Clearstead Advisors’s Arch Capital ACGL Stock Holding History

Clearstead Advisors’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	$1.02M	Sell	10,594 -646	-6%	-$61.9K	0.01%	512
2025 Q4	$1.08M	Buy	11,240 +565	+5%	+$51.7K	0.01%	459
2025 Q3	$969K	Sell	10,675 -41	-0.4%	-$3.68K	0.01%	477
2025 Q2	$976K	Buy	10,716 +503	+5%	+$46.4K	0.01%	453
2025 Q1	$982K	Buy	10,213 +20	+0.2%	+$1.85K	0.02%	412
2024 Q4	$941K	Sell	10,193 -124	-1%	-$12.5K	0.01%	419
2024 Q3	$1.15M	Buy	10,317 +313	+3%	+$32.6K	0.02%	392
2024 Q2	$1.01M	Buy	10,004 +140	+1%	+$13.6K	0.02%	394
2024 Q1	$966K	Hold	9,864	–	–	0.05%	232
2023 Q4	$733K	Sell	9,864 -9,864	-50%	-$806K	0.04%	262
2023 Q3	$1.57M	Buy	19,728 +9,864	+100%	+$768K	0.05%	242
2023 Q2	$738K	Hold	9,864	–	–	0.04%	241
2023 Q1	$669K	Hold	9,864	–	–	0.05%	221
2022 Q4	$619K	Hold	9,864	–	–	0.05%	221
2022 Q3	$449K	Sell	9,864 -470	-5%	-$21.2K	0.04%	240
2022 Q2	$470K	Hold	10,334	–	–	0.04%	258
2022 Q1	$500K	Buy	10,334 +9,864	+2,099%	+$459K	0.03%	267
2021 Q4	$21K	Hold	470	–	–	﹤0.01%	811
2021 Q3	$18K	Buy	+470	New	+$18.6K	﹤0.01%	837

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