Corient Private Wealth
ACIC icon

Corient Private Wealth’s American Coastal Insurance ACIC Stock Holding History

Corient Private Wealth’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
-60,002
Closed -$758K – 2836
2025
Q4 		$758K Buy
60,002
+30,001
+100% +$362K ﹤0.01% 2052
2025
Q3 		$342K Buy
30,001
+1
+0% +$11 ﹤0.01% 2043
2025
Q2 		$334K Hold
30,000
– – ﹤0.01% 1931
2025
Q1 		$347K Buy
+30,000
New +$365K ﹤0.01% 1780

Other funds holding ACIC

BlackRock
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Corient Private Wealth's ACIC Position: Q1 2026 in Review

Corient Private Wealth sold out of American Coastal Insurance (ACIC) in Q1 2026, closing a stake of 60,002 shares — an estimated $758K sold.

Corient Private Wealth first reported a position in ACIC in Q1 2025 and held it in 4 quarters. The position peaked at $758K in Q4 2025. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

  • Corient Private Wealth reported no remaining American Coastal Insurance position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 60,002 American Coastal Insurance shares in Q1 2026, an estimated $758K.
  • Corient Private Wealth first reported a position in American Coastal Insurance in Q1 2025 and held it in 4 quarters.
  • Corient Private Wealth's American Coastal Insurance position peaked at $758K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.