Baron Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Baron Wealth 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	$92.3K	Buy	+10,214	New	+$102K	0.02%	304

Other funds holding ACIC

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

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baron Wealth Management's ACIC Position: Q3 2026 in Review

Baron Wealth Management opened a new position in American Coastal Insurance (ACIC) in Q3 2026: 10,214 shares worth $92.3K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

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

Baron Wealth Management held 10,214 shares of American Coastal Insurance worth $92.3K as of Q3 2026.
American Coastal Insurance was a new Baron Wealth Management position in Q3 2026.
American Coastal Insurance made up 0.02% of Baron Wealth Management's portfolio in Q3 2026, its #304 holding.
23 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.