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Ategrity Specialty Holdings logo

Ategrity Specialty Holdings

ASIC

Ategrity Specialty Insurance Company Holdings is a specialty property and casualty insurance holding company focused exclusively on the excess and surplus (E&S) market.

Market cap
$1.22B+24.6%
Revenue$470.2M+34.0%
Net income$91.0M+90.4%
Free cash flow$124.8M—
EPS (diluted)$1.87+47.2%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

July 29, 2026
Revenue$206.8MBeat by $82.4MEPS$0.67Beat by $0.14

Next report

Oct 28, 2026 (in 3 months)
Revenue estimate$134.8M
EPS estimate$0.49

Financials

Q1 2026

Income statement

See full
Revenue$129.0M+55.2%
Net income$25.5M+201%
EPS (diluted)$0.51+155%

Balance sheet

See full
Cash & equivalents$47.5M+22.0%
Total debt$2.0M—
Total equity$631.0M+47.7%
Total assets$1.5B—

Cash flow

See full
Operating cash flow$42.0M+101%
CapEx$899.0K+3,496%
Free cash flow$41.1M+96.5%

Valuation & ratios

Valuation

See full
Market cap$1.22B+24.6%
Enterprise value$1.17B+27.6%
P/E13.4×-2.2×
P/S2.6×+0.1×

Profitability

See full
Net margin19.4%+5.7pp

Returns & leverage

See full
Return on equity17.2%+4.6pp
Debt / equity0×—

Segments

By segment

See full
Reportable Segment$129.0M+55.2%

Competitors

By market cap

W.R. Berkley logo
W.R. Berkley$26.8B+0.1%
Markel logo
Markel$23.2B-6.3%
Kinsale Capital Group logo
Kinsale Capital Group$8.6B-17.3%
RLI logo
RLI$5.9B-5.4%
Skyward Specialty Insurance Group, Inc. logo
Skyward Specialty Insurance Group, Inc.$2.7B+37.1%
ASI
Ategrity Specialty Holdings$1.2B+29.6%
Tiptree Inc. logo
Tiptree Inc.$667.3M-15.2%
James River Group Holdings, Inc. logo
James River Group Holdings, Inc.$221.5M-17.1%

By revenue growth

Skyward Specialty Insurance Group, Inc. logo
Skyward Specialty Insurance Group, Inc.+38.3%
ASI
Ategrity Specialty Holdings+34.0%
Kinsale Capital Group logo
Kinsale Capital Group+15.8%
RLI logo
RLI+8.7%
W.R. Berkley logo
W.R. Berkley+4.3%
James River Group Holdings, Inc. logo
James River Group Holdings, Inc.-1.8%
Markel logo
Markel-5.7%
Tiptree Inc. logo
Tiptree Inc.-47.7%

By net margin

Kinsale Capital Group logo
Kinsale Capital Group28.49%+2.6pp
RLI logo
RLI22.22%+4.4pp
ASI
Ategrity Specialty Holdings19.36%+5.7pp
Markel logo
Markel14.73%+1.2pp
W.R. Berkley logo
W.R. Berkley12.94%+0.6pp
Skyward Specialty Insurance Group, Inc. logo
Skyward Specialty Insurance Group, Inc.10.84%+0.3pp
James River Group Holdings, Inc. logo
James River Group Holdings, Inc.4.68%+18.2pp
Tiptree Inc. logo
Tiptree Inc.2.44%+36.0pp

Profile

Ategrity Specialty Insurance Company Holdings is a specialty property and casualty insurance holding company focused exclusively on the excess and surplus (E&S) market. The company provides insurance solutions for small to medium-sized businesses (SMBs) across various industry verticals. Its core value proposition centers on a technology-driven 'productionized underwriting' model that standardizes and automates high-volume transactions for speed and consistency.

Competitive position

Ategrity positions itself as a technology-forward E&S specialist focusing on high-volume, lower-severity SMB risks through automated and productionized underwriting workflows.

GeographiesUnited States
Customer segmentsSmall and Medium Businesses, Commercial Enterprises
Business modelB2B, Insurance Underwriting, Technology-enabled Services
SuppliersReinsurance providers, Cloud infrastructure providers, Data analytics providers, Actuarial consultants
CustomersWholesale insurance brokers, Surplus lines brokers, Wholesale agents
CountryUnited States of America
Listed2025
CEOJustin G. Cohen
SectorFinancial Services
IndustryInsurance - Property & Casualty
Websiteategrity.com
FilingsSEC EDGAR

FAQ

What is Ategrity Specialty Holdings's market cap?
Ategrity Specialty Holdings (ASIC) has a market capitalization of $1.2B and trades on NYSE.
What is Ategrity Specialty Holdings's revenue and profitability?
Ategrity Specialty Holdings generated $470.2M in trailing twelve-month revenue with net income of $91.0M, representing a net margin of 19.4%, with free cash flow of $124.8M. These figures are based on the Q1 2026 filing.
Who are Ategrity Specialty Holdings's competitors?
Ategrity Specialty Holdings's key competitors include James River Group Holdings, Ltd., RLI Corp., W.R. Berkley Corporation, and others. These companies compete in similar markets and product categories.
What subsidiaries does Ategrity Specialty Holdings have?
Ategrity Specialty Holdings's subsidiaries include Ategrity Specialty Insurance Company, Ategrity Specialty Insurance Limited.
Where is Ategrity Specialty Holdings headquartered?
Ategrity Specialty Holdings is headquartered in United States of America. It has been publicly traded since 2025.