Osaic Holdings
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Osaic Holdings’s American Coastal Insurance ACIC Stock Holding History

Osaic Holdings’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 		$153K Sell
13,775
-2,969
-18% -$32.8K ﹤0.01% 4631
2026
Q1 		$188K Sell
16,744
-1,173
-7% -$13.2K ﹤0.01% 4200
2025
Q4 		$226K Buy
17,917
+1,202
+7% +$14.5K ﹤0.01% 4048
2025
Q3 		$188K Sell
16,715
-2,057
-11% -$22.4K ﹤0.01% 4270
2025
Q2 		$209K Sell
18,772
-1,228
-6% -$13.5K ﹤0.01% 3904
2025
Q1 		$231K Sell
20,000
-1,825
-8% -$22.2K ﹤0.01% 3510
2024
Q4 		$294K Sell
21,825
-996
-4% -$12.4K ﹤0.01% 3248
2024
Q3 		$257K Buy
22,821
+6,346
+39% +$70.9K ﹤0.01% 3451
2024
Q2 		$174K Sell
16,475
-285
-2% -$3.2K ﹤0.01% 3677
2024
Q1 		$179K Sell
16,760
-1,540
-8% -$17.4K ﹤0.01% 3777
2023
Q4 		$173K Sell
18,300
-11,251
-38% -$90.5K ﹤0.01% 4047
2023
Q3 		$217K Buy
29,551
+15,251
+107% +$98.7K ﹤0.01% 3933
2023
Q2 		$63.8K Sell
14,300
-9,300
-39% -$40.1K ﹤0.01% 4775
2023
Q1 		$66.6K Buy
23,600
+400
+2% +$803 ﹤0.01% 4764
2022
Q4 		$25K Buy
23,200
+14,000
+152% +$6.69K ﹤0.01% 5413
2022
Q3 		$6K Buy
+9,200
New +$9.78K ﹤0.01% 6249
2022
Q2 		– Sell
-1,238
Closed -$4K – 7295
2022
Q1 		$4K Sell
1,238
-6,460
-84% -$24.4K ﹤0.01% 6557
2021
Q4 		$34K Buy
7,698
+6,460
+522% +$27.7K ﹤0.01% 5425
2021
Q3 		$0 Buy
+1,238
New +$4.97K ﹤0.01% 7154

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

Osaic Holdings's ACIC Position: Q2 2026 in Review

Osaic Holdings reduced its American Coastal Insurance (ACIC) stake by 18% in Q2 2026, selling an estimated $32.8K and leaving 13,775 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #4631.

Osaic Holdings first reported a position in ACIC in Q3 2021 and has held it in 19 quarters since. The position peaked at $294K in Q4 2024. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Osaic Holdings held 13,775 shares of American Coastal Insurance worth $153K as of Q2 2026.
  • Osaic Holdings sold 2,969 American Coastal Insurance shares in Q2 2026, an estimated $32.8K.
  • American Coastal Insurance made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4631 holding.
  • Osaic Holdings first reported a position in American Coastal Insurance in Q3 2021 and has held it in 19 quarters since.
  • Osaic Holdings's American Coastal Insurance position peaked at $294K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.