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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
Q3 		$728K Buy
7,882
+472
+6% +$46.7K 0.04% 222
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 $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Everhart Financial Group's ACGL Position: Q3 2026 in Review

Everhart Financial Group increased its Arch Capital (ACGL) stake by 6.4% in Q3 2026, buying an estimated $46.7K and bringing the position to 7,882 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #222.

Everhart Financial Group first reported a position in ACGL in Q1 2024 and has held it in 11 quarters since. The position peaked at $837K in Q1 2026. 37 funds tracked by Wall St. Rank hold ACGL as of Q3 2026.

  • Everhart Financial Group held 7,882 shares of Arch Capital worth $728K as of Q3 2026.
  • Everhart Financial Group bought 472 Arch Capital shares in Q3 2026, an estimated $46.7K.
  • Arch Capital made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #222 holding.
  • Everhart Financial Group first reported a position in Arch Capital in Q1 2024 and has held it in 11 quarters since.
  • Everhart Financial Group's Arch Capital position peaked at $837K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Arch Capital as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.