CWG
ACIC icon

Cornerstone Wealth Group’s American Coastal Insurance ACIC Stock Holding History

Cornerstone Wealth Group’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
Q2 		$506K Sell
2,885
-1
-0% -$11 0.03% 240
2026
Q1 		$439K Sell
2,886
-1
-0% -$11 0.03% 251
2025
Q4 		$553K Buy
2,887
+1
+0% +$12 0.04% 196
2025
Q3 		$554K Hold
2,886
– – 0.04% 189
2025
Q2 		$439K Buy
2,886
+751
+35% +$8.27K 0.03% 196
2025
Q1 		$319K Hold
2,135
– – 0.03% 216
2024
Q4 		$249K Hold
2,135
– – 0.02% 237
2024
Q3 		$229K Buy
+2,135
New +$23.9K 0.02% 236

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Wealth Group's ACIC Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its American Coastal Insurance (ACIC) stake by 0.03% in Q2 2026, selling an estimated $11 and leaving 2,885 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #240.

Cornerstone Wealth Group first reported a position in ACIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $554K in Q3 2025. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Cornerstone Wealth Group held 2,885 shares of American Coastal Insurance worth $506K as of Q2 2026.
  • Cornerstone Wealth Group sold 1 American Coastal Insurance share in Q2 2026, an estimated $11.
  • American Coastal Insurance made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #240 holding.
  • Cornerstone Wealth Group first reported a position in American Coastal Insurance in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Wealth Group's American Coastal Insurance position peaked at $554K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.