Larson Financial Group
ACIC icon

Larson Financial Group’s American Coastal Insurance ACIC Stock Holding History

Larson Financial 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
Q3 		$994 Buy
110
+49
+80% +$488 ﹤0.01% 3428
2026
Q2 		$677 Sell
61
-89
-59% -$982 ﹤0.01% 3420
2026
Q1 		$1.69K Sell
150
-153
-50% -$1.72K ﹤0.01% 3011
2025
Q4 		$3.83K Buy
+303
New +$3.66K ﹤0.01% 2564

Other funds holding ACIC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Larson Financial Group's ACIC Position: Q3 2026 in Review

Larson Financial Group increased its American Coastal Insurance (ACIC) stake by 80% in Q3 2026, buying an estimated $488 and bringing the position to 110 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Larson Financial Group first reported a position in ACIC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.83K in Q4 2025. 49 funds tracked by Wall St. Rank hold ACIC as of Q3 2026.

  • Larson Financial Group held 110 shares of American Coastal Insurance worth $994 as of Q3 2026.
  • Larson Financial Group bought 49 American Coastal Insurance shares in Q3 2026, an estimated $488.
  • American Coastal Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3428 holding.
  • Larson Financial Group first reported a position in American Coastal Insurance in Q4 2025 and has held it in 4 quarters since.
  • Larson Financial Group's American Coastal Insurance position peaked at $3.83K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.