Equitable Trust’s Arch Capital ACGL Stock Holding History

Equitable Trust’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	$3.45M	Buy	35,900 +309	+0.9%	+$29.6K	0.16%	109
2025 Q4	$3.41M	Sell	35,591 -236	-0.7%	-$21.6K	0.15%	117
2025 Q3	$3.25M	Sell	35,827 -825	-2%	-$74K	0.15%	119
2025 Q2	$3.34M	Buy	36,652 +1,016	+3%	+$93.8K	0.17%	112
2025 Q1	$3.43M	Sell	35,636 -390	-1%	-$36K	0.19%	100
2024 Q4	$3.33M	Sell	36,026 -641	-2%	-$64.7K	0.19%	107
2024 Q3	$4.1M	Sell	36,667 -658	-2%	-$68.4K	0.26%	85
2024 Q2	$3.77M	Buy	37,325 +365	+1%	+$35.5K	0.26%	83
2024 Q1	$3.42M	Buy	36,960 +167	+0.5%	+$14.1K	0.24%	89
2023 Q4	$2.73M	Sell	36,793 -310	-0.8%	-$25.3K	0.21%	96
2023 Q3	$2.96M	Buy	37,103 +6,060	+20%	+$472K	0.24%	78
2023 Q2	$2.32M	Buy	+31,043	New	+$2.24M	0.18%	103

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