | 0.00% +0.000 pp | USD20.09 +4.6% | 3 qtrs — |
| 33 | WELLS FARGO & COMPANY/MN | 27.0K +3.4K (+14.2%) | 567.9K +100.0K (+21.4%) | 0.06% +0.005 pp | 0.00% +0.000 pp | USD19.92 +5.5% | 2 qtrs — |
| 34 | RAYMOND JAMES FINANCIAL INC | 25.3K +12.5K (+98.1%) | 530.8K +278.6K (+110.5%) | 0.06% +0.027 pp | 0.00% +0.000 pp | USD20.38 +3.1% | 2 qtrs — |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 24.7K -448.0 (-1.8%) | 518.9K +21.8K (+4.4%) | 0.06% -0.004 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 36 | TWO SIGMA ADVISERS, LP | 22.9K +22.9K (+100.0%) | 481.1K +481.1K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.001 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 37 | — | 20.0K +20.0K (+100.0%) | 420.2K +420.2K (+100.0%) | 0.05% +0.046 pp | 0.30% +0.297 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 38 | BARCLAYS PLC | 19.5K +10.6K (+120.0%) | 410.2K +234.7K (+133.8%) | 0.04% +0.023 pp | 0.00% +0.000 pp | USD21.24 -1.1% | 3 qtrs — |
| 39 | CITADEL ADVISORS LLC | 15.9K +15.9K (+100.0%) | 334.7K +334.7K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 3 qtrs — |
| 40 | TREXQUANT INVESTMENT LP | 15.2K +15.2K (+100.0%) | 319.6K +319.6K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.003 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 41 | BANK OF NEW YORK MELLON CORP | 14.0K +14.0K (+100.0%) | 293.5K +293.5K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 42 | BOOTHBAY FUND MANAGEMENT, LLC | 11.3K -3.8K (-25.0%) | 237.5K -60.3K (-20.3%) | 0.03% -0.011 pp | 0.00% -0.001 pp | USD19.77 +6.3% | 2 qtrs — |
| 43 | SANDIA INVESTMENT MANAGEMENT LP | 10.3K -5.0K (-32.7%) | 216.4K -86.1K (-28.5%) | 0.02% -0.014 pp | 0.54% -0.362 pp | USD20.38 +3.1% | 3 qtrs — |
| 44 | SCHONFELD STRATEGIC ADVISORS LLC | 9.7K -53.3K (-84.6%) | 204.3K -1.0M (-83.6%) | 0.02% -0.131 pp | 0.00% -0.006 pp | USD21.33 -1.5% | 3 qtrs — |
| 45 | AQUATIC CAPITAL MANAGEMENT LLC | 5.1K +5.1K (+100.0%) | 108.1K +108.1K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.003 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 46 | RHUMBLINE ADVISERS | 4.6K -600.0 (-11.4%) | 97.6K -6.1K (-5.9%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 47 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 3.7K +3.7K (+100.0%) | 76.0K +76.0K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.001 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 48 | BNP PARIBAS ARBITRAGE, SNC | 3.6K +1.6K (+83.0%) | 75.3K +36.6K (+94.4%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD20.33 +3.3% | 2 qtrs — |
| 49 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.5K +2.5K (+262.5%) | 72.7K +53.8K (+285.2%) | 0.01% +0.006 pp | 0.00% +0.001 pp | USD20.72 +1.4% | 3 qtrs — |
| 50 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.0K +88.0 (+3.0%) | 63.1K +5.5K (+9.5%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD19.81 +6.1% | 2 qtrs — |
| 51 | STATE OF WYOMING | 2.5K +2.3K (+1,663.6%) | 51.9K +49.1K (+1,774.1%) | 0.01% +0.005 pp | 0.01% +0.005 pp | USD20.94 +0.3% | 2 qtrs — |
| 52 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.9K +1.9K (+100.0%) | 40.8K +40.8K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 53 | STRS OHIO | 1.7K +600.0 (+54.5%) | 35.7K +14.0K (+64.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD20.21 +4.0% | 2 qtrs — |
| 54 | NEW YORK STATE COMMON RETIREMENT FUND | 1.3K +1.3K (+100.0%) | 27.3K +27.3K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 55 | LEGAL & GENERAL GROUP PLC | 585.00 +— (+0.0%) | 12.3K +698.0 (+6.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.52 -2.4% | 3 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 538.00 -65.4K (-99.2%) | 11.3K -1.3M (-99.1%) | 0.00% -0.159 pp | 0.00% -0.002 pp | USD19.80 +6.1% | 3 qtrs — |
| 57 | AMERITAS INVESTMENT PARTNERS, INC. | 525.00 +— (+0.0%) | 11.0K +651.0 (+6.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 58 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 394.00 +394.0 (+100.0%) | 8.3K +8.3K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 59 | QUARRY LP | 386.00 +377.0 (+4,188.9%) | 8.1K +7.9K (+4,456.2%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD20.98 +0.1% | 2 qtrs — |
| 60 | CWM, LLC | 346.00 -2.2K (-86.4%) | 7.0K -43.0K (-86.0%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 61 | STERLING CAPITAL MANAGEMENT LLC | 285.00 +9.0 (+3.3%) | 6.0K +531.0 (+9.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.81 +6.1% | 2 qtrs — |
| 62 | FMR LLC | 264.00 +244.0 (+1,220.0%) | 5.5K +5.2K (+1,304.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD20.91 +0.5% | 2 qtrs — |
| 63 | AMALGAMATED BANK | 201.00 -2.0 (-1.0%) | 4.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 64 | MCF ADVISORS LLC | 185.00 -107.0 (-36.6%) | 3.9K -1.9K (-32.7%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD21.51 -2.3% | 3 qtrs — |
| 65 | CITIGROUP INC | 145.00 -1.0 (-0.7%) | 3.0K +159.0 (+5.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 66 | ROYAL BANK OF CANADA | 155.00 -749.0 (-82.9%) | 3.0K -15.0K (-83.3%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD19.77 +6.3% | 2 qtrs — |
| 67 | PRIVATE WEALTH MANAGEMENT GROUP, LLC | 97.00 +97.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 68 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 35.00 +35.0 (+100.0%) | 735.00 +735.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 69 | PINNACLE WEALTH PLANNING SERVICES, INC. | 15.00 +15.0 (+100.0%) | 315.00 +315.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 70 | MASSMUTUAL TRUST CO FSB/ADV | 14.00 +14.0 (+100.0%) | 294.00 +294.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 71 | EVERSOURCE WEALTH ADVISORS, LLC | 10.00 +10.0 (+100.0%) | 210.00 +210.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 72 | IFP ADVISORS, INC | 9.00 +9.0 (+100.0%) | 189.00 +189.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 73 | ROTHSCHILD INVESTMENT LLC | 8.00 +8.0 (+100.0%) | 168.00 +168.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 74 | GAMMA INVESTING LLC | 8.00 +8.0 (+100.0%) | 168.00 +168.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 75 | MAI CAPITAL MANAGEMENT | 5.00 +5.0 (+100.0%) | 106.00 +106.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 76 | TRUE WEALTH DESIGN, LLC | 3.00 +3.0 (+100.0%) | 64.00 +64.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 77 | SG AMERICAS SECURITIES, LLC | — -5.9K (-100.0%) | — -118.0K (-100.0%) | 0.00% -0.014 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 78 | ADVISOR GROUP HOLDINGS, INC. | — -82.0 (-100.0%) | — -1.6K (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 79 | POINT72 ASSET MANAGEMENT, L.P. | — -9.0K (-100.0%) | — -177.6K (-100.0%) | 0.00% -0.022 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 80 | DRIEHAUS CAPITAL MANAGEMENT LLC | — -381.8K (-100.0%) | — -7.5M (-100.0%) | 0.00% -0.927 pp | 0.00% -0.054 pp | USD— | 3 qtrs SOLD |
| 81 | DEUTSCHE BANK AG\ | — -7.9K (-100.0%) | — -156.5K (-100.0%) | 0.00% -0.019 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 82 | ADAGE CAPITAL PARTNERS GP, L.L.C. | — -150.0K (-100.0%) | — -3.0M (-100.0%) | 0.00% -0.364 pp | 0.00% -0.005 pp | USD— | 3 qtrs SOLD |
| 83 | CALAMOS ADVISORS LLC | — -27.9K (-100.0%) | — -552.6K (-100.0%) | 0.00% -0.068 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 84 | BURKEHILL GLOBAL MANAGEMENT, LP | — -20.0K (-100.0%) | — -395.4K (-100.0%) | 0.00% -0.049 pp | 0.00% -0.023 pp | USD— | 3 qtrs SOLD |
| 85 | QUANTBOT TECHNOLOGIES LP | — -2.8K (-100.0%) | — -55.7K (-100.0%) | 0.00% -0.007 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 86 | AMERICAN CENTURY COMPANIES INC | — -437.4K (-100.0%) | — -8.6M (-100.0%) | 0.00% -1.062 pp | 0.00% -0.004 pp | USD— | 3 qtrs SOLD |
| 87 | PNC FINANCIAL SERVICES GROUP, INC. | — -12.0 (-100.0%) | — -237.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 88 | JAIN GLOBAL LLC | — -68.0K (-100.0%) | — -1.3M (-100.0%) | 0.00% -0.165 pp | 0.00% -0.006 pp | USD— | 3 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 46 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.02% | 11.6K | 0.35% |
| 2 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.19M | 0.24% |
| 3 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 33.0K | 0.39% |
| 4 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 314.2K | 0.25% |
| 5 | iShares Morningstar Small-Cap Growth ETF ISCG | 0.01% | 80.3K | 0.06% |
| 6 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 4.2K | 0.39% |
| 7 | iShares Russell 2000 ETF IWM | 0.01% | 6.08M | 0.19% |
| 8 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 39.7K | 0.36% |
| 9 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 207.4K | 0.30% |
| 10 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 22.8K | 0.25% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
5.2K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+5,200
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-27 | Cohen Justin G | Director / Officer | P-Purchase | A | Common Stock | 5,200 | 19.41 | 100.9K | 5,200 | D | ↗ |
| 2025-09-30 | Zimmer Stuart J. | Director / 10% Owner | P-Purchase | A | Common Stock | 5,000 | 19.47 | 97.3K | 38,538,541 | I | ↗ |
| 2025-09-29 | Zimmer Stuart J. | Director / 10% Owner | P-Purchase | A | Common Stock | 6,130 | 19.37 | 118.8K | 38,533,541 | I | ↗ |
| 2025-09-26 | Zimmer Stuart J. | Director / 10% Owner | P-Purchase | A | Common Stock | 5,741 | 19.44 | 111.6K | 38,527,411 | I | ↗ |
| 2025-09-25 | Zimmer Stuart J. | Director / 10% Owner | P-Purchase | A | Common Stock | 4,179 | 19.45 | 81.3K | 38,521,670 | I | ↗ |
| 2025-08-13 | Zimmer Stuart J. | Director / 10% Owner | P-Purchase | A | Common Stock | 5,051 | 19.49 | 98.4K | 38,517,491 | I | ↗ |
| 2025-06-12 | Patel Neelam | Officer | P-Purchase | A | Common Stock | 20,000 | 17.00 | 340.0K | 20,000 | D | ↗ |
Executive team
Top executives
EBIT / Employee
555.8K
Shares Outstanding
48.07M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Chris Schenk President and Chief Underwriting Officer | 542.7K | 1.00M | — | — | — | 17.5K | 1.56M | 0.00% | ↗ |
| 2 | 2025 | Neelam Patel Chief Financial Officer | 410.8K | 550.0K | — | — | — | 46.8K | 1.01M | 0.00% | ↗ |
| 3 | 2025 | Justin Cohen Chief Executive Officer | 69.5K | 300.0K | — | — | — | — | 369.5K | 0.00% | ↗ |
| 4 | 2024 | Justin Cohen Chief Executive Officer | 64.9K | — | — | 3.40M | — | — | 3.47M | 98.13% | ↗ |
| 5 | 2024 | Chris Schenk President and Chief Underwriting Officer | 470.0K | 282.0K | — | 266.3K | — | 17.3K | 1.04M | 25.71% | ↗ |
| 6 | 2024 | Neelam Patel Chief Financial Officer | 107.7K | 575.0K | — | 200.0K | — | — | 882.7K | 22.66% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Chris Schenk | President & Chief Underwriting Officer | 769.3K | male |
| Neelam Patel | Chief Financial Officer | 691.9K | female |
| Justin G. Cohen | Chief Executive Officer & Director | 64.9K | male |
ESG Rating
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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Community Opinion for ASIC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
