Avantax Advisory Services’s Arch Capital ACGL Stock Holding History

Avantax Advisory 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
2025 Q2	$2.6M	Buy	28,587 +2,235	+8%	+$206K	0.01%	677
2025 Q1	$2.53M	Buy	26,352 +3,382	+15%	+$312K	0.02%	649
2024 Q4	$2.12M	Buy	22,970 +1,036	+5%	+$105K	0.01%	686
2024 Q3	$2.45M	Buy	21,934 +1,796	+9%	+$187K	0.02%	605
2024 Q2	$2.03M	Buy	20,138 +11,604	+136%	+$1.13M	0.01%	657
2024 Q1	$789K	Buy	8,534 +1,045	+14%	+$88.4K	0.01%	843
2023 Q4	$556K	Buy	7,489 +867	+13%	+$70.9K	0.01%	940
2023 Q3	$528K	Buy	+6,622	New	+$515K	0.01%	923
2022 Q2	–	Sell	-5,473	Closed	-$266K	–	1300
2022 Q1	$266K	Sell	5,473 -26	-0.5%	-$1.21K	﹤0.01%	1060
2021 Q4	$244K	Buy	+5,499	New	+$233K	﹤0.01%	1074
2021 Q3	–	Sell	-10,691	Closed	-$416K	–	1177
2021 Q2	$416K	Buy	10,691 +1,893	+22%	+$74.9K	0.01%	770
2021 Q1	$335K	Buy	+8,798	New	+$313K	0.01%	763

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avantax Advisory Services's ACGL Position: Q2 2025 in Review

Avantax Advisory Services increased its Arch Capital (ACGL) stake by 8.5% in Q2 2025, buying an estimated $206K and bringing the position to 28,587 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #677.

Avantax Advisory Services first reported a position in ACGL in Q1 2021 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

Avantax Advisory Services held 28,587 shares of Arch Capital worth $2.6M as of Q2 2025.
Avantax Advisory Services bought 2,235 Arch Capital shares in Q2 2025, an estimated $206K.
Arch Capital made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #677 holding.
Avantax Advisory Services first reported a position in Arch Capital in Q1 2021 and has held it in 12 quarters since.
853 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.