Concurrent Investment Advisors’s Arch Capital ACGL Stock Holding History

Concurrent Investment 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 Q2	$214K	Sell	2,201 -379	-15%	-$35.7K	﹤0.01%	1907
2026 Q1	$248K	Sell	2,580 -530	-17%	-$50.7K	﹤0.01%	1612
2025 Q4	$298K	Buy	+3,110	New	+$285K	﹤0.01%	1415
2024 Q4	–	Sell	-2,028	Closed	-$227K	–	1121
2024 Q3	$227K	Buy	+2,028	New	+$211K	0.01%	890
2024 Q2	–	Sell	-8,714	Closed	-$806K	–	991
2024 Q1	$806K	Buy	8,714 +1,113	+15%	+$94.1K	0.03%	423
2023 Q4	$565K	Buy	+7,601	New	+$621K	0.03%	473

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concurrent Investment Advisors's ACGL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Arch Capital (ACGL) stake by 15% in Q2 2026, selling an estimated $35.7K and leaving 2,201 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Concurrent Investment Advisors first reported a position in ACGL in Q4 2023 and has held it in 6 quarters since. The position peaked at $806K in Q1 2024. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Concurrent Investment Advisors held 2,201 shares of Arch Capital worth $214K as of Q2 2026.
Concurrent Investment Advisors sold 379 Arch Capital shares in Q2 2026, an estimated $35.7K.
Arch Capital made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1907 holding.
Concurrent Investment Advisors first reported a position in Arch Capital in Q4 2023 and has held it in 6 quarters since.
Concurrent Investment Advisors's Arch Capital position peaked at $806K in Q1 2024.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.