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Congress Wealth Management’s Arch Capital ACGL Stock Holding History

Congress 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 		$282K Buy
3,098
+189
+6% +$17.4K ﹤0.01% 1083
2025
Q1 		$279K Buy
+2,909
New +$268K ﹤0.01% 953

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 $3.37T AUM 44.26% 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

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

Congress Wealth Management increased its Arch Capital (ACGL) stake by 6.5% in Q2 2025, buying an estimated $17.4K and bringing the position to 3,098 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Congress Wealth Management first reported a position in ACGL in Q1 2025 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

  • Congress Wealth Management held 3,098 shares of Arch Capital worth $282K as of Q2 2025.
  • Congress Wealth Management bought 189 Arch Capital shares in Q2 2025, an estimated $17.4K.
  • Arch Capital made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1083 holding.
  • Congress Wealth Management first reported a position in Arch Capital in Q1 2025 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

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