SCHEDULE: Boston Partners Discloses 6.07% Stake in American Integrity

Investment adviser Boston Partners has reported a 6.07% beneficial ownership stake in American Integrity Insurance Group, Inc. common stock as of December 31, 2025.

Summary

• Boston Partners, an investment adviser, beneficially owns 1,189,292 shares of Common Stock in American Integrity Insurance Group, Inc.
• This ownership represents 6.07% of the issuer's outstanding Common Stock.
• Boston Partners holds sole voting power and sole dispositive power over all 1,189,292 shares.
• The shares are held for the discretionary accounts of certain clients.
• The acquisition and holding of these securities are in the ordinary course of business and are not intended to change or influence the control of the issuer.

Sentiment

Score: 6

Explanation: The disclosure of a significant institutional stake by a reputable investment adviser is generally a neutral to slightly positive signal, indicating professional interest in the company without implying any immediate operational changes or financial distress.

Positives

• A significant institutional investor, Boston Partners, holds a substantial stake, potentially indicating confidence in the company's long-term prospects.
• The holding is for discretionary client accounts, suggesting a professional investment decision.

Risks

• No specific risks related to the issuer's operations or financial health are disclosed in this filing.

Future Outlook

This filing does not provide any forward-looking statements or guidance regarding the issuer's future performance or outlook.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

This filing indicates that a prominent investment adviser, Boston Partners, maintains a significant passive investment in American Integrity Insurance Group. Such institutional holdings are common in the insurance sector, reflecting investment firms' strategies to gain exposure to specific industry segments or companies deemed undervalued or poised for growth.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor holding a passive stake can provide a degree of confidence, suggesting professional validation of the company's value.
• Management: Awareness of a large institutional holder may influence management's focus on long-term value creation, though Boston Partners explicitly states no intent to influence control.

Next Steps

• Boston Partners will file future amendments to this Schedule 13G if their beneficial ownership percentage changes significantly (e.g., by more than 1%).

Key Dates

Recommendation

This filing is a disclosure of beneficial ownership by an investment adviser, not a performance report or a strategic announcement from the issuer. While the presence of a significant institutional investor like Boston Partners can be seen as a positive signal of confidence, the filing itself provides no fundamental data to warrant a 'buy' or 'sell' recommendation. It simply confirms a substantial passive stake. Therefore, a 'hold' recommendation is appropriate, pending further analysis of the company's financial performance and strategic direction.

Keywords

American Integrity Insurance Group, Boston Partners, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Insurance, Investment Adviser, Equity Stake