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Brophy Wealth Management’s Arch Capital ACGL Stock Holding History

Brophy 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
2024
Q3 		$450K Buy
+4,021
New +$418K 0.16% 133

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Brophy Wealth Management's ACGL Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Arch Capital (ACGL) in Q3 2024: 4,021 shares worth $450K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings.

848 funds tracked by Wall St. Rank hold ACGL as of Q3 2024.

  • Brophy Wealth Management held 4,021 shares of Arch Capital worth $450K as of Q3 2024.
  • Arch Capital was a new Brophy Wealth Management position in Q3 2024.
  • Arch Capital made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #133 holding.
  • 848 funds tracked by Wall St. Rank held Arch Capital as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.