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What smart money is saying about American Coastal InsuranceUnited States flag

ACIC · Financial Services · Insurance - Property & Casualty · Market cap $623M

1 fund in our archive has pitched American Coastal Insurance, most recently Symmetry in March 2025.

Company profile

American Coastal Insurance Corporation operates as a property and casualty insurance holding company that sources, writes, and services residential personal and commercial property, and casualty insurance policies in the United States. The company offers structure, content, and liability coverage for standard single-family homeowners, renters, and condominium unit owners. It also provides commercial multi-peril property insurance for residential condominium associations and apartments, as well as loss or damage to buildings, inventory, and equipment caused by fire, wind, hail, water, theft, and vandalism. In addition, the company offers equipment breakdown, identity theft, cyber security, and flood policies. The company markets and distributes its products through a network of independent agencies. The company was formerly known as United Insurance Holdings Corp. and changed its name to American Coastal Insurance Corporation in August 2023. American Coastal Insurance Corporation was founded in 1999 and is headquartered in Saint Petersburg, Florida.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q1 2025 and Q3 2026, 1 fund letter reported a position in American Coastal Insurance, with 1 buy (opened or added).

Fund letters reporting a position in American Coastal Insurance, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q1 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

  • “The fund also added to Floridan specialty insurer American Coastal Insurance following an overblown negative stock reaction to their 2Q26 combined ratio result, funded by a trim to French reinsurer Scor following its outperformance despite our concern the reinsurance pricing impulse is broadly weakening following a period of higher industry profits and due to less weather linked natural disasters.”
    American Coastal Insurance

Fund coverage · 1 thesis

  • Symmetry
    March 2025

    American Coastal Insurance is a market leader in Florida's insurance sector, specializing in garden-style apartments and demonstrating consistent profitability even during hurricanes, with a strong business model and attractive valuation.

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