Forum Financial Management’s Arch Capital ACGL Stock Holding History

Forum Financial 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 Q1	–	Sell	-8,884	Closed	-$852K	–	338
2025 Q4	$852K	Sell	8,884 -23	-0.3%	-$2.1K	0.01%	290
2025 Q3	$808K	Buy	8,907 +40	+0.5%	+$3.59K	0.01%	290
2025 Q2	$807K	Buy	8,867 +4	+0%	+$369	0.01%	253
2025 Q1	$852K	Hold	8,863	–	–	0.01%	234
2024 Q4	$818K	Buy	8,863 +2	+0%	+$202	0.01%	238
2024 Q3	$991K	Sell	8,861 -175	-2%	-$18.2K	0.02%	188
2024 Q2	$912K	Sell	9,036 -182	-2%	-$17.7K	0.02%	187
2024 Q1	$852K	Hold	9,218	–	–	0.01%	213
2023 Q4	$685K	Hold	9,218	–	–	0.01%	218
2023 Q3	$735K	Hold	9,218	–	–	0.02%	204
2023 Q2	$690K	Hold	9,218	–	–	0.02%	223
2023 Q1	$626K	Hold	9,218	–	–	0.02%	219
2022 Q4	$579K	Sell	9,218 -206	-2%	-$11.5K	0.02%	220
2022 Q3	$429K	Hold	9,424	–	–	0.02%	253
2022 Q2	$429K	Buy	9,424 +206	+2%	+$9.55K	0.02%	260
2022 Q1	$446K	Hold	9,218	–	–	0.02%	265
2021 Q4	$410K	Buy	+9,218	New	+$391K	0.02%	301

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's ACGL Position: Q1 2026 in Review

Forum Financial Management sold out of Arch Capital (ACGL) in Q1 2026, closing a stake of 8,884 shares — an estimated $852K sold.

Forum Financial Management first reported a position in ACGL in Q4 2021 and held it in 17 quarters. The position peaked at $991K in Q3 2024. 917 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.

Forum Financial Management reported no remaining Arch Capital position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 8,884 Arch Capital shares in Q1 2026, an estimated $852K.
Forum Financial Management first reported a position in Arch Capital in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Arch Capital position peaked at $991K in Q3 2024.
917 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.