AssetMark Inc’s American Coastal Insurance ACIC Stock Holding History

AssetMark Inc’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
2025 Q2	–	Sell	-1	Closed	-$7	–	3001
2025 Q1	$7	Hold	1	–	–	﹤0.01%	2613
2024 Q4	$8	Buy	+1	New	+$12	﹤0.01%	2584
2018 Q1	–	Sell	-8	Closed	–	–	1396
2017 Q4	$0	Buy	+8	New	+$130	﹤0.01%	1846

Other funds holding ACIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssetMark Inc's ACIC Position: Q2 2025 in Review

AssetMark Inc sold out of American Coastal Insurance (ACIC) in Q2 2025, closing a stake of 1 share — an estimated $7 sold.

AssetMark Inc first reported a position in ACIC in Q4 2017 and held it in 3 quarters. The position peaked at $8 in Q4 2024. 124 funds tracked by Wall St. Rank hold ACIC as of Q2 2025.

AssetMark Inc reported no remaining American Coastal Insurance position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 1 American Coastal Insurance share in Q2 2025, an estimated $7.
AssetMark Inc first reported a position in American Coastal Insurance in Q4 2017 and held it in 3 quarters.
AssetMark Inc's American Coastal Insurance position peaked at $8 in Q4 2024.
124 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.