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

Principal 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
2021
Q3 		– Sell
-143,463
Closed -$818K – 2575
2021
Q2 		$818K Buy
143,463
+1,351
+1% +$8.26K ﹤0.01% 2092
2021
Q1 		$1.02M Sell
142,112
-139
-0.1% -$885 ﹤0.01% 1989
2020
Q4 		$814K Sell
142,251
-5,618
-4% -$28.4K ﹤0.01% 1989
2020
Q3 		$896K Sell
147,869
-6,230
-4% -$47.8K ﹤0.01% 1894
2020
Q2 		$1.21M Sell
154,099
-3,342
-2% -$27.1K ﹤0.01% 1797
2020
Q1 		$1.46M Sell
157,441
-6,513
-4% -$65.6K ﹤0.01% 1668
2019
Q4 		$2.07M Buy
163,954
+285
+0.2% +$3.62K ﹤0.01% 1721
2019
Q3 		$2.29M Sell
163,669
-9,510
-5% -$123K ﹤0.01% 1697
2019
Q2 		$2.47M Buy
173,179
+469
+0.3% +$7K ﹤0.01% 1696
2019
Q1 		$2.75M Sell
172,710
-1,778
-1% -$28.8K ﹤0.01% 1685
2018
Q4 		$2.9M Buy
174,488
+1,610
+0.9% +$30.6K ﹤0.01% 1652
2018
Q3 		$3.87M Buy
172,878
+13,030
+8% +$269K ﹤0.01% 1667
2018
Q2 		$3.13M Buy
159,848
+2,552
+2% +$50.6K ﹤0.01% 1694
2018
Q1 		$3.01M Buy
157,296
+3,742
+2% +$71.8K ﹤0.01% 1689
2017
Q4 		$2.65M Sell
153,554
-1,162
-0.8% -$18.9K ﹤0.01% 1716
2017
Q3 		$2.52M Buy
154,716
+18,155
+13% +$289K ﹤0.01% 1701
2017
Q2 		$2.15M Buy
136,561
+1,643
+1% +$25.7K ﹤0.01% 1731
2017
Q1 		$2.15M Buy
134,918
+2,370
+2% +$36.8K ﹤0.01% 1718
2016
Q4 		$2.01M Buy
132,548
+4,146
+3% +$59.4K ﹤0.01% 1715
2016
Q3 		$2.18M Buy
128,402
+2,275
+2% +$36.1K ﹤0.01% 1666
2016
Q2 		$2.07M Buy
126,127
+3,813
+3% +$64.9K ﹤0.01% 1648
2016
Q1 		$2.35M Buy
122,314
+4,705
+4% +$78.9K ﹤0.01% 1592
2015
Q4 		$2.01M Buy
117,609
+5,172
+5% +$89.1K ﹤0.01% 1644
2015
Q3 		$1.48M Buy
112,437
+10,476
+10% +$151K ﹤0.01% 1711
2015
Q2 		$1.58M Sell
101,961
-493
-0.5% -$8.49K ﹤0.01% 1727
2015
Q1 		$2.31M Buy
+102,454
New +$2.45M ﹤0.01% 1626

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's ACIC Position: Q3 2021 in Review

Principal Financial Group sold out of American Coastal Insurance (ACIC) in Q3 2021, closing a stake of 143,463 shares — an estimated $818K sold.

Principal Financial Group first reported a position in ACIC in Q1 2015 and held it in 26 quarters. The position peaked at $3.87M in Q3 2018. 84 funds tracked by Wall St. Rank hold ACIC as of Q3 2021.

  • Principal Financial Group reported no remaining American Coastal Insurance position as of Q3 2021 after selling out during the quarter.
  • Principal Financial Group sold 143,463 American Coastal Insurance shares in Q3 2021, an estimated $818K.
  • Principal Financial Group first reported a position in American Coastal Insurance in Q1 2015 and held it in 26 quarters.
  • Principal Financial Group's American Coastal Insurance position peaked at $3.87M in Q3 2018.
  • 84 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.