Creative Planning’s American Coastal Insurance ACIC Stock Holding History

Creative Planning’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	$349K	Buy	31,444 +8,364	+36%	+$92.3K	﹤0.01%	3456
2026 Q1	$260K	Buy	23,080 +4,388	+23%	+$49.3K	﹤0.01%	3531
2025 Q4	$236K	Buy	18,692 +3,162	+20%	+$38.2K	﹤0.01%	3421
2025 Q3	$177K	Buy	+15,530	New	+$169K	﹤0.01%	3533
2017 Q3	–	Sell	-8	Closed	–	–	1896
2017 Q2	$0	Sell	8 -9,273	-100%	-$145K	﹤0.01%	4593
2017 Q1	$148K	Sell	9,281 -29,727	-76%	-$462K	﹤0.01%	1688
2016 Q4	$591K	Buy	39,008 +38,983	+155,932%	+$558K	﹤0.01%	853
2016 Q3	$0	Hold	25	–	–	﹤0.01%	4549
2016 Q2	$0	Hold	25	–	–	﹤0.01%	4333
2016 Q1	$0	Buy	+25	New	+$419	﹤0.01%	4297
2015 Q2	–	Sell	-200	Closed	-$5K	–	1119
2015 Q1	$5K	Sell	200 -1,551	-89%	-$37K	﹤0.01%	3505
2014 Q4	$38K	Sell	1,751 -3,849	-69%	-$71.6K	﹤0.01%	2180
2014 Q3	$84K	Buy	+5,600	New	+$88.1K	﹤0.01%	1591

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

Creative Planning's ACIC Position: Q2 2026 in Review

Creative Planning increased its American Coastal Insurance (ACIC) stake by 36% in Q2 2026, buying an estimated $92.3K and bringing the position to 31,444 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Creative Planning first reported a position in ACIC in Q3 2014 and has held it in 13 quarters since. The position peaked at $591K in Q4 2016. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Creative Planning held 31,444 shares of American Coastal Insurance worth $349K as of Q2 2026.
Creative Planning bought 8,364 American Coastal Insurance shares in Q2 2026, an estimated $92.3K.
American Coastal Insurance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3456 holding.
Creative Planning first reported a position in American Coastal Insurance in Q3 2014 and has held it in 13 quarters since.
Creative Planning's American Coastal Insurance position peaked at $591K in Q4 2016.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.