LPL Financial’s American Coastal Insurance ACIC Stock Holding History

LPL Financial’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
2025 Q3	–	Sell	-12,509	Closed	-$139K	–	5796
2025 Q2	$139K	Sell	12,509 -149	-1%	-$1.64K	﹤0.01%	5189
2025 Q1	$146K	Buy	+12,658	New	+$154K	﹤0.01%	4947
2023 Q3	–	Sell	-15,145	Closed	-$67.5K	–	4686
2023 Q2	$67.5K	Sell	15,145 -1,935	-11%	-$8.35K	﹤0.01%	4392
2023 Q1	$48.2K	Buy	17,080 +5,030	+42%	+$10.1K	﹤0.01%	4305
2022 Q4	$12.8K	Hold	12,050	–	–	﹤0.01%	4402
2022 Q3	$8K	Hold	12,050	–	–	﹤0.01%	4381
2022 Q2	$19K	Hold	12,050	–	–	﹤0.01%	4347
2022 Q1	$40K	Buy	+12,050	New	+$45.6K	﹤0.01%	4074
2016 Q4	–	Sell	-26,343	Closed	-$428K	–	2680
2016 Q3	$428K	Buy	+26,343	New	+$418K	﹤0.01%	1847
2016 Q2	–	Sell	-67,288	Closed	-$1.22M	–	2624
2016 Q1	$1.22M	Sell	67,288 -734	-1%	-$12.3K	﹤0.01%	1529
2015 Q4	$1.13M	Buy	+68,022	New	+$1.17M	﹤0.01%	1591

Other funds holding ACIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's ACIC Position: Q3 2025 in Review

LPL Financial sold out of American Coastal Insurance (ACIC) in Q3 2025, closing a stake of 12,509 shares — an estimated $139K sold.

LPL Financial first reported a position in ACIC in Q4 2015 and held it in 11 quarters. The position peaked at $1.22M in Q1 2016. 128 funds tracked by Wall St. Rank hold ACIC as of Q3 2025.

LPL Financial reported no remaining American Coastal Insurance position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 12,509 American Coastal Insurance shares in Q3 2025, an estimated $139K.
LPL Financial first reported a position in American Coastal Insurance in Q4 2015 and held it in 11 quarters.
LPL Financial's American Coastal Insurance position peaked at $1.22M in Q1 2016.
128 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.