UBS AM’s American Coastal Insurance ACIC Stock Holding History

UBS AM’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	$10.2K	Hold	918	–	–	﹤0.01%	3270
2026 Q1	$10.3K	Buy	+918	New	+$10.3K	﹤0.01%	3296
2020 Q4	–	Sell	-14,725	Closed	-$89.2K	–	2550
2020 Q3	$89.2K	Hold	14,725	–	–	﹤0.01%	2469
2020 Q2	$115K	Hold	14,725	–	–	﹤0.01%	2443
2020 Q1	$136K	Sell	14,725 -933	-6%	-$9.4K	﹤0.01%	2362
2019 Q4	$197K	Sell	15,658 -10,705	-41%	-$136K	﹤0.01%	2479
2019 Q3	$369K	Buy	26,363 +14,991	+132%	+$193K	﹤0.01%	2385
2019 Q2	$162K	Hold	11,372	–	–	﹤0.01%	2588
2019 Q1	$181K	Buy	+11,372	New	+$184K	﹤0.01%	2488
2016 Q4	–	Sell	-12,733	Closed	-$216K	–	2498
2016 Q3	$216K	Hold	12,733	–	–	﹤0.01%	2428
2016 Q2	$209K	Buy	+12,733	New	+$217K	﹤0.01%	2423

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

UBS AM's ACIC Position: Q2 2026 in Review

UBS AM held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 918 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

UBS AM first reported a position in ACIC in Q2 2016 and has held it in 11 quarters since. The position peaked at $369K in Q3 2019. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

UBS AM held 918 shares of American Coastal Insurance worth $10.2K as of Q2 2026.
UBS AM left its American Coastal Insurance share count unchanged in Q2 2026.
American Coastal Insurance made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3270 holding.
UBS AM first reported a position in American Coastal Insurance in Q2 2016 and has held it in 11 quarters since.
UBS AM's American Coastal Insurance position peaked at $369K in Q3 2019.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.