Atria Wealth Solutions’s Arch Capital ACGL Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-4,252	Closed	-$409K	–	1465
2025 Q1	$409K	Sell	4,252 -6,328	-60%	-$584K	﹤0.01%	1299
2024 Q4	$977K	Sell	10,580 -2,291	-18%	-$231K	0.01%	932
2024 Q3	$1.44M	Buy	12,871 +130	+1%	+$13.5K	0.02%	771
2024 Q2	$1.29M	Sell	12,741 -2,192	-15%	-$213K	0.01%	787
2024 Q1	$1.38M	Buy	14,933 +5,620	+60%	+$475K	0.02%	768
2023 Q4	$692K	Sell	9,313 -3,725	-29%	-$304K	0.01%	1044
2023 Q3	$1.04M	Buy	13,038 +4,151	+47%	+$323K	0.01%	795
2023 Q2	$665K	Buy	8,887 +5,677	+177%	+$410K	0.01%	1032
2023 Q1	$218K	Buy	+3,210	New	+$211K	﹤0.01%	1624

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 $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Atria Wealth Solutions's ACGL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Arch Capital (ACGL) in Q2 2025, closing a stake of 4,252 shares — an estimated $409K sold.

Atria Wealth Solutions first reported a position in ACGL in Q1 2023 and held it in 9 quarters. The position peaked at $1.44M in Q3 2024. 853 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

Atria Wealth Solutions reported no remaining Arch Capital position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 4,252 Arch Capital shares in Q2 2025, an estimated $409K.
Atria Wealth Solutions first reported a position in Arch Capital in Q1 2023 and held it in 9 quarters.
Atria Wealth Solutions's Arch Capital position peaked at $1.44M in Q3 2024.
853 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.