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Burkett Financial Services’s Arch Capital ACGL Stock Holding History

Burkett Financial Services’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
2026
Q3 		$3.23K Hold
35
– – ﹤0.01% 339
2026
Q2 		$3.4K Buy
+35
New +$3.3K ﹤0.01% 221

Other funds holding ACGL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Burkett Financial Services's ACGL Position: Q3 2026 in Review

Burkett Financial Services held its Arch Capital (ACGL) position steady in Q3 2026 at 35 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Burkett Financial Services first reported a position in ACGL in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.4K in Q2 2026. 33 funds tracked by Wall St. Rank hold ACGL as of Q3 2026.

  • Burkett Financial Services held 35 shares of Arch Capital worth $3.23K as of Q3 2026.
  • Burkett Financial Services left its Arch Capital share count unchanged in Q3 2026.
  • Arch Capital made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #339 holding.
  • Burkett Financial Services first reported a position in Arch Capital in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Arch Capital position peaked at $3.4K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Arch Capital as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.