Carson Wealth (CWM LLC)
ARX

Carson Wealth (CWM LLC)’s Accelerant Holdings ARX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARX Stock Details ARX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.1K Hold
6,666
– – ﹤0.01% 3373
2025
Q4 		$109K Buy
+6,666
New +$93.9K ﹤0.01% 2998

Other funds holding ARX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Accelerant Holdings (ARX) position steady in Q1 2026 at 6,666 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Carson Wealth (CWM LLC) first reported a position in ARX in Q4 2025 and has held it in 2 quarters since. The position peaked at $109K in Q4 2025. 107 funds tracked by Wall St. Rank hold ARX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,666 shares of Accelerant Holdings worth $89.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Accelerant Holdings share count unchanged in Q1 2026.
  • Accelerant Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3373 holding.
  • Carson Wealth (CWM LLC) first reported a position in Accelerant Holdings in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Accelerant Holdings position peaked at $109K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Accelerant Holdings as of Q1 2026.

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