Ategrity Specialty Holdings (ASIC) — 13F Holders Deep Dive (Q2 2026)

ASIC ranks #4874 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

ASIC is a top-conviction position for Cannell Capital LLC — at 7.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ASIC belongs to Nuveen, LLC, but the position matters far more to Cannell Capital LLC, who has 7.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its ASIC position for two straight quarters, increasing it by $5.4M to reach $14.8M today.

Israel Englander has trimmed its ASIC position for two straight quarters, cutting it by $3.7M while still holding $684.4K.

ASIC posted net income of $106.8M over the trailing twelve months, and currently trades at a P/E of 11.6.

• Profitable — net income of $106.8M over the trailing twelve months
• Revenue grew 36.6% year over year
• Net income improved year over year, from $60.5M to $106.8M
• Generated $147.2M in positive operating cash flow
• Liabilities run 1.40x equity — within a conventional range