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Baldwin Wealth Partners’s Arch Capital ACGL Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-214
Closed -$23.9K – 244
2024
Q3 		$23.9K Sell
214
-95
-31% -$9.88K ﹤0.01% 671
2024
Q2 		$31.2K Buy
309
+104
+51% +$10.1K ﹤0.01% 411
2024
Q1 		$18.9K Buy
205
+4
+2% +$338 ﹤0.01% 497
2023
Q4 		$14.9K Hold
201
– – ﹤0.01% 536
2023
Q3 		$16K Buy
201
+24
+14% +$1.87K ﹤0.01% 535
2023
Q2 		$13.2K Hold
177
– – ﹤0.01% 574
2023
Q1 		$12K Buy
+177
New +$11.6K ﹤0.01% 602

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Baldwin Wealth Partners's ACGL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 214 shares — an estimated $23.9K sold.

Baldwin Wealth Partners first reported a position in ACGL in Q1 2023 and held it in 7 quarters. The position peaked at $31.2K in Q2 2024. 845 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 214 Arch Capital shares in Q4 2024, an estimated $23.9K.
  • Baldwin Wealth Partners first reported a position in Arch Capital in Q1 2023 and held it in 7 quarters.
  • Baldwin Wealth Partners's Arch Capital position peaked at $31.2K in Q2 2024.
  • 845 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.