Ballast Asset Management’s American Coastal Insurance ACIC Stock Holding History

Ballast Asset Management’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 Q3	$1.68M	Buy	+185,300	New	+$1.85M	0.73%	51

Other funds holding ACIC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Ballast Asset Management's ACIC Position: Q3 2026 in Review

Ballast Asset Management opened a new position in American Coastal Insurance (ACIC) in Q3 2026: 185,300 shares worth $1.68M. The stake represents 0.73% of the portfolio and ranks #51 among its holdings.

49 funds tracked by Wall St. Rank hold ACIC as of Q3 2026.

Ballast Asset Management held 185,300 shares of American Coastal Insurance worth $1.68M as of Q3 2026.
American Coastal Insurance was a new Ballast Asset Management position in Q3 2026.
American Coastal Insurance made up 0.73% of Ballast Asset Management's portfolio in Q3 2026, its #51 holding.
49 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2026.

Based on Ballast Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.