CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AII — American Integrity Insurance Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,256,477
+$40,735 QoQ
Shares Held
65,170
+11.7% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,955,514,960 across 43 Insurance - Property & Casualty names. AII ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,423,641 | $876,942,591 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,042,727 | $793,473,092 | |
| 3 | CB |
Chubb Ltd
|
2,287,650 | $745,613,764 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,424,700 | $415,556,496 | |
| 5 | ALL |
Allstate Corp
|
1,841,856 | $381,890,423 | |
| 6 | ORI |
Old Republic International Corp
|
6,901,189 | $275,357,441 | |
| 7 | AFG |
American Financial Group Inc
|
2,100,409 | $268,243,233 | |
| 8 | L |
Loews Corp
|
1,604,687 | $171,284,290 |
All Filings in AII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,256,477 | 65,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,215,742 | 58,365 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,302,970 | 58,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $581,694 | 31,631 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||