Avion Wealth’s Arch Capital ACGL Stock Holding History

Avion Wealth’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 Q1	$9K	Sell	94 -2	-2%	-$191	﹤0.01%	509
2025 Q4	$9K	Sell	96 -29	-23%	-$2.65K	﹤0.01%	502
2025 Q3	$11K	Buy	125 +9	+8%	+$807	﹤0.01%	447
2025 Q2	$10K	Buy	116 +58	+100%	+$5.35K	﹤0.01%	459
2025 Q1	$5K	Hold	58	–	–	﹤0.01%	520
2024 Q4	$5K	Sell	58 -4	-6%	-$404	﹤0.01%	519
2024 Q3	$6K	Sell	62 -6	-9%	-$624	﹤0.01%	467
2024 Q2	$6K	Buy	68 +16	+31%	+$1.56K	﹤0.01%	419
2024 Q1	$5K	Sell	52 -4	-7%	-$338	﹤0.01%	440
2023 Q4	$4K	Hold	56	–	–	﹤0.01%	416
2023 Q3	$4K	Buy	56 +20	+56%	+$1.56K	﹤0.01%	377
2023 Q2	$2K	Buy	36 +28	+350%	+$2.02K	﹤0.01%	450
2023 Q1	$0	Buy	+8	New	+$526	﹤0.01%	510

Other funds holding ACGL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return