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Cherry Tree Wealth Management’s Arch Capital ACGL Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-91
Closed -$8.75K – 607
2025
Q1 		$8.75K Buy
91
+75
+469% +$6.92K ﹤0.01% 446
2024
Q4 		$1.48K Buy
+16
New +$1.61K ﹤0.01% 554

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cherry Tree Wealth Management's ACGL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Arch Capital (ACGL) in Q2 2025, closing a stake of 91 shares — an estimated $8.75K sold.

Cherry Tree Wealth Management first reported a position in ACGL in Q4 2024 and held it in 2 quarters. The position peaked at $8.75K in Q1 2025. 852 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Arch Capital position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 91 Arch Capital shares in Q2 2025, an estimated $8.75K.
  • Cherry Tree Wealth Management first reported a position in Arch Capital in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Arch Capital position peaked at $8.75K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.