Burney Company’s Arch Capital ACGL Stock Holding History

Burney Company’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 Q1	$240K	Sell	2,503 -2,040	-45%	-$195K	0.01%	544
2025 Q4	$436K	Sell	4,543 -1,224	-21%	-$112K	0.01%	452
2025 Q3	$523K	Sell	5,767 -2,859	-33%	-$256K	0.02%	412
2025 Q2	$785K	Sell	8,626 -81,600	-90%	-$7.53M	0.03%	341
2025 Q1	$8.68M	Sell	90,226 -1,488	-2%	-$137K	0.32%	79
2024 Q4	$8.47M	Sell	91,714 -1,052	-1%	-$106K	0.3%	79
2024 Q3	$10.4M	Buy	92,766 +79,925	+622%	+$8.31M	0.37%	72
2024 Q2	$1.3M	Buy	12,841 +9,781	+320%	+$951K	0.05%	286
2024 Q1	$283K	Sell	3,060 -425	-12%	-$35.9K	0.01%	531
2023 Q4	$259K	Buy	+3,485	New	+$285K	0.01%	521
2015 Q2	–	Sell	-16,260	Closed	-$314K	–	398
2015 Q1	$314K	Buy	+16,260	New	+$326K	0.02%	329
2014 Q1	–	Sell	-78,225	Closed	-$1.56M	–	397
2013 Q4	$1.56M	Sell	78,225 -4,725	-6%	-$90.7K	0.15%	163
2013 Q3	$1.5M	Sell	82,950 -6,990	-8%	-$125K	0.17%	154
2013 Q2	$1.54M	Buy	+89,940	New	+$1.57M	0.19%	136

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return