Owner Scorecard


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ASIC, Ategrity Specialty Insurance Company Holdings

Ategrity Specialty Insurance Company Holdings is a specialty property and casualty insurance holding company dedicated exclusively to the excess and surplus market for small to medium-sized businesses across the United States.

The SMB segment of the E&S market is characterized by a high volume of smaller-premium policies, where distribution partners expect speed, clarity, and consistency in the underwriting process.

Our operating model uses a technology-driven method to standardize, simplify, and where appropriate, automate these transactions, which we call productionized underwriting .

Latest annual: FY2025 10-K
ASIC · Ategrity Specialty Insurance Company Holdings
I

The business

What it sells, where the money comes from, the kind of company it is.

Revenue · FY2025
$424M
+23.4% YoY
Vital signs · TTM, with 2-yr average
Revenue $517M 2-yr avg $384M
Combined ratio 90% 2-yr avg 93%
Loss ratio 59% 2-yr avg 59%
Return on equity 16% 2-yr avg 12%

Next report By 11/13 · the 10-Q for the quarter ended late September · due within 45 days of period end · has filed ~44 days after · the wire records it on arrival

The business in brief

read the 10-K →

What this business is and what moves its needle, from its own SEC filings.

What moves the needle
Underwriting discipline and the float. What decides it: whether the combined ratio stays below 100% so the policies make money on their own, how large the float is against equity, and what that float earns once it is invested. On its own account, the filing leans hardest on pricing power & competition, set against the numbers in what the filing emphasizes, below.
Is it a good business?
It underwrites at a profit, about a 90% combined ratio (it keeps roughly 10% of premiums before investing the float). The float runs about 0.9× equity, the leverage that magnifies both the underwriting and the investing. Whether the discipline holds through a soft market, and how the float is invested, are what the 10-K decides.

Every line is arithmetic on the company's filings, shown in full in the sections below.

II

The record

Ten years of arithmetic, read across the cycle.

Most recent quarterly filing 10-Q filed Aug 13, 2026 Source at SEC EDGAR →

Revenue up 45.9% year over year; operating income up 87.5%

figures computed from the filing's XBRL

The year, in the company's words

the filing →

Verbatim from the 10-K's management discussion. Each sentence is shown only because its subject, direction, and stated figures check out against the filed numbers on this page. The words are the company's; the arithmetic is the record's.

  • Net premiums earned+24.4%
    “Net earned premiums were $361.7 million for the year ended December 31, 2025, compared to $290.6 million for the year ended December 31, 2024, an increase of approximately $71.1 million, or 24.4%. The increase was primarily due to growth in gross written premiums.”
    ✓ figure matches the filed record
  • Net premiums written+41.9%
    “Net written premiums were $424.6 million for the year ended December 31, 2025, compared to $299.2 million for the year ended December 31, 2024, an increase of approximately $125.4 million, or 41.9%. The increase was primarily attributable to higher gross written premiums.”
    ✓ figure matches the filed record
III

Quality & stewardship

Returns, the balance sheet, capital allocation, and pay.

Owner’s Scorecard

FY2025 10-K · source on SEC EDGAR →

Is it a good business?

  • Combined ratio ≈ 91%
    Underwriting profit
    Total benefits, losses and expenses $328M ÷ premiums earned $362M
    Industry peers: median 90%
    What this means

    The heart of a property-casualty insurer: claims and costs as a share of premiums. Below 100% means it is paid to hold the float, the gold standard; above 100% means it loses money on the policies and must make it back on investments. Approximate here, taken from the filer's total benefits, losses and expenses over premiums, so it can sit a point or two off the company's headline figure; a number held below 100% across cycles is the mark of a disciplined underwriter, the rarest thing in the business.

  • Solid
    Net income $74M ÷ equity $614M
    Industry peers: median 4%
    What this means

    What it earns on shareholders' capital, the underwriting result plus what the float earns invested. Durably above the ~10% cost of equity is what compounds book value.

The float

  • Float $536M
    0.9× equity
    Net reserves + unearned premiums − prepaid reinsurance − receivables − DAC = $536M
    What this means

    Money held against future claims and invested in the meantime. Buffett's insight was that good underwriting makes this float cost less than nothing, a pool of other people's money the owners earn on. The larger it is against equity, the more that leverage works, for better or worse.

  • 7.9% on the float
    Net investment income $42M, 7.9% on the float
    What this means

    What the float and capital earned this year. This is the second engine: an insurer that breaks even on underwriting still wins if the float is large and invested well.

The cost and the reserves

  • Cost of float −7.0%
    Paid to hold the money
    Underwriting profit $33M ÷ two-year average float $477M
    What this means

    Buffett's own yardstick: the underwriting result as the price of holding the float, divided the way his tables divide it — over the two-year average of float where the record carries both years, since the year's result was earned on money that arrived through the year. At or below zero, policyholders are paying the company to invest their money — the gold standard. A modest positive cost can still beat borrowing; a chronic high cost means the float is expensive leverage.

  • Past reserves fell short
    Prior-year development, FY2025: unfavorable (past years strengthened) · record: 0 favorable, 1 unfavorable of 2
    What this means

    Each year an insurer restates what its old accident years actually cost. Persistent favorable development means management reserved honestly and released the cushion; persistent unfavorable development means past profits were overstated by under-reserving — the industry's chronic sin, and the single most tell-tale line an owner can read. Signed as the company files it: negative favorable, positive unfavorable.

All figures as filed; the source filing is linked above.

Management, ownership & pay

read the proxy →

From the proxy: how much of the business the people running it own, and how they are paid.

  • Insider ownership84.7%

    The stake all directors and executive officers hold together, per the 2026 proxy: skin in the game, the first thing Munger reads.

  • Stock-based compensation$1M

    The slice of the business handed to employees in shares in fiscal 2025, 0.2% of revenue, equal to 1.1% of operating profit. Buffett's oldest accounting fight: this is compensation, compensation is an expense, real whether or not the headline earnings admit it. One trap: the cash-flow statement adds SBC back, so the operating cash, and the owner earnings drawn from it, are flattered by exactly this amount; counted as the cost it is, what an owner keeps is lower.

What an owner would ask, FY2025

read the 10-K →
  • Which reported numbers are a judgment call?
    Management names Credit & receivables, Insurance reserves as critical estimates

    each rests partly on management's judgment; the filing's note sets out the assumptionsverify →

The questions the record and the charts do not answer on their own; each carries the figure and the place to look.

Peers, Insurance — Property & Casualty

The same industry, side by side on the underwriting lens. Each column names the period it is read over, and a median resting on fewer than three years carries that count beside it; the group median at the foot is the line to read each figure against.

CompanyRevenuelatest FY, USDCombined ratiomedian over the recordLoss ratiomedian over the recordYield on floatmedian over the recordROTCEmedian over the record
BOWBowhead Specialty Holdings Inc.$552M96%64%4.9%12%
HIPOHippo Holdings Inc.$469M127%2y4.6%-48%
GBLIGlobal Indemnity Group, LLC$451M59%6.2%4%
ASICAtegrity Specialty Insurance Company Holdings$424M93%2y59%2y6.8%2y12%2y
ACICAmerican Coastal Insurance Corporation$335M62%4.7%2%
AMSFAMERISAFE Inc.$317M84%57%4.5%18%
NODKNI Holdings Inc.$285M69%8.5%3%
AIIAmerican Integrity Insurance Group Inc.$276M75%2y45%2y11.9%2y27%2y
Group median93%59%5.6%8%
IV

The price

What a price has to assume.

What the price implies

reverse-DCF

A bank / financial isn't read on an owner-earnings DCF; its economics live on the balance sheet (book value, the return earned on it, and the cash the assets throw off).

Cite: Owner Scorecard, "Ategrity Specialty Insurance Company Holdings (ASIC), the owner's record," https://ownerscorecard.com/c/ASIC, data as of 2026-08-17.

Manual order: ← ASH its page in the Manual ASIX →

Industry order: ← AMSF the Insurance — Property & Casualty chapter AXS →