AE Wealth Management’s Arch Capital ACGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Buy |
11,325
+1,246
| +12% | +$119K | 0.01% | 818 |
|
|
2025
Q4 | $967K | Buy |
10,079
+1,630
| +19% | +$149K | 0.01% | 814 |
|
|
2025
Q3 | $767K | Buy |
8,449
+1,740
| +26% | +$156K | ﹤0.01% | 823 |
|
|
2025
Q2 | $611K | Buy |
6,709
+78
| +1% | +$7.2K | ﹤0.01% | 854 |
|
|
2025
Q1 | $638K | Buy |
6,631
+3,250
| +96% | +$300K | 0.01% | 845 |
|
|
2024
Q4 | $312K | Buy |
3,381
+571
| +20% | +$57.6K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $314K | Buy |
2,810
+267
| +10% | +$27.8K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $257K | Buy |
2,543
+336
| +15% | +$32.7K | ﹤0.01% | 1080 |
|
|
2024
Q1 | $204K | Sell |
2,207
-7,960
| -78% | -$673K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $812K | Buy |
10,167
+1,404
| +16% | +$115K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $698K | Buy |
+8,763
| New | +$682K | ﹤0.01% | 1233 |
|
|
2023
Q2 | – | Sell |
-11,834
| Closed | -$803K | – | 1891 |
|
|
2023
Q1 | $803K | Buy |
11,834
+2,555
| +28% | +$168K | 0.01% | 1131 |
|
|
2022
Q4 | $583K | Sell |
9,279
-280
| -3% | -$15.6K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $435K | Buy |
9,559
+601
| +7% | +$27.2K | ﹤0.01% | 1328 |
|
|
2022
Q2 | $407K | Sell |
8,958
-1
| -0% | -$46 | ﹤0.01% | 1307 |
|
|
2022
Q1 | $434K | Buy |
8,959
+873
| +11% | +$40.6K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $359K | Sell |
8,086
-113
| -1% | -$4.79K | ﹤0.01% | 1381 |
|
|
2021
Q3 | $313K | Sell |
8,199
-1,344
| -14% | -$53.2K | ﹤0.01% | 1348 |
|
|
2021
Q2 | $372K | Buy |
9,543
+675
| +8% | +$26.7K | ﹤0.01% | 1252 |
|
|
2021
Q1 | $340K | Sell |
8,868
-1,323
| -13% | -$47.1K | ﹤0.01% | 1206 |
|
|
2020
Q4 | $368K | Buy |
10,191
+1,617
| +19% | +$53.1K | ﹤0.01% | 1065 |
|
|
2020
Q3 | $251K | Buy |
+8,574
| New | +$261K | ﹤0.01% | 1102 |
|
Other funds holding ACGL
VCM
VPM
