Concourse Financial Group Securities’s American Coastal Insurance ACIC Stock Holding History

Concourse Financial Group Securities’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
2024 Q4	–	Sell	-3,500	Closed	-$43.7K	–	2240
2024 Q3	$39.4K	Hold	3,500	–	–	﹤0.01%	1271
2024 Q2	$36.9K	Hold	3,500	–	–	﹤0.01%	1309
2024 Q1	$37.4K	Hold	3,500	–	–	﹤0.01%	1303
2023 Q4	$33.1K	Buy	+3,500	New	+$28.2K	﹤0.01%	1302

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concourse Financial Group Securities's ACIC Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of American Coastal Insurance (ACIC) in Q4 2024, closing a stake of 3,500 shares — an estimated $43.7K sold.

Concourse Financial Group Securities first reported a position in ACIC in Q4 2023 and held it in 4 quarters. The position peaked at $39.4K in Q3 2024. 109 funds tracked by Wall St. Rank hold ACIC as of Q4 2024.

Concourse Financial Group Securities reported no remaining American Coastal Insurance position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 3,500 American Coastal Insurance shares in Q4 2024, an estimated $43.7K.
Concourse Financial Group Securities first reported a position in American Coastal Insurance in Q4 2023 and held it in 4 quarters.
Concourse Financial Group Securities's American Coastal Insurance position peaked at $39.4K in Q3 2024.
109 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.