Covestor’s Arch Capital ACGL Stock Holding History

Covestor’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 Q1	$117K	Sell	1,217 -963	-44%	-$92.2K	0.08%	228
2025 Q4	$209K	Sell	2,180 -256	-11%	-$23.4K	0.11%	200
2025 Q3	$221K	Buy	2,436 +899	+58%	+$80.6K	0.12%	171
2025 Q2	$140K	Sell	1,537 -804	-34%	-$74.2K	0.08%	353
2025 Q1	$225K	Buy	2,341 +741	+46%	+$68.4K	0.15%	119
2024 Q4	$148K	Buy	1,600 +214	+15%	+$21.6K	0.09%	294
2024 Q3	$155K	Buy	1,386 +59	+4%	+$6.14K	0.1%	283
2024 Q2	$134K	Sell	1,327 -750	-36%	-$72.9K	0.09%	321
2024 Q1	$192K	Buy	2,077 +965	+87%	+$81.6K	0.12%	177
2023 Q4	$83K	Buy	1,112 +213	+24%	+$17.4K	0.06%	605
2023 Q3	$72K	Buy	899 +696	+343%	+$54.2K	0.05%	595
2023 Q2	$15K	Sell	203 -1	-0.5%	-$72	0.01%	1247
2023 Q1	$14K	Sell	204 -8	-4%	-$526	0.01%	1132
2022 Q4	$13K	Sell	212 -950	-82%	-$53K	0.01%	1181
2022 Q3	$53K	Buy	1,162 +1,129	+3,421%	+$51K	0.05%	671
2022 Q2	$2K	Sell	33 -1,130	-97%	-$52.4K	﹤0.01%	1581
2022 Q1	$56K	Buy	1,163 +1,140	+4,957%	+$53K	0.04%	766
2021 Q4	$1K	Buy	+23	New	+$976	﹤0.01%	1605

Other funds holding ACGL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return