Ategrity Specialty Insurance Company Holdings ASIC R2K
Ategrity Specialty Insurance Company Holdings, through its subsidiaries, provides excess and surplus lines insurance and reinsurance products to small and medium-sized businesses in the United States. The company offers property and casualty insurance solutions, including general liability, commercial property, management liability, miscellaneous PL, allied healthcare, and architects and engineers insurance products to the retail, real estate, hospitality, and construction sectors. It markets and distributes its products through brokerage and small business channels. The company was formerly known as Ategrity Specialty Holdings LLC and changed its name to Ategrity Specialty Insurance Company Holdings in June 2025. Ategrity Specialty Insurance Company Holdings was incorporated in 2017 and is based in New York, New York. Ategrity Specialty Insurance Company Holdings operates as a subsidiary of Zimmer Financial Services Group LLC.
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Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Compounding revenue at 32.6% over 5 years.
- Profit CAGR of 171.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ASIC Ategrity Specialty Insurance Company Holdings R2K | 19.51 | 10.16 | $937.12M | - | - | 17.89% | 32.61% | 171.38% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
Quarterly Results
Figures in USD.
| Metric | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | 74.37M | - | 83.12M | 101.78M | 117.00M | 122.32M | 128.96M |
| Cost of Revenue | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - |
| Operating Income | - | - | 11.14M | 22.78M | 30.13M | 33.23M | 34.23M |
| EBITDA | - | - | - | - | - | - | - |
| Interest Expense | - | - | 447.00K | 447.00K | 392.00K | 72.00K | 4.00K |
| Pretax Income | - | - | 10.69M | 22.33M | 29.73M | 33.16M | 34.23M |
| Tax Provision | - | - | 2.24M | 4.71M | 6.12M | 6.71M | 7.05M |
| Net Income | 4.94M | - | 8.46M | 17.62M | 22.66M | 25.25M | 25.47M |
| Diluted EPS | 0.14 | 0.27 | 0.17 | 0.39 | - | 0.51 | 0.51 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 241.32M | 343.83M | 424.34M |
| Cost of Revenue | - | - | - |
| Gross Profit | - | - | - |
| Operating Expenses | - | - | - |
| Operating Income | 14.86M | 68.31M | 97.27M |
| EBITDA | - | - | - |
| Interest Expense | 2.24M | 2.04M | 1.36M |
| Pretax Income | 12.62M | 66.26M | 95.91M |
| Tax Provision | 2.52M | 12.32M | 19.79M |
| Net Income | 10.05M | 47.09M | 74.00M |
| Diluted EPS | 0.21 | 0.99 | 1.58 |
Compounded Sales Growth
| 5 Years: | 32.61% |
| 1 Year: | 55.20% |
Compounded Profit Growth
| 5 Years: | 171.38% |
| 1 Year: | 155.00% |
Stock Price Performance
| 1 Year: | -20.95% |
| 6 Months: | +5.35% |
| 3 Months: | -11.80% |
| 1 Month: | -4.88% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Total Assets | 882.04M | 1.12B | 1.47B |
| Current Assets | - | - | - |
| Cash & Equivalents | 264.65M | 26.57M | 29.72M |
| Inventory | - | - | - |
| Receivables | 49.10M | 187.12M | 225.63M |
| Total Liabilities | 559.85M | 724.63M | 859.45M |
| Current Liabilities | - | - | - |
| Long Term Debt | - | - | - |
| Total Debt | - | - | - |
| Total Equity | 321.70M | 398.31M | 614.31M |
| Shares Outstanding | 47.07M | 47.07M | 48.07M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 85.71M | 125.61M | 147.19M |
| Investing Cash Flow | 14.51M | -363.27M | -274.15M |
| Financing Cash Flow | 32.27M | -414.00K | 130.11M |
| Capital Expenditure | - | - | - |
| Free Cash Flow | 85.71M | 125.61M | 147.19M |
| Net Change in Cash | 132.49M | -238.07M | 3.15M |
| Share Buybacks | - | 0 | 2.74M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | 6.2% | 19.9% | 22.9% |
| Net Margin % | 4.2% | 13.7% | 17.4% |
| ROE % | 3.1% | 11.8% | 12.0% |
| ROCE % | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Nuveen, LLC | 1.48% | 712.07K | $13.89M |
| 2 | T. Rowe Price Investment Management, Inc. | 1.19% | 569.73K | $11.12M |
| 3 | Blackrock Inc. | 1.18% | 566.98K | $11.06M |
| 4 | Cannell Capital LLC | 1.01% | 486.50K | $9.49M |
| 5 | Vanguard Capital Management LLC | 0.75% | 358.29K | $6.99M |
| 6 | Price (T.Rowe) Associates Inc | 0.57% | 274.65K | $5.36M |
| 7 | Marshall Wace LLP | 0.42% | 200.61K | $3.91M |
| 8 | Geode Capital Management, LLC | 0.39% | 188.25K | $3.67M |
| 9 | Two Sigma Investments, LP | 0.33% | 158.09K | $3.08M |
| 10 | State Of Wisconsin Investment Board | 0.30% | 143.29K | $2.80M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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