Advisor OS’s Arch Capital ACGL Stock Holding History

Advisor OS’s Portfolio ACGL Stock Details ACGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$304K	Buy	3,164 +232	+8%	+$22.2K	0.02%	420
2025 Q4	$281K	Buy	2,932 +182	+7%	+$16.7K	0.02%	394
2025 Q3	$250K	Sell	2,750 -35	-1%	-$3.14K	0.02%	401
2025 Q2	$254K	Sell	2,785 -4,271	-61%	-$394K	0.03%	385
2025 Q1	$679K	Buy	7,056 +1,380	+24%	+$127K	0.08%	180
2024 Q4	$524K	Sell	5,676 -898	-14%	-$90.6K	0.06%	219
2024 Q3	$736K	Buy	6,574 +379	+6%	+$39.4K	0.07%	203
2024 Q2	$625K	Buy	6,195 +197	+3%	+$19.2K	0.07%	216
2024 Q1	$554K	Buy	5,998 +302	+5%	+$25.5K	0.06%	222
2023 Q4	$423K	Buy	5,696 +506	+10%	+$41.4K	0.06%	224
2023 Q3	$414K	Buy	5,190 +682	+15%	+$53.1K	0.06%	199
2023 Q2	$337K	Buy	4,508 +254	+6%	+$18.4K	0.06%	227
2023 Q1	$289K	Buy	+4,254	New	+$280K	0.07%	197

Other funds holding ACGL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return