Allegheny Financial Group’s American Coastal Insurance ACIC Stock Holding History

Allegheny Financial Group’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,166	Closed	-$242K	–	291
2025 Q4	$242K	Buy	19,166 +1,137	+6%	+$13.7K	0.04%	240
2025 Q3	$205K	Sell	18,029 -214	-1%	-$2.33K	0.04%	249
2025 Q2	$203K	Buy	18,243 +583	+3%	+$6.42K	0.05%	240
2025 Q1	$204K	Sell	17,660 -6,232	-26%	-$75.9K	0.05%	217
2024 Q4	$322K	Sell	23,892 -45,391	-66%	-$567K	0.08%	175
2024 Q3	$781K	Buy	69,283 +10,606	+18%	+$119K	0.19%	105
2024 Q2	$619K	Buy	58,677 +5,561	+10%	+$62.5K	0.18%	110
2024 Q1	$568K	Buy	53,116 +20,859	+65%	+$236K	0.18%	106
2023 Q4	$305K	Buy	32,257 +7,118	+28%	+$57.3K	0.1%	161
2023 Q3	$185K	Buy	+25,139	New	+$163K	0.07%	186

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allegheny Financial Group's ACIC Position: Q1 2026 in Review

Allegheny Financial Group sold out of American Coastal Insurance (ACIC) in Q1 2026, closing a stake of 19,166 shares — an estimated $242K sold.

Allegheny Financial Group first reported a position in ACIC in Q3 2023 and held it in 10 quarters. The position peaked at $781K in Q3 2024. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

Allegheny Financial Group reported no remaining American Coastal Insurance position as of Q1 2026 after selling out during the quarter.
Allegheny Financial Group sold 19,166 American Coastal Insurance shares in Q1 2026, an estimated $242K.
Allegheny Financial Group first reported a position in American Coastal Insurance in Q3 2023 and held it in 10 quarters.
Allegheny Financial Group's American Coastal Insurance position peaked at $781K in Q3 2024.
150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.