Ategrity Specialty Insurance Company Holdings (NYSE: ASIC) reported third-quarter 2026 total revenue of $125.6 million and net income of $11.0 million. Net income attributable to stockholders was $14.6 million, or $0.29 per diluted share, compared with $22.7 million, or $0.45 per diluted share, a year earlier.
Gross written premiums rose 14.7% year over year to $165.0 million, while the combined ratio improved to a record low of 84.7% from 88.7%.
- Net earned premiums increased to $127.1 million from $93.7 million.
- Property gross written premiums rose 25.0% to $56.2 million; casualty premiums increased 10.0% to $108.8 million.
- Underwriting income, a non-GAAP measure, increased 83.7% to $19.5 million.
- Net investment income rose to $13.1 million from $11.0 million, while realized and unrealized investment losses totaled $17.2 million.
- Book value per share was $13.72 at quarter-end, up 7.4% from year-end.
$ASIC Insider Trading Activity
$ASIC insiders have traded $ASIC stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ASIC stock by insiders over the last 6 months:
- CHRIS SCHENK (See Remarks) purchased 2,500 shares for an estimated $49,974
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ASIC Hedge Fund Activity
We have seen 42 institutional investors add shares of $ASIC stock to their portfolio, and 36 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 350,700 shares (+157.6%) to their portfolio in Q2 2026, for an estimated $8,430,828
- JANE STREET GROUP, LLC removed 102,864 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,472,850
- PRICE T ROWE ASSOCIATES INC /MD/ added 101,025 shares (+36.8%) to their portfolio in Q2 2026, for an estimated $2,428,641
- GHISALLO CAPITAL MANAGEMENT LLC removed 100,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,404,000
- MILLENNIUM MANAGEMENT LLC removed 98,003 shares (-77.5%) from their portfolio in Q2 2026, for an estimated $2,355,992
- BALYASNY ASSET MANAGEMENT L.P. removed 94,471 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,271,082
- JPMORGAN CHASE & CO added 79,120 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,902,044
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
