Cox Capital Management’s American Coastal Insurance ACIC Stock Holding History

Cox Capital 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 Q2	$281K	Hold	25,322	–	–	0.16%	71
2026 Q1	$285K	Hold	25,322	–	–	0.19%	65
2025 Q4	$281K	Hold	25,322	–	–	0.17%	58
2025 Q3	$288K	Hold	25,322	–	–	0.19%	56
2025 Q2	$282K	Hold	25,322	–	–	0.19%	56
2025 Q1	$293K	Hold	25,322	–	–	0.21%	55
2024 Q4	$341K	Hold	25,322	–	–	0.22%	63
2024 Q3	$285K	Hold	25,322	–	–	0.17%	64
2024 Q2	$267K	Hold	25,322	–	–	0.16%	68
2024 Q1	$271K	Hold	25,322	–	–	0.17%	68
2023 Q4	$240K	Sell	25,322 -38,873	-61%	-$313K	0.16%	83
2023 Q3	$472K	Buy	+64,195	New	+$415K	0.33%	60

Other funds holding ACIC

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cox Capital Management's ACIC Position: Q2 2026 in Review

Cox Capital Management held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 25,322 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #71.

Cox Capital Management first reported a position in ACIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $472K in Q3 2023. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Cox Capital Management held 25,322 shares of American Coastal Insurance worth $281K as of Q2 2026.
Cox Capital Management left its American Coastal Insurance share count unchanged in Q2 2026.
American Coastal Insurance made up 0.16% of Cox Capital Management's portfolio in Q2 2026, its #71 holding.
Cox Capital Management first reported a position in American Coastal Insurance in Q3 2023 and has held it in 12 quarters since.
Cox Capital Management's American Coastal Insurance position peaked at $472K in Q3 2023.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.