EFG
ACGL icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return