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Independent Advisor Alliance’s Arch Capital ACGL Stock Holding History

Independent Advisor Alliance’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 		$665K Sell
6,852
-4,029
-37% -$380K 0.02% 580
2026
Q1 		$1.04M Sell
10,881
-1,207
-10% -$116K 0.01% 812
2025
Q4 		$1.16M Buy
12,088
+3,993
+49% +$365K 0.03% 426
2025
Q3 		$734K Buy
8,095
+53
+0.7% +$4.75K 0.02% 519
2025
Q2 		$732K Buy
8,042
+1,263
+19% +$117K 0.02% 487
2025
Q1 		$652K Sell
6,779
-146
-2% -$13.5K 0.02% 460
2024
Q4 		$640K Buy
6,925
+3,442
+99% +$347K 0.01% 869
2024
Q3 		$390K Buy
3,483
+39
+1% +$4.06K 0.01% 508
2024
Q2 		$347K Buy
3,444
+211
+7% +$20.5K 0.01% 539
2024
Q1 		$299K Buy
3,233
+100
+3% +$8.46K 0.01% 570
2023
Q4 		$233K Sell
3,133
-226
-7% -$18.5K 0.01% 607
2023
Q3 		$268K Sell
3,359
-43
-1% -$3.35K 0.01% 539
2023
Q2 		$255K Hold
3,402
– – 0.01% 565
2023
Q1 		$231K Buy
+3,402
New +$224K 0.01% 580

Other funds holding ACGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Advisor Alliance's ACGL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Arch Capital (ACGL) stake by 37% in Q2 2026, selling an estimated $380K and leaving 6,852 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #580.

Independent Advisor Alliance first reported a position in ACGL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2025. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Independent Advisor Alliance held 6,852 shares of Arch Capital worth $665K as of Q2 2026.
  • Independent Advisor Alliance sold 4,029 Arch Capital shares in Q2 2026, an estimated $380K.
  • Arch Capital made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #580 holding.
  • Independent Advisor Alliance first reported a position in Arch Capital in Q1 2023 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Arch Capital position peaked at $1.16M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.