Beacon Financial Group’s Arch Capital ACGL Stock Holding History

Beacon Financial Group’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	-1,952	Closed	-$218K	–	325
2024 Q3	$218K	Buy	+1,952	New	+$203K	0.02%	305

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Beacon Financial Group's ACGL Position: Q4 2024 in Review

Beacon Financial Group sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 1,952 shares — an estimated $218K sold.

Beacon Financial Group first reported a position in ACGL in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 841 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

Beacon Financial Group reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
Beacon Financial Group sold 1,952 Arch Capital shares in Q4 2024, an estimated $218K.
Beacon Financial Group first reported a position in Arch Capital in Q3 2024 and held it in 1 quarter.
Beacon Financial Group's Arch Capital position peaked at $218K in Q3 2024.
841 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.