Verdad Advisers, LP
Position in AII — American Integrity Insurance Group, Inc.
CIK 1812822
BOSTON, MA
Position in AII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$792,311
+$10,353 QoQ
Shares Held
41,095
+9.5% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AII Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Verdad Advisers, LP holds $2,822,214 across 5 Insurance - Property & Casualty names. AII ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AII |
American Integrity Insurance Group, Inc.
This page
|
41,095 | $792,311 | |
| 2 | HRTG |
Heritage Insurance Holdings, Inc.
|
26,494 | $695,467 | |
| 3 | HCI |
HCI Group, Inc.
|
3,737 | $577,777 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
30,658 | $551,844 | |
| 5 | STC |
Stewart Information Services Corp
|
3,326 | $204,815 |
All Filings in AII
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $792,311 | 41,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $781,958 | 37,540 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||