Advisor Partners II’s Arch Capital ACGL Stock Holding History

Advisor Partners II’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
2023 Q3	$1.58M	Buy	19,826 +10,628	+116%	+$827K	0.06%	338
2023 Q2	$688K	Buy	9,198 +2,706	+42%	+$196K	0.03%	491
2023 Q1	$441K	Buy	6,492 +1,654	+34%	+$109K	0.02%	596
2022 Q4	$304K	Buy	+4,838	New	+$270K	0.02%	680

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisor Partners II's ACGL Position: Q3 2023 in Review

Advisor Partners II increased its Arch Capital (ACGL) stake by 116% in Q3 2023, buying an estimated $827K and bringing the position to 19,826 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #338.

Advisor Partners II first reported a position in ACGL in Q4 2022 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold ACGL as of Q3 2023.

Advisor Partners II held 19,826 shares of Arch Capital worth $1.58M as of Q3 2023.
Advisor Partners II bought 10,628 Arch Capital shares in Q3 2023, an estimated $827K.
Arch Capital made up 0.06% of Advisor Partners II's portfolio in Q3 2023, its #338 holding.
Advisor Partners II first reported a position in Arch Capital in Q4 2022 and has held it in 4 quarters since.
684 funds tracked by Wall St. Rank held Arch Capital as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.