Coury Firm Asset Management’s Arch Capital ACGL Stock Holding History

Coury Firm Asset 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
2023 Q3	$444K	Sell	5,565 -950	-15%	-$73.9K	0.71%	18
2023 Q2	$488K	Sell	6,515 -75	-1%	-$5.42K	0.7%	22
2023 Q1	$447K	Sell	6,590 -1,850	-22%	-$122K	0.63%	26
2022 Q4	$530K	Sell	8,440 -50	-0.6%	-$2.79K	0.79%	23
2022 Q3	$387K	Hold	8,490	–	–	0.58%	25
2022 Q2	$386K	Sell	8,490 -1,000	-11%	-$46.4K	0.51%	27
2022 Q1	$460K	Buy	9,490 +40	+0.4%	+$1.86K	0.4%	36
2021 Q4	$420K	Buy	+9,450	New	+$401K	0.32%	39

Other funds holding ACGL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Coury Firm Asset Management's ACGL Position: Q3 2023 in Review

Coury Firm Asset Management reduced its Arch Capital (ACGL) stake by 15% in Q3 2023, selling an estimated $73.9K and leaving 5,565 shares worth $444K. The position accounts for 0.71% of the portfolio, ranked #18.

Coury Firm Asset Management first reported a position in ACGL in Q4 2021 and has held it in 8 quarters since. The position peaked at $530K in Q4 2022. 685 funds tracked by Wall St. Rank hold ACGL as of Q3 2023.

Coury Firm Asset Management held 5,565 shares of Arch Capital worth $444K as of Q3 2023.
Coury Firm Asset Management sold 950 Arch Capital shares in Q3 2023, an estimated $73.9K.
Arch Capital made up 0.71% of Coury Firm Asset Management's portfolio in Q3 2023, its #18 holding.
Coury Firm Asset Management first reported a position in Arch Capital in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Arch Capital position peaked at $530K in Q4 2022.
685 funds tracked by Wall St. Rank held Arch Capital as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.