Evercore Wealth Management’s Arch Capital ACGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,450	Closed	-$332K	–	407
2025 Q1	$332K	Hold	3,450	–	–	0.01%	326
2024 Q4	$319K	Hold	3,450	–	–	﹤0.01%	334
2024 Q3	$386K	Hold	3,450	–	–	0.01%	306
2024 Q2	$348K	Hold	3,450	–	–	0.01%	323
2024 Q1	$319K	Hold	3,450	–	–	0.01%	333
2023 Q4	$256K	Hold	3,450	–	–	﹤0.01%	375
2023 Q3	$275K	Hold	3,450	–	–	0.01%	334
2023 Q2	$258K	Hold	3,450	–	–	﹤0.01%	362
2023 Q1	$234K	Hold	3,450	–	–	﹤0.01%	361
2022 Q4	$217K	Buy	+3,450	New	+$193K	﹤0.01%	379
2018 Q1	–	Sell	-4,620	Closed	-$140K	–	353
2017 Q4	$140K	Hold	4,620	–	–	0.01%	410
2017 Q3	$152K	Hold	4,620	–	–	0.01%	399
2017 Q2	$144K	Sell	4,620 -330	-7%	-$10.5K	0.01%	411
2017 Q1	$156K	Sell	4,950 -1,500	-23%	-$45.8K	0.01%	409
2016 Q4	$186K	Sell	6,450 -1,443	-18%	-$39.2K	0.01%	387
2016 Q3	$209K	Hold	7,893	–	–	0.01%	364
2016 Q2	$189K	Hold	7,893	–	–	0.01%	373
2016 Q1	$187K	Hold	7,893	–	–	0.01%	367
2015 Q4	$184K	Sell	7,893 -6,957	-47%	-$171K	0.01%	382
2015 Q3	$363K	Hold	14,850	–	–	0.02%	301
2015 Q2	$332K	Sell	14,850 -3,000	-17%	-$63.7K	0.02%	334
2015 Q1	$367K	Sell	17,850 -3,765	-17%	-$75.4K	0.02%	320
2014 Q4	$425K	Hold	21,615	–	–	0.02%	264
2014 Q3	$394K	Hold	21,615	–	–	0.02%	299
2014 Q2	$414K	Hold	21,615	–	–	0.02%	298
2014 Q1	$415K	Hold	21,615	–	–	0.02%	281
2013 Q4	$430K	Hold	21,615	–	–	0.02%	277
2013 Q3	$389K	Hold	21,615	–	–	0.02%	312
2013 Q2	$370K	Buy	+21,615	New	+$376K	0.02%	323