Evercore Wealth Management’s Arch Capital ACGL Stock Holding History

Evercore 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	–	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

Other funds holding ACGL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Evercore Wealth Management sold out of Arch Capital (ACGL) in Q2 2025, closing a stake of 3,450 shares — an estimated $332K sold.

Evercore Wealth Management first reported a position in ACGL in Q2 2013 and held it in 29 quarters. The position peaked at $430K in Q4 2013. 853 funds tracked by Wall St. Rank hold ACGL as of Q2 2025.

Evercore Wealth Management reported no remaining Arch Capital position as of Q2 2025 after selling out during the quarter.
Evercore Wealth Management sold 3,450 Arch Capital shares in Q2 2025, an estimated $332K.
Evercore Wealth Management first reported a position in Arch Capital in Q2 2013 and held it in 29 quarters.
Evercore Wealth Management's Arch Capital position peaked at $430K in Q4 2013.
853 funds tracked by Wall St. Rank held Arch Capital as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.