Annapolis Financial Services’s Arch Capital ACGL Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-2,365	Closed	-$176K	–	356
2023 Q4	$176K	Hold	2,365	–	–	0.04%	121
2023 Q3	$189K	Hold	2,365	–	–	0.05%	111
2023 Q2	$177K	Hold	2,365	–	–	0.05%	118
2023 Q1	$161K	Hold	2,365	–	–	0.05%	118
2022 Q4	$148K	Sell	2,365 -1,330	-36%	-$74.3K	0.05%	122
2022 Q3	$168K	Hold	3,695	–	–	0.06%	111
2022 Q2	$168K	Hold	3,695	–	–	0.06%	115
2022 Q1	$179K	Hold	3,695	–	–	0.06%	112
2021 Q4	$164K	Hold	3,695	–	–	0.05%	120
2021 Q3	$141K	Sell	3,695 -1,116	-23%	-$44.2K	0.05%	117
2021 Q2	$187K	Hold	4,811	–	–	0.06%	103
2021 Q1	$185K	Sell	4,811 -243	-5%	-$8.65K	0.07%	93
2020 Q4	$182K	Buy	+5,054	New	+$166K	0.07%	91

Other funds holding ACGL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Annapolis Financial Services's ACGL Position: Q1 2024 in Review

Annapolis Financial Services sold out of Arch Capital (ACGL) in Q1 2024, closing a stake of 2,365 shares — an estimated $176K sold.

Annapolis Financial Services first reported a position in ACGL in Q4 2020 and held it in 13 quarters. The position peaked at $189K in Q3 2023. 804 funds tracked by Wall St. Rank hold ACGL as of Q1 2024.

Annapolis Financial Services reported no remaining Arch Capital position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 2,365 Arch Capital shares in Q1 2024, an estimated $176K.
Annapolis Financial Services first reported a position in Arch Capital in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Arch Capital position peaked at $189K in Q3 2023.
804 funds tracked by Wall St. Rank held Arch Capital as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.