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AI brief of an SEC Form 8-K · American Integrity Insurance Group, Inc. (AII)

American Integrity Q2 2026 net premiums earned rose 58%; adjusted net income up 11%

Positive Impact 3 of 5 earnings Written later

American Integrity Insurance Group furnished an investor presentation for its 2Q 2026 results, to be used at the KBW Insurance Conference on September 10, 2026. For the quarter ended June 30, 2026, net premiums earned rose to $105 million from $66 million, adjusted net income rose to $35 million from $31 million, and the combined ratio improved to 63% from 73%. For the six months, adjusted net income fell 21% to $55 million from $69 million.

Key points

  • Q2 2026 gross premiums written were $327 million, up 14% from $287 million in Q2 2025.
  • Q2 2026 adjusted return on equity was 40%, compared with 51% in Q2 2025.
  • The 2026-2027 catastrophe reinsurance program was finalized with a total cost expected to be $430 million to $440 million.
  • Ceding percentage on the non-catastrophe quota share was reduced from 40% to 25% effective January 1, 2026.

The filing

CompanyAmerican Integrity Insurance Group, Inc. (AII)
Form8-K, current report
Filed with the SECSep 8, 2026, 4:16 PM ET
Accession number0002007587-26-000106

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:46 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 08, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.