Berman Capital Advisors’s Arch Capital ACGL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$5K	Sell	138 -25	-15%	-$990	﹤0.01%	1404
2021 Q2	$6K	Buy	163 +19	+13%	+$752	﹤0.01%	1271
2021 Q1	$5K	Hold	144	–	–	﹤0.01%	1248
2020 Q4	$5K	Buy	144 +10	+7%	+$328	﹤0.01%	1120
2020 Q3	$3K	Hold	134	–	–	﹤0.01%	1160
2020 Q2	$3K	Sell	134 -370	-73%	-$10.2K	﹤0.01%	1102
2020 Q1	$14K	Buy	504 +85	+20%	+$3.44K	﹤0.01%	578
2019 Q4	$17K	Hold	419	–	–	﹤0.01%	575
2019 Q3	$17K	Hold	419	–	–	0.01%	548
2019 Q2	$15K	Hold	419	–	–	﹤0.01%	588
2019 Q1	$13K	Buy	419 +394	+1,576%	+$12K	﹤0.01%	568
2018 Q4	$0	Buy	+25	New	+$691	﹤0.01%	1115

Other funds holding ACGL

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Berman Capital Advisors's ACGL Position: Q3 2021 in Review

Berman Capital Advisors reduced its Arch Capital (ACGL) stake by 15% in Q3 2021, selling an estimated $990 and leaving 138 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Berman Capital Advisors first reported a position in ACGL in Q4 2018 and has held it in 12 quarters since. The position peaked at $17K in Q4 2019. 423 funds tracked by Wall St. Rank hold ACGL as of Q3 2021.

Berman Capital Advisors held 138 shares of Arch Capital worth $5K as of Q3 2021.
Berman Capital Advisors sold 25 Arch Capital shares in Q3 2021, an estimated $990.
Arch Capital made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1404 holding.
Berman Capital Advisors first reported a position in Arch Capital in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Arch Capital position peaked at $17K in Q4 2019.
423 funds tracked by Wall St. Rank held Arch Capital as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.