BerganKDV Wealth Management’s Arch Capital ACGL Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$2.2M	Sell	29,403 -93	-0.3%	-$6.72K	0.22%	78
2023 Q1	$2M	Hold	29,496	–	–	0.21%	87
2022 Q4	$1.85M	Sell	29,496 -6,291	-18%	-$351K	0.2%	95
2022 Q3	$1.63M	Sell	35,787 -36	-0.1%	-$1.63K	0.2%	99
2022 Q2	$1.63M	Hold	35,823	–	–	0.19%	101
2022 Q1	$1.74M	Hold	35,823	–	–	0.19%	100
2021 Q4	$1.59M	Sell	35,823 -1,680	-4%	-$71.3K	0.17%	102
2021 Q3	$1.43M	Buy	37,503 +214	+0.6%	+$8.48K	0.16%	103
2021 Q2	$1.45M	Sell	37,289 -8,371	-18%	-$331K	0.17%	98
2021 Q1	$1.75M	Buy	45,660 +45,525	+33,722%	+$1.62M	0.23%	88
2020 Q4	$5K	Buy	135 +36	+36%	+$1.18K	﹤0.01%	649
2020 Q3	$3K	Hold	99	–	–	﹤0.01%	625
2020 Q2	$3K	Hold	99	–	–	﹤0.01%	680
2020 Q1	$3K	Hold	99	–	–	﹤0.01%	644
2019 Q4	$4K	Buy	+99	New	+$4.11K	﹤0.01%	639

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

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