Integrated Wealth Concepts LLC
Position in ACIC — AMERICAN COASTAL INSURANCE Corp
CIK 1737109
WALTHAM, MA
Position in ACIC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,010
New position
Shares Held
0
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 135 holders
Holding Since
Jun 2026
1 quarter on record
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. ACIC ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in ACIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010 | 0 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||