13FPulse
中
AC

ACIC AMERICAN COASTAL INSURANCE C

2026Q2 · CUSIP 910710102 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
131
Institutions that reported holding it to the SEC
Net decrease in holders
18
Last quarter 149 → now 131
How unusual is that
Bottom 20%
Stronger than only 8% of US stocks
What the filings say, in one paragraph

131 funds held ACIC at the end of 2026Q2, down 18 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $331M(YoY +3.3%), the P/E is 4.6x, return on equity is 29.4%. ACIC has had 8 buying rushes in its history, and the price moved +9.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=34 2013Q4: holders=48 2014Q1: holders=79 2014Q2: holders=102 2014Q3: holders=110 2014Q4: holders=115 2015Q1: holders=129 2015Q2: holders=128 2015Q3: holders=104 2015Q4: holders=107 2016Q1: holders=120 2016Q2: holders=130 2016Q3: holders=130 2016Q4: holders=129 2017Q1: holders=133 2017Q2: holders=115 2017Q3: holders=117 2017Q4: holders=117 2018Q1: holders=118 2018Q2: holders=114 2018Q3: holders=117 2018Q4: holders=117 2019Q1: holders=112 2019Q2: holders=116 2019Q3: holders=124 2019Q4: holders=115 2020Q1: holders=105 2020Q2: holders=98 2020Q3: holders=94 2020Q4: holders=90 2021Q1: holders=88 2021Q2: holders=89 2021Q3: holders=83 2021Q4: holders=90 2022Q1: holders=82 2022Q2: holders=63 2022Q3: holders=46 2022Q4: holders=40 2023Q1: holders=36 2023Q2: holders=48 2023Q3: holders=67 2023Q4: holders=74 2024Q1: holders=93 2024Q2: holders=106 2024Q3: holders=106 2024Q4: holders=109 2025Q1: holders=120 2025Q2: holders=124 2025Q3: holders=129 2025Q4: holders=138 2026Q1: holders=149 2026Q2: holders=131 -31 -15.5 +0 +15.5 +31 3094157 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q1 Top 20% — —
2023Q3 Top 10% — —
2023Q2 Top 20% — —
2016Q1 Top 20% -16.3% -23.3%
2015Q1 Top 20% -11.1% +16.9%
2014Q3 Top 20% +23.0% -16.0%
2014Q2 Top 10% +16.7% +58.9%
2014Q1 Top 5% -4.2% +11.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
71
Change in large funds
-5
Total value they hold
$172M
Funds buying for the first time
18
Funds that sold out entirely
36
Price change that quarter
-15.4%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
4.6
EPS (TTM)
$2.02
EPS YoY
+23.9%
Revenue (TTM)
$0.3B
Revenue YoY
+3.3%
Net margin
30.3%
ROE
29.4%
Debt ratio
72.6%
FCF (TTM)
-$31M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.33 2021-12-31: EPS -0.06 2022-03-31: EPS -0.77 2022-06-30: EPS -1.60 2022-09-30: EPS -1.65 2022-12-31: EPS -6.89 2023-03-31: EPS 6.14 2023-06-30: EPS 0.41 2023-09-30: EPS 0.24 2023-12-31: EPS 0.19 2024-03-31: EPS 0.48 2024-06-30: EPS 0.39 2024-09-30: EPS 0.57 2024-12-31: EPS 0.10 2025-03-31: EPS 0.43 2025-06-30: EPS 0.53 2025-09-30: EPS 0.65 2025-12-31: EPS 0.54 2026-03-31: EPS 0.39 2026-06-30: EPS 0.44 0M 121M 241M $M -7.58 -0.41 6.75 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 6 2 5 9 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-187M-6M176M 20162017201820192020202120222023202420252026
Latest quarter $-6M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.