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Summit Securities Group’s American Coastal Insurance ACIC Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-34
Closed – – 605
2024
Q3 		$0 Buy
+34
New +$380 ﹤0.01% 531
2024
Q2 		– Sell
-1,589
Closed -$17K – 555
2024
Q1 		$17K Sell
1,589
-3,987
-72% -$45.1K ﹤0.01% 316
2023
Q4 		$53K Buy
+5,576
New +$44.9K ﹤0.01% 392

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Securities Group's ACIC Position: Q4 2024 in Review

Summit Securities Group sold out of American Coastal Insurance (ACIC) in Q4 2024, closing a stake of 34 shares.

Summit Securities Group first reported a position in ACIC in Q4 2023 and held it in 3 quarters. The position peaked at $53K in Q4 2023. 109 funds tracked by Wall St. Rank hold ACIC as of Q4 2024.

  • Summit Securities Group reported no remaining American Coastal Insurance position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 34 American Coastal Insurance shares in Q4 2024.
  • Summit Securities Group first reported a position in American Coastal Insurance in Q4 2023 and held it in 3 quarters.
  • Summit Securities Group's American Coastal Insurance position peaked at $53K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.