Smart Money Radar / Tickers / AII

AII Insurance

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
22
of 99 total, index funds excluded
This quarter
+6
6 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 25 Mar 26

Top holders

by reported value · $214M held
FundValueNote
Boston Partners $28M
WASATCH ADVISORS LP $23M
Mink Brook Asset Management… $16M
BlackRock, Inc. $14M
Freestone Grove Partners LP $11M
MANUFACTURERS LIFE INSURANC… $9M
VANGUARD CAPITAL MANAGEMENT… $9M
Pacific Ridge Capital Partn… $8M
Russell Investments Group, … $7M
TWO SIGMA INVESTMENTS, LP $7M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.