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Compass Wealth Management’s Arch Capital ACGL Stock Holding History

Compass 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
-803
Closed -$77.2K – 154
2025
Q1 		$77.2K Hold
803
– – 0.02% 211
2024
Q4 		$74.2K Hold
803
– – 0.02% 211
2024
Q3 		$89.8K Hold
803
– – 0.02% 208
2024
Q2 		$81K Hold
803
– – 0.02% 214
2024
Q1 		$74.2K Hold
803
– – 0.02% 217
2023
Q4 		$59.6K Hold
803
– – 0.02% 233
2023
Q3 		$64K Hold
803
– – 0.02% 215
2023
Q2 		$60.1K Hold
803
– – 0.02% 228
2023
Q1 		$54.5K Hold
803
– – 0.02% 232
2022
Q4 		$50.4K Buy
+803
New +$44.8K 0.02% 231

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compass Wealth Management's ACGL Position: Q2 2025 in Review

Compass Wealth Management sold out of Arch Capital (ACGL) in Q2 2025, closing a stake of 803 shares — an estimated $77.2K sold.

Compass Wealth Management first reported a position in ACGL in Q4 2022 and held it in 10 quarters. The position peaked at $89.8K in Q3 2024. 855 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

  • Compass Wealth Management reported no remaining Arch Capital position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 803 Arch Capital shares in Q2 2025, an estimated $77.2K.
  • Compass Wealth Management first reported a position in Arch Capital in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Arch Capital position peaked at $89.8K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.