Cassaday & Co Wealth Management’s Arch Capital ACGL Stock Holding History

Cassaday & Co Wealth Management’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	$347K	Sell	3,573 -449	-11%	-$42.3K	0.01%	280
2026 Q1	$386K	Buy	4,022 +164	+4%	+$15.7K	0.01%	252
2025 Q4	$370K	Buy	3,858 +3	+0.1%	+$274	0.01%	258
2025 Q3	$350K	Sell	3,855 -49	-1%	-$4.39K	0.01%	254
2025 Q2	$355K	Buy	3,904 +44	+1%	+$4.06K	0.01%	243
2025 Q1	$371K	Buy	3,860 +39	+1%	+$3.6K	0.01%	227
2024 Q4	$353K	Buy	3,821 +251	+7%	+$25.3K	0.01%	234
2024 Q3	$399K	Sell	3,570 -9	-0.3%	-$936	0.01%	205
2024 Q2	$361K	Buy	3,579 +9	+0.3%	+$875	0.01%	208
2024 Q1	$330K	Hold	3,570	–	–	0.01%	212
2023 Q4	$265K	Hold	3,570	–	–	0.01%	225
2023 Q3	$285K	Hold	3,570	–	–	0.01%	198
2023 Q2	$267K	Hold	3,570	–	–	0.01%	208
2023 Q1	$242K	Hold	3,570	–	–	0.01%	227
2022 Q4	$224K	Buy	+3,570	New	+$199K	0.01%	227

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

Cassaday & Co Wealth Management's ACGL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Arch Capital (ACGL) stake by 11% in Q2 2026, selling an estimated $42.3K and leaving 3,573 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #280.

Cassaday & Co Wealth Management first reported a position in ACGL in Q4 2022 and has held it in 15 quarters since. The position peaked at $399K in Q3 2024. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Cassaday & Co Wealth Management held 3,573 shares of Arch Capital worth $347K as of Q2 2026.
Cassaday & Co Wealth Management sold 449 Arch Capital shares in Q2 2026, an estimated $42.3K.
Arch Capital made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #280 holding.
Cassaday & Co Wealth Management first reported a position in Arch Capital in Q4 2022 and has held it in 15 quarters since.
Cassaday & Co Wealth Management's Arch Capital position peaked at $399K in Q3 2024.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.