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 $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BerganKDV Wealth Management's ACGL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Arch Capital (ACGL) stake by 0.32% in Q2 2023, selling an estimated $6.72K and leaving 29,403 shares worth $2.2M. The position accounts for 0.22% of the portfolio, ranked #78.

BerganKDV Wealth Management first reported a position in ACGL in Q4 2019 and has held it in 15 quarters since. 669 funds tracked by Wall St. Rank hold ACGL as of Q2 2023.

BerganKDV Wealth Management held 29,403 shares of Arch Capital worth $2.2M as of Q2 2023.
BerganKDV Wealth Management sold 93 Arch Capital shares in Q2 2023, an estimated $6.72K.
Arch Capital made up 0.22% of BerganKDV Wealth Management's portfolio in Q2 2023, its #78 holding.
BerganKDV Wealth Management first reported a position in Arch Capital in Q4 2019 and has held it in 15 quarters since.
669 funds tracked by Wall St. Rank held Arch Capital as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.