Cape Investment Advisory’s Arch Capital ACGL Stock Holding History

Cape Investment Advisory’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 Q2	$6.12K	Buy	+63	New	+$5.94K	﹤0.01%	974
2026 Q1	–	Sell	-89	Closed	-$8.54K	–	234
2025 Q4	$8.54K	Buy	+89	New	+$8.14K	﹤0.01%	786
2025 Q3	–	Sell	-20	Closed	-$1.82K	–	852
2025 Q2	$1.82K	Sell	20 -1	-5%	-$92	﹤0.01%	956
2025 Q1	$2.02K	Hold	21	–	–	﹤0.01%	890
2024 Q4	$1.94K	Buy	21 +1	+5%	+$101	﹤0.01%	882
2024 Q3	$2.24K	Hold	20	–	–	﹤0.01%	811
2024 Q2	$2.02K	Hold	20	–	–	﹤0.01%	784
2024 Q1	$1.85K	Hold	20	–	–	﹤0.01%	778
2023 Q4	$1.49K	Hold	20	–	–	﹤0.01%	965
2023 Q3	$1.59K	Hold	20	–	–	﹤0.01%	806
2023 Q2	$1.5K	Sell	20 -370	-95%	-$26.8K	﹤0.01%	799
2023 Q1	$26.5K	Buy	+390	New	+$25.6K	0.02%	377

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cape Investment Advisory's ACGL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Arch Capital (ACGL) in Q2 2026: 63 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ACGL as recently as Q4 2025.

Cape Investment Advisory first reported a position in ACGL in Q1 2023 and has held it in 12 quarters since. The position peaked at $26.5K in Q1 2023. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Cape Investment Advisory held 63 shares of Arch Capital worth $6.12K as of Q2 2026.
Arch Capital was a new Cape Investment Advisory position in Q2 2026.
Arch Capital made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #974 holding.
Cape Investment Advisory first reported a position in Arch Capital in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Arch Capital position peaked at $26.5K in Q1 2023.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.