AMJ Financial Wealth Management’s Arch Capital ACGL Stock Holding History

AMJ Financial 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
2025 Q1	–	Sell	-32,978	Closed	-$3.05M	–	85
2024 Q4	$3.05M	Sell	32,978 -1,271	-4%	-$128K	0.84%	40
2024 Q3	$3.83M	Sell	34,249 -759	-2%	-$78.9K	1.1%	36
2024 Q2	$3.53M	Buy	35,008 +502	+1%	+$48.8K	1.09%	36
2024 Q1	$3.19M	Sell	34,506 -37,871	-52%	-$3.2M	1.07%	34
2023 Q4	$5.38M	Buy	72,377 +6,586	+10%	+$538K	2.26%	21
2023 Q3	$5.24M	Buy	65,791 +4,044	+7%	+$315K	2.42%	22
2023 Q2	$4.62M	Buy	61,747 +10,166	+20%	+$735K	2.03%	24
2023 Q1	$3.5M	Buy	+51,581	New	+$3.39M	2.25%	17

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AMJ Financial Wealth Management's ACGL Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Arch Capital (ACGL) in Q1 2025, closing a stake of 32,978 shares — an estimated $3.05M sold.

AMJ Financial Wealth Management first reported a position in ACGL in Q1 2023 and held it in 8 quarters. The position peaked at $5.38M in Q4 2023. 849 funds tracked by Wall St. Rank hold ACGL as of Q1 2025.

AMJ Financial Wealth Management reported no remaining Arch Capital position as of Q1 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 32,978 Arch Capital shares in Q1 2025, an estimated $3.05M.
AMJ Financial Wealth Management first reported a position in Arch Capital in Q1 2023 and held it in 8 quarters.
AMJ Financial Wealth Management's Arch Capital position peaked at $5.38M in Q4 2023.
849 funds tracked by Wall St. Rank held Arch Capital as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.