IWM
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IHT Wealth Management’s Arch Capital ACGL Stock Holding History

IHT 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
Q1 		$784K Sell
8,163
-32
-0.4% -$3.06K 0.02% 651
2025
Q4 		$786K Buy
8,195
+354
+5% +$32.4K 0.02% 610
2025
Q3 		$711K Buy
7,841
+4,210
+116% +$377K 0.02% 627
2025
Q2 		$331K Buy
+3,631
New +$335K 0.01% 843
2021
Q3 		– Sell
-5,368
Closed -$209K – 804
2021
Q2 		$209K Buy
5,368
+78
+1% +$3.09K 0.01% 856
2021
Q1 		$203K Buy
+5,290
New +$188K 0.01% 775

Other funds holding ACGL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return