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True Wealth Design’s American Coastal Insurance ACIC Stock Holding History

True Wealth Design’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 		$100 Hold
9
– – ﹤0.01% 2540
2026
Q1 		$102 Sell
9
-15
-63% -$168 ﹤0.01% 2464
2025
Q4 		$304 Hold
24
– – ﹤0.01% 2118
2025
Q3 		$274 Buy
+24
New +$261 ﹤0.01% 2219

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 $3.38T AUM 44.17% 1-Year Est. Return

True Wealth Design's ACIC Position: Q2 2026 in Review

True Wealth Design held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 9 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

True Wealth Design first reported a position in ACIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $304 in Q4 2025. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • True Wealth Design held 9 shares of American Coastal Insurance worth $100 as of Q2 2026.
  • True Wealth Design left its American Coastal Insurance share count unchanged in Q2 2026.
  • American Coastal Insurance made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2540 holding.
  • True Wealth Design first reported a position in American Coastal Insurance in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's American Coastal Insurance position peaked at $304 in Q4 2025.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.