Evermay Wealth Management’s Arch Capital ACGL Stock Holding History

Evermay 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
2026 Q2	$1.04M	Hold	10,666	–	–	0.11%	91
2026 Q1	$1.02M	Hold	10,666	–	–	0.11%	80
2025 Q4	$1.02M	Hold	10,666	–	–	0.11%	83
2025 Q3	$968K	Hold	10,666	–	–	0.11%	87
2025 Q2	$971K	Hold	10,666	–	–	0.12%	85
2025 Q1	$1.03M	Hold	10,666	–	–	0.13%	76
2024 Q4	$985K	Hold	10,666	–	–	0.15%	78
2024 Q3	$1.19M	Hold	10,666	–	–	0.19%	70
2024 Q2	$1.08M	Hold	10,666	–	–	0.17%	76
2024 Q1	$986K	Sell	10,666 -5	-0%	-$423	0.15%	80
2023 Q4	$793K	Buy	10,671 +5	+0%	+$409	0.15%	72
2023 Q3	$850K	Hold	10,666	–	–	0.17%	68
2023 Q2	$798K	Hold	10,666	–	–	0.15%	70
2023 Q1	$724K	Hold	10,666	–	–	0.15%	77
2022 Q4	$670K	Hold	10,666	–	–	0.14%	76
2022 Q3	$486K	Hold	10,666	–	–	0.1%	90
2022 Q2	$485K	Hold	10,666	–	–	0.09%	89
2022 Q1	$516K	Buy	+10,666	New	+$496K	0.09%	105

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evermay Wealth Management's ACGL Position: Q2 2026 in Review

Evermay Wealth Management held its Arch Capital (ACGL) position steady in Q2 2026 at 10,666 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #91.

Evermay Wealth Management first reported a position in ACGL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.19M in Q3 2024. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Evermay Wealth Management held 10,666 shares of Arch Capital worth $1.04M as of Q2 2026.
Evermay Wealth Management left its Arch Capital share count unchanged in Q2 2026.
Arch Capital made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #91 holding.
Evermay Wealth Management first reported a position in Arch Capital in Q1 2022 and has held it in 18 quarters since.
Evermay Wealth Management's Arch Capital position peaked at $1.19M in Q3 2024.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.