# EDGAR Filing Document

**Accession Number:** 0001864851
**File Stem:** 0001104659-25-078667
**Filing Date:** 2025-8
**Character Count:** 11501
**Document Hash:** f10ddc082ecf93e3159f49da678bafe4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-078667.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001104659-25-078667

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ategrity Specialty Insurance Co Holdings
- **CENTRAL INDEX KEY:** 0002040491
- **STANDARD INDUSTRIAL CLASSIFICATION:** FIRE, MARINE & CASUALTY INSURANCE [6331]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 824925734
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95191
- **FILM NUMBER:** 251219965

**BUSINESS ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET, 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** (212) 509-1600

**MAIL ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET, 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ategrity Specialty Holdings LLC
- **DATE OF NAME CHANGE:** 20241008
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Zimmer Financial Services Group LLC
- **CENTRAL INDEX KEY:** 0001864851

**ORGANIZATION NAME:**
- **EIN:** 831310634
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**BUSINESS ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-440-0749

**MAIL ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Sequentis Financial LLC
- **DATE OF NAME CHANGE:** 20210527

## Ex-1

**Exhibit 1**

**JOINT FILING AGREEMENT**

In accordance with Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree that they are jointly filing this statement on Schedule 13G. Each of them is responsible for the timely filing of such statement and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the completeness or accuracy of the information concerning the other persons making the filing, unless such person knows or has reason to believe that such information is inaccurate.

IN WITNESS WHEREOF, the undersigned hereby execute this Joint Filing Agreement as of August 14, 2025.

---

| | |
|:---|:---|
| **Zimmer Financial Services Group LLC** | **Zimmer Financial Services Group LLC** |
| By: | /s/ Stuart J. Zimmer |
| Name: | Stuart J. Zimmer |
| Title: | Chief Executive Officer |
| **Stuart J. Zimmer** | **Stuart J. Zimmer** |
| By: | /s/ Stuart J. Zimmer |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** Ategrity Specialty Insurance Company Holdings

**Title of Class of Securities:** Common Stock, par value $0.001 per share

**CUSIP Number:** 04681Y103

**Date of Event Which Requires Filing of this Statement:** 06/30/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Zimmer Financial Services Group LLC | Names of Reporting Persons<br>Zimmer Financial Services Group LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>39967192.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>39967192.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>39967192.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>39967192.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>80.7% | Percent of Class Represented by Amount in Row (9)<br>80.7% |
| 12. | Type of Reporting Person (See Instructions)<br>HC, OO | Type of Reporting Person (See Instructions)<br>HC, OO |

**Comment for Type of Reporting Person:** Limited Liability Company

---

| 1. | Names of Reporting Persons<br>Stuart J. Zimmer | Names of Reporting Persons<br>Stuart J. Zimmer |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>40220522.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>40220522.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>40220522.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>40220522.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>81.2% | Percent of Class Represented by Amount in Row (9)<br>81.2% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

**Item 1(a). Name of Issuer:**
Ategrity Specialty Insurance Company Holdings

**Item 1(b). Address of Issuer's Principal Executive Offices:**
9 West 57th Street, 33rd Floor, New York, NY, 10019

**Item 2(a). Name of Person Filing:**
Each of the following is hereinafter individually referred to as a "Reporting Person" and collectively as the "Reporting Persons."  This statement is filed on behalf of:

(1) Zimmer Financial Services Group LLC ("ZFSG")
(2) Stuart J. Zimmer

**Item 2(b). Address of Principal Business Office:**
The principal business address of each of the Reporting Persons is c/o Ategrity Specialty Insurance Company Holdings, 9 West 57th Street, 33rd Floor, New York, NY 10019.

**Item 2(c). Citizenship:**
ZFSG is organized under the laws of the State of Delaware. Mr. Zimmer is a citizen of the United States.

**Item 2(d). Title of Class of Securities:**
Common Stock, par value $0.001 per share

**Item 2(e). CUSIP Number:**
04681Y103

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

The information contained on the cover pages to this Schedule 13G is incorporated by reference into this Item 4.
The ownership information presented herein represents beneficial ownership of Common Stock as of June 30, 2025, based upon 48,066,674 shares of Common Stock outstanding as of the closing of the Issuer's initial public offering on June 12, 2025.
ZSFG is the record holder of 38,512,440 shares of Common Stock and 1,454,752 shares of Common Stock underlying warrants that are currently exercisable. Mr. Zimmer is the sole managing member of ZFSG and therefore may be deemed to share beneficial ownership of the securities held of record by ZFSG. Additionally, Mr. Zimmer may be deemed to beneficially own 253,330 shares of Common Stock held by certain trusts and estate planning vehicles of Mr. Zimmer.

**(b) Percent of class:**

See Item 11 of each of the cover pages hereto.

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

See Item 5 of each of the cover pages hereto.

**(ii) Shared power to vote or to direct the vote:**

See Item 6 of each of the cover pages hereto.

**(iii) Sole power to dispose or to direct the disposition of:**

See Item 7 of each of the cover pages hereto.

**(iv) Shared power to dispose or to direct the disposition of:**

See Item 8 of each of the cover pages hereto.

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Zimmer Financial Services Group LLC**

**Date:** 08/14/2025

**By:** /s/ Stuart J. Zimmer

**Name & Title:** Stuart J. Zimmer, Chief Executive Officer

**Stuart J. Zimmer**

**Date:** 08/14/2025

**By:** /s/ Stuart J. Zimmer

**Name & Title:** Stuart J. Zimmer