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Welch Group’s American Coastal Insurance ACIC Stock Holding History

Welch 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
2026
Q2 		$258K Hold
23,288
– – 0.01% 272
2026
Q1 		$262K Hold
23,288
– – 0.01% 250
2025
Q4 		$294K Hold
23,288
– – 0.01% 241
2025
Q3 		$265K Hold
23,288
– – 0.01% 248
2025
Q2 		$259K Hold
23,288
– – 0.01% 223
2025
Q1 		$269K Sell
23,288
-10,209
-30% -$124K 0.01% 213
2024
Q4 		$445K Hold
33,497
– – 0.02% 162
2024
Q3 		$378K Hold
33,497
– – 0.02% 177
2024
Q2 		$353K Hold
33,497
– – 0.02% 175
2024
Q1 		$358K Hold
33,497
– – 0.02% 156
2023
Q4 		$317K Hold
33,497
– – 0.02% 169
2023
Q3 		$247K Hold
33,497
– – 0.01% 178
2023
Q2 		$149K Hold
33,497
– – 0.01% 206
2023
Q1 		$94.5K Hold
33,497
– – 0.01% 206
2022
Q4 		$35.5K Hold
33,497
– – ﹤0.01% 213
2022
Q3 		$21K Hold
33,497
– – ﹤0.01% 176
2022
Q2 		$52K Hold
33,497
– – ﹤0.01% 197
2022
Q1 		$111K Hold
33,497
– – 0.01% 211
2021
Q4 		$145K Buy
+33,497
New +$144K 0.01% 212

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 $3.37T AUM 44.26% 1-Year Est. Return

Welch Group's ACIC Position: Q2 2026 in Review

Welch Group held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 23,288 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #272.

Welch Group first reported a position in ACIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $445K in Q4 2024. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Welch Group held 23,288 shares of American Coastal Insurance worth $258K as of Q2 2026.
  • Welch Group left its American Coastal Insurance share count unchanged in Q2 2026.
  • American Coastal Insurance made up 0.01% of Welch Group's portfolio in Q2 2026, its #272 holding.
  • Welch Group first reported a position in American Coastal Insurance in Q4 2021 and has held it in 19 quarters since.
  • Welch Group's American Coastal Insurance position peaked at $445K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.