Concord Wealth Partners’s Arch Capital ACGL Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-24	Closed	-$2.22K	–	818
2024 Q4	$2.22K	Hold	24	–	–	﹤0.01%	703
2024 Q3	$2.69K	Buy	+24	New	+$2.5K	﹤0.01%	714
2023 Q4	–	Sell	-238	Closed	-$19K	–	806
2023 Q3	$19K	Hold	238	–	–	﹤0.01%	516
2023 Q2	$17.8K	Hold	238	–	–	﹤0.01%	519
2023 Q1	$16.2K	Hold	238	–	–	﹤0.01%	521
2022 Q4	$14.9K	Buy	+238	New	+$13.3K	﹤0.01%	578
2022 Q3	–	Sell	-238	Closed	-$11K	–	165
2022 Q2	$11K	Hold	238	–	–	﹤0.01%	662
2022 Q1	$12K	Hold	238	–	–	﹤0.01%	723
2021 Q4	$11K	Hold	238	–	–	﹤0.01%	750
2021 Q3	$9K	Sell	238 -120	-34%	-$4.75K	﹤0.01%	480
2021 Q2	$14K	Buy	358 +160	+81%	+$6.33K	﹤0.01%	565
2021 Q1	$8K	Buy	+198	New	+$7.05K	﹤0.01%	603

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's ACGL Position: Q1 2025 in Review

Concord Wealth Partners sold out of Arch Capital (ACGL) in Q1 2025, closing a stake of 24 shares — an estimated $2.22K sold.

Concord Wealth Partners first reported a position in ACGL in Q1 2021 and held it in 12 quarters. The position peaked at $19K in Q3 2023. 853 funds tracked by Wall St. Rank hold ACGL as of Q1 2025.

Concord Wealth Partners reported no remaining Arch Capital position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 24 Arch Capital shares in Q1 2025, an estimated $2.22K.
Concord Wealth Partners first reported a position in Arch Capital in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Arch Capital position peaked at $19K in Q3 2023.
853 funds tracked by Wall St. Rank held Arch Capital as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.