Ategrity Specialty Holdings LLC (ASIC)

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Ategrity Specialty Holdings LLC (ASIC) is down 5.7% since the beginning of the year. At $20 per share, ASIC is trading 21.7% below its 52-week high of $25.

Based on dividend-adjusted daily data since Jun 11, 2025, ASIC's average daily return is -0.05%, while the average monthly return is -1.08%.

Historically, 38% of months were positive and 62% were negative. The best month was Feb 2026 with a return of +24.2%, while the worst month was Jan 2026 at -15.2%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ASIC closed higher 47% of trading days. The best single day was Feb 20, 2026 with a return of +23.6%, while the worst single day was Oct 1, 2025 at -9.6%.

Ategrity Specialty Holdings LLC has an annualized alpha of -17.30%, beta of 0.30, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 12, 2025.

• This stock tended to rise when S&P 500 Index fell (downside capture of -575.85%), but participation in market rallies was also limited (-93.57%) - a profile typical of counter-cyclical assets.
• Beta of 0.30 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

The table below present risk-adjusted performance metrics for Ategrity Specialty Holdings LLC (ASIC) and compare them to S&P 500 Index.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Ategrity Specialty Holdings LLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Ategrity Specialty Holdings LLC was 33.63%, occurring on Oct 9, 2025. The portfolio has not yet recovered.

The current Ategrity Specialty Holdings LLC drawdown is 19.73%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Ategrity Specialty Holdings LLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Ategrity Specialty Holdings LLC is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.