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Venturi Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-91
Closed -$1.23K – 565
2024
Q4 		$1.23K Hold
91
– – ﹤0.01% 1900
2024
Q3 		$1.03K Buy
+91
New +$1.02K ﹤0.01% 1777

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TCM
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ECP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return

Venturi Wealth Management's ACIC Position: Q1 2025 in Review

Venturi Wealth Management sold out of American Coastal Insurance (ACIC) in Q1 2025, closing a stake of 91 shares — an estimated $1.23K sold.

Venturi Wealth Management first reported a position in ACIC in Q3 2024 and held it in 2 quarters. The position peaked at $1.23K in Q4 2024. 120 funds tracked by Wall St. Rank hold ACIC as of Q1 2025.

  • Venturi Wealth Management reported no remaining American Coastal Insurance position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 91 American Coastal Insurance shares in Q1 2025, an estimated $1.23K.
  • Venturi Wealth Management first reported a position in American Coastal Insurance in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's American Coastal Insurance position peaked at $1.23K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.