Chevy Chase Trust

Chevy Chase Trust’s Arch Capital ACGL Stock Holding History

Chevy Chase Trust’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	$17.2M	Sell	179,006 -6,969	-4%	-$667K	0.05%	297
2025 Q4	$17.8M	Sell	185,975 -5,918	-3%	-$541K	0.05%	295
2025 Q3	$17.4M	Sell	191,893 -7,442	-4%	-$667K	0.05%	292
2025 Q2	$18.1M	Buy	199,335 +488	+0.2%	+$45K	0.05%	280
2025 Q1	$19.1M	Sell	198,847 -29	-0%	-$2.68K	0.06%	263
2024 Q4	$18.4M	Sell	198,876 -4,175	-2%	-$421K	0.06%	277
2024 Q3	$22.7M	Sell	203,051 -3,373	-2%	-$351K	0.07%	237
2024 Q2	$20.8M	Sell	206,424 -1,265	-0.6%	-$123K	0.07%	244
2024 Q1	$19.2M	Sell	207,689 -2,968	-1%	-$251K	0.06%	268
2023 Q4	$15.6M	Sell	210,657 -1,181	-0.6%	-$96.5K	0.06%	297
2023 Q3	$16.9M	Sell	211,838 -4,609	-2%	-$359K	0.07%	266
2023 Q2	$16.2M	Sell	216,447 -693	-0.3%	-$50.1K	0.06%	288
2023 Q1	$14.7M	Buy	217,140 +1,905	+0.9%	+$125K	0.06%	302
2022 Q4	$13.5M	Buy	+215,235	New	+$12M	0.06%	308
2022 Q3	–	Sell	-4,550	Closed	-$207K	–	631
2022 Q2	$207K	Buy	+4,550	New	+$211K	﹤0.01%	624
2020 Q1	–	Sell	-150	Closed	-$6K	–	635
2019 Q4	$6K	Buy	+150	New	+$6.22K	﹤0.01%	1089

Other funds holding ACGL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return