AII Furnishes Investor Deck Ahead of KBW Conference: $3B Reinsurance Tower Finalized, Voluntary Premiums Up 150%
AII sits 63% above its 52-week low of $16.19 on elevated volume (2.2× avg).
Summary
AII furnished an investor presentation ahead of the KBW Insurance Conference on September 10, disclosing a finalized $3B catastrophe reinsurance tower (up 15.8% YoY at $430-440M cost) and 150% growth in voluntary new business premiums.
Key Events · Earnings and Guidance · AII
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Investor Deck Furnished for KBW Conference
AII furnished an investor presentation for its September 10, 2026 KBW Insurance Conference appearance, providing updated operational and financial disclosures.
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2026-2027 Reinsurance Program Finalized
Total third-party catastrophe coverage is $3B, up $409M (15.8%) from 2025, at a cost of $430-440M. First event retention held at $35M despite 19% exposure growth; aggregate retention reduced from $95M to $75M.
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Voluntary Premium Growth Accelerates
Voluntary new business gross written premiums rose 150% YoY in Q2 2026 to $87.7M, driven by Tri-County expansion ($28.8M vs $0.5M) and HO-3 middle-aged homes ($21.3M vs $1.4M).
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Quota Share Reduction Boosts Earnings
Non-cat quota share ceding percentage was reduced from 40% to 25% effective January 1, 2026, increasing net premiums earned and net income retention.
Analysis · AII · Finance
American Integrity furnished an investor presentation for its September 10 KBW Insurance Conference appearance. The deck contains material new disclosures: the finalized 2026-2027 catastrophe XOL reinsurance program ($3B total third-party coverage, up 15.8% from 2025, at a cost of $430-440M with improved terms), a 150% year-over-year surge in voluntary new business gross written premiums, and the reduction of its non-cat quota share from 40% to 25% effective January 1, 2026. These details extend the record Q2 earnings reported in August and give investors concrete numbers on the company's reinsurance cost tailwind and organic growth trajectory. The stock trades near its 52-week high, so the market is already pricing in strong fundamentals; this deck confirms the operational drivers behind that strength.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AII was trading at $26.39 on NYSE in the Finance sector, with a market capitalization of approximately $513.3M. The 52-week trading range was $16.19 to $27.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.