AWM
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AE Wealth Management’s Arch Capital ACGL Stock Holding History

AE Wealth Management’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
Q2 		$862K Sell
8,883
-2,442
-22% -$230K ﹤0.01% 976
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's ACGL Position: Q2 2026 in Review

AE Wealth Management reduced its Arch Capital (ACGL) stake by 22% in Q2 2026, selling an estimated $230K and leaving 8,883 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

AE Wealth Management first reported a position in ACGL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • AE Wealth Management held 8,883 shares of Arch Capital worth $862K as of Q2 2026.
  • AE Wealth Management sold 2,442 Arch Capital shares in Q2 2026, an estimated $230K.
  • Arch Capital made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #976 holding.
  • AE Wealth Management first reported a position in Arch Capital in Q3 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Arch Capital position peaked at $1.09M in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.