CWP
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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

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Principal Financial Group
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Capital International Investors
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return