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Carolina Wealth Advisors’s Arch Capital ACGL Stock Holding History

Carolina Wealth 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
2025
Q3 		– Sell
-45
Closed -$4.1K – 234
2025
Q2 		$4.1K Hold
45
– – ﹤0.01% 194
2025
Q1 		$4.33K Hold
45
– – ﹤0.01% 200
2024
Q4 		$4.16K Hold
45
– – ﹤0.01% 210
2024
Q3 		$5.04K Buy
+45
New +$4.68K ﹤0.01% 229

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolina Wealth Advisors's ACGL Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Arch Capital (ACGL) in Q3 2025, closing a stake of 45 shares — an estimated $4.1K sold.

Carolina Wealth Advisors first reported a position in ACGL in Q3 2024 and held it in 4 quarters. The position peaked at $5.04K in Q3 2024. 842 funds tracked by Wall St. Rank hold ACGL as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Arch Capital position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 45 Arch Capital shares in Q3 2025, an estimated $4.1K.
  • Carolina Wealth Advisors first reported a position in Arch Capital in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Arch Capital position peaked at $5.04K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Arch Capital as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.