Carson Wealth (CWM LLC)
ACGL icon

Carson Wealth (CWM LLC)’s Arch Capital ACGL Stock Holding History

Carson Wealth (CWM LLC)’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 		$23.6M Sell
246,167
-21,916
-8% -$2.1M 0.06% 293
2025
Q4 		$25.7M Buy
268,083
+10,485
+4% +$959K 0.07% 250
2025
Q3 		$23.4M Buy
257,598
+3,499
+1% +$314K 0.07% 238
2025
Q2 		$23.1M Buy
254,099
+2,778
+1% +$256K 0.08% 212
2025
Q1 		$24.2M Sell
251,321
-2,996
-1% -$276K 0.1% 198
2024
Q4 		$23.5M Sell
254,317
-4,555
-2% -$460K 0.1% 186
2024
Q3 		$29M Sell
258,872
-13,520
-5% -$1.41M 0.12% 151
2024
Q2 		$27.5M Sell
272,392
-15,820
-5% -$1.54M 0.13% 147
2024
Q1 		$26.6M Buy
288,212
+2,958
+1% +$250K 0.13% 157
2023
Q4 		$21.2M Sell
285,254
-18,657
-6% -$1.52M 0.11% 177
2023
Q3 		$24.2M Buy
303,911
+1,229
+0.4% +$95.6K 0.15% 138
2023
Q2 		$22.7M Buy
302,682
+293,862
+3,332% +$21.2M 0.14% 143
2023
Q1 		$599K Buy
8,820
+803
+10% +$52.8K ﹤0.01% 833
2022
Q4 		$503K Buy
8,017
+754
+10% +$42.1K ﹤0.01% 813
2022
Q3 		$331K Buy
7,263
+5,560
+326% +$251K ﹤0.01% 877
2022
Q2 		$77K Buy
1,703
+545
+47% +$25.3K ﹤0.01% 1419
2022
Q1 		$56K Buy
1,158
+400
+53% +$18.6K ﹤0.01% 1552
2021
Q4 		$34K Buy
+758
New +$32.2K ﹤0.01% 1732
2021
Q2 		$18K Hold
469
– – ﹤0.01% 1827
2021
Q1 		$18K Hold
469
– – ﹤0.01% 1827
2020
Q4 		$18K Hold
469
– – ﹤0.01% 1827
2020
Q3 		$18K Hold
469
– – ﹤0.01% 1827
2020
Q2 		$18K Hold
469
– – ﹤0.01% 1827
2020
Q1 		$18K Hold
469
– – ﹤0.01% 1827
2019
Q4 		$18K Hold
469
– – ﹤0.01% 1827
2019
Q3 		$18K Hold
469
– – ﹤0.01% 1827
2019
Q2 		$18K Hold
469
– – ﹤0.01% 1827
2019
Q1 		$18K Buy
469
+442
+1,637% +$13.5K ﹤0.01% 1827
2018
Q4 		$1K Buy
+27
New +$747 ﹤0.01% 1825
2017
Q4 		– Sell
-54
Closed -$2K – 1439
2017
Q3 		$2K Buy
+54
New +$1.74K ﹤0.01% 1259

Other funds holding ACGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Arch Capital (ACGL) stake by 8.2% in Q1 2026, selling an estimated $2.1M and leaving 246,167 shares worth $23.6M. The position accounts for 0.06% of the portfolio, ranked #293.

Carson Wealth (CWM LLC) first reported a position in ACGL in Q3 2017 and has held it in 30 quarters since. The position peaked at $29M in Q3 2024. 917 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 246,167 shares of Arch Capital worth $23.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 21,916 Arch Capital shares in Q1 2026, an estimated $2.1M.
  • Arch Capital made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #293 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arch Capital in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Arch Capital position peaked at $29M in Q3 2024.
  • 917 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.