Welcome to our dedicated page for Ategrity Specialty Holdings SEC filings (Ticker: ASIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ategrity Specialty Insurance Company Holdings filings document the public-company disclosures of a specialty excess and surplus insurance holding company with common stock listed on the New York Stock Exchange under ASIC. Form 8-K reports furnish quarterly earnings releases, Regulation FD investor presentation materials, and capital actions such as share repurchase authorization.
Proxy filings describe annual meeting matters, including director elections and independent auditor ratification. The company’s SEC cover-page disclosures also identify its common stock class, exchange listing, Nevada incorporation, and emerging growth company status.
Ategrity Specialty Insurance Co Holdings director Robert C. Merton reported an exercise of 980 restricted stock units into Common Stock. The transaction on June 11, 2026 increased his direct Common Stock holdings to 48,038 shares. Following the transaction, he also holds 1,961 restricted stock units.
According to the footnotes, Merton was originally granted 2,941 restricted stock units on June 11, 2025, vesting in three equal annual installments. The remaining restricted stock units are scheduled to vest in equal installments on June 11, 2027 and June 11, 2028.
Ategrity Specialty Insurance Co Holdings director Mercer William S exercised restricted stock units into common shares in a routine compensation-related move. On June 11, 2026, he acquired 980 shares of Common Stock through the exercise or conversion of derivative securities, bringing his direct holdings to 8,280 common shares after the transaction.
The transaction reflects vesting of previously granted Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of common stock. A prior grant of 2,941 RSUs on June 11, 2025 vests in three equal annual installments, with the remaining RSUs scheduled to vest in equal installments on June 11, 2027 and June 11, 2028. Following this event, 1,961 RSUs remain outstanding for potential future conversion into common shares, indicating that additional share deliveries may occur as the award continues to vest over time.
Ategrity Specialty Insurance Company Holdings held its Annual Meeting of Stockholders on June 9, 2026. Stockholders elected seven directors to serve until the 2027 annual meeting and ratified EY as the independent registered public accounting firm for the fiscal year ending December 31, 2026.
A total of 44,042,948 shares of common stock were present in person or by proxy, representing 91.62% of the voting power as of the April 16, 2026 record date. Each director nominee received more than 41 million votes in favor, and the EY ratification received 43,543,181 votes for, with limited opposition.
Ategrity Specialty Insurance Co Holdings reported that officer Chris Schenk acquired a stock option award linked to 21,981 shares of common stock. The option has an exercise price of $10.66 per share and expires on January 1, 2032, with all 21,981 option shares held directly after this transaction.
According to the accompanying note, this vesting relates to a larger option originally granted on January 1, 2022 for 43,963 shares, of which 50% could vest based on performance over the 2024 and 2025 fiscal years. The company states those performance criteria were met, leading to vesting of 21,981 shares under the award.
Ategrity Specialty Insurance Company Holdings reported sharply stronger results for the quarter ended March 31, 2026. Gross written premiums rose to $142.9 million from $116.1 million as the company expanded its excess and surplus lines business with small and mid-sized commercial clients.
Net earned premiums increased to $105.2 million, helping underwriting income climb to $13.3 million and the combined ratio improve to 87.4%, indicating an underwriting profit. Net income attributable to stockholders rose to $25.5 million, or $0.53 basic earnings per share, driven by higher premiums, improved underwriting margins, and $12.0 million of net investment income plus $9.5 million of net realized and unrealized investment gains.
Stockholders’ equity grew to $631.0 million, supported by strong profitability, while the loss ratio edged down to 58.8% and the expense ratio improved to 28.6%, reflecting better cost efficiency on a larger premium base.
Ategrity Specialty Insurance Co Holdings officer Chris Schenk reported an open-market purchase of the company’s Common Stock. On May 4, 2026, he bought 2,500 shares at $19.99 per share. Following this transaction, he directly holds 2,500 shares of Ategrity common stock.
Ategrity Specialty Insurance Company Holdings is asking stockholders to vote at its virtual 2026 annual meeting on June 9, 2026. Investors will elect seven directors to one-year terms and ratify Ernst & Young LLP as independent auditor for the year ending December 31, 2026.
Zimmer Financial Services Group LLC and affiliates hold more than 50% of voting power, so Ategrity qualifies as a New York Stock Exchange “controlled company” and uses related governance exemptions, including no separate compensation or nominating committee. The proxy details executive pay, equity plans, related-party arrangements with ZFSG and investment management agreements for the group’s insurance portfolios.
Ategrity Specialty Insurance Company Holdings reported strong first quarter 2026 results, highlighted by record earnings and profitable growth. Net income attributable to stockholders rose to $25.5 million, or $0.51 per diluted share, compared to $8.5 million, or $0.20 per diluted share, a year earlier. Adjusted net income was $25.6 million, or $0.51 per diluted share.
Gross written premiums increased 23.1% to $142.9 million, with casualty premiums up 27.4% and property premiums up 12.6%. The combined ratio improved to 87.4% from 90.9%, driven by a lower loss ratio of 58.8% and an expense ratio of 28.6%. Adjusted return on stockholders’ equity reached 16.4%, and book value per share rose to $13.13 at quarter-end, reflecting both underwriting and investment performance.
Ategrity Specialty Insurance Company Holdings files its Annual Report, outlining a technology‑driven excess and surplus insurance platform focused on small to medium-sized U.S. businesses. The company concentrates on commercial property and casualty risks in sectors such as Retail, Real Estate, Hospitality and Construction.
For the year ended December 31, 2025, Ategrity generated $581.5 million in gross written premiums and reported a combined ratio of 88.2%, indicating underwriting profitability. As of the same date, stockholders’ equity was $614.3 million and total cash and invested assets were about $1.1 billion, supported by A.M. Best financial strength ratings of “A-” (Excellent) with Outlook Positive.
Ategrity Specialty Insurance Company Holdings announced that its Board of Directors authorized a share repurchase program for up to $50 million of its outstanding common stock. The Chief Executive Officer and Chief Financial Officer have discretion over the timing, volume and method of any buybacks, subject to market conditions and applicable securities laws.
The program does not require the company to repurchase any specific amount of shares and can be amended, suspended or discontinued at any time. Repurchases may occur through open market purchases, privately negotiated transactions, block trades or other methods, and may be facilitated by Rule 10b5-1 trading plans structured to comply with Rule 10b-18 under the Exchange Act.