O'Shaughnessy Asset Management’s American Coastal Insurance ACIC Stock Holding History

O'Shaughnessy Asset 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	$1.48M	Buy	+132,976	New	+$1.47M	0.01%	1062
2017 Q3	–	Sell	-4,636	Closed	-$73K	–	886
2017 Q2	$73K	Sell	4,636 -1,459	-24%	-$22.8K	﹤0.01%	680
2017 Q1	$97K	Sell	6,095 -81	-1%	-$1.26K	﹤0.01%	627
2016 Q4	$94K	Sell	6,176 -650	-10%	-$9.31K	﹤0.01%	649
2016 Q3	$116K	Buy	6,826 +3,245	+91%	+$51.5K	﹤0.01%	589
2016 Q2	$59K	Buy	+3,581	New	+$61K	﹤0.01%	670
2016 Q1	–	Sell	-8,691	Closed	-$149K	–	910
2015 Q4	$149K	Sell	8,691 -24,405	-74%	-$420K	﹤0.01%	511
2015 Q3	$477K	Buy	33,096 +15,720	+90%	+$226K	0.01%	385
2015 Q2	$270K	Sell	17,376 -75,761	-81%	-$1.3M	0.01%	472
2015 Q1	$2.09M	Sell	93,137 -98,080	-51%	-$2.34M	0.04%	221
2014 Q4	$4.17M	Sell	191,217 -49,305	-20%	-$918K	0.08%	171
2014 Q3	$3.6M	Sell	240,522 -22,814	-9%	-$359K	0.07%	192
2014 Q2	$4.54M	Buy	263,336 +104,694	+66%	+$1.71M	0.09%	174
2014 Q1	$2.31M	Buy	+158,642	New	+$2.19M	0.05%	236

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

O'Shaughnessy Asset Management's ACIC Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in American Coastal Insurance (ACIC) in Q2 2026: 132,976 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in ACIC as recently as Q2 2017.

O'Shaughnessy Asset Management first reported a position in ACIC in Q1 2014 and has held it in 14 quarters since. The position peaked at $4.54M in Q2 2014. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

O'Shaughnessy Asset Management held 132,976 shares of American Coastal Insurance worth $1.48M as of Q2 2026.
American Coastal Insurance was a new O'Shaughnessy Asset Management position in Q2 2026.
American Coastal Insurance made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1062 holding.
O'Shaughnessy Asset Management first reported a position in American Coastal Insurance in Q1 2014 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's American Coastal Insurance position peaked at $4.54M in Q2 2014.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.