High Ground Investment Management’s Arch Capital ACGL Stock Holding History

High Ground Investment 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	$254M	Buy	2,612,372 +818,515	+46%	+$77.2M	22.27%	2
2026 Q1	$172M	Sell	1,793,857 -18,215	-1%	-$1.74M	31.97%	1
2025 Q4	$174M	Buy	1,812,072 +97,404	+6%	+$8.91M	25.31%	1
2025 Q3	$156M	Buy	1,714,668 +58,151	+4%	+$5.21M	25.85%	1
2025 Q2	$151M	Buy	1,656,517 +329,968	+25%	+$30.4M	31.61%	1
2025 Q1	$128M	Buy	1,326,549 +218,085	+20%	+$20.1M	29.79%	1
2024 Q4	$102M	Buy	1,108,464 +788,393	+246%	+$79.6M	31.76%	2
2024 Q3	$35.8M	Sell	320,071 -38,000	-11%	-$3.95M	16.49%	2
2024 Q2	$36.1M	Sell	358,071 -41,070	-10%	-$3.99M	14.09%	3
2024 Q1	$36.9M	Buy	399,141 +90,793	+29%	+$7.68M	17.71%	2
2023 Q4	$22.9M	Buy	+308,348	New	+$25.2M	11.28%	3

Other funds holding ACGL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

High Ground Investment Management's ACGL Position: Q2 2026 in Review

High Ground Investment Management increased its Arch Capital (ACGL) stake by 46% in Q2 2026, buying an estimated $77.2M and bringing the position to 2,612,372 shares worth $254M. The position accounts for 22.27% of the portfolio, ranked #2.

High Ground Investment Management first reported a position in ACGL in Q4 2023 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

High Ground Investment Management held 2,612,372 shares of Arch Capital worth $254M as of Q2 2026.
High Ground Investment Management bought 818,515 Arch Capital shares in Q2 2026, an estimated $77.2M.
Arch Capital made up 22.27% of High Ground Investment Management's portfolio in Q2 2026, its #2 holding.
High Ground Investment Management first reported a position in Arch Capital in Q4 2023 and has held it in 11 quarters since.
148 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on High Ground Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.