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Everhart Financial Group’s Arch Capital ACGL Stock Holding History

Everhart Financial Group’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
Q2 		$719K Sell
7,410
-1,312
-15% -$124K 0.05% 223
2026
Q1 		$837K Buy
8,722
+766
+10% +$73.3K 0.07% 206
2025
Q4 		$763K Buy
7,956
+630
+9% +$57.6K 0.07% 200
2025
Q3 		$665K Buy
7,326
+503
+7% +$45.1K 0.07% 210
2025
Q2 		$621K Buy
6,823
+457
+7% +$42.2K 0.07% 199
2025
Q1 		$612K Buy
6,366
+861
+16% +$79.5K 0.08% 168
2024
Q4 		$508K Sell
5,505
-848
-13% -$85.6K 0.1% 186
2024
Q3 		$711K Buy
6,353
+861
+16% +$89.5K 0.16% 147
2024
Q2 		$554K Buy
5,492
+1,475
+37% +$143K 0.14% 148
2024
Q1 		$371K Buy
+4,017
New +$340K 0.11% 191

Other funds holding ACGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Everhart Financial Group's ACGL Position: Q2 2026 in Review

Everhart Financial Group reduced its Arch Capital (ACGL) stake by 15% in Q2 2026, selling an estimated $124K and leaving 7,410 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #223.

Everhart Financial Group first reported a position in ACGL in Q1 2024 and has held it in 10 quarters since. The position peaked at $837K in Q1 2026. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Everhart Financial Group held 7,410 shares of Arch Capital worth $719K as of Q2 2026.
  • Everhart Financial Group sold 1,312 Arch Capital shares in Q2 2026, an estimated $124K.
  • Arch Capital made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #223 holding.
  • Everhart Financial Group first reported a position in Arch Capital in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Arch Capital position peaked at $837K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.