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Institute for Wealth Management’s Arch Capital ACGL Stock Holding History

Institute for 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 		$370K Sell
3,811
-115
-3% -$10.8K 0.03% 389
2026
Q1 		$377K Hold
3,926
– – 0.04% 376
2025
Q4 		$377K Sell
3,926
-60
-2% -$5.49K 0.04% 376
2025
Q3 		$362K Sell
3,986
-4,693
-54% -$421K 0.04% 403
2025
Q2 		$790K Hold
8,679
– – 0.09% 240
2025
Q1 		$835K Buy
8,679
+4,218
+95% +$389K 0.11% 214
2024
Q4 		$412K Sell
4,461
-60
-1% -$6.06K 0.05% 326
2024
Q3 		$506K Sell
4,521
-170
-4% -$17.7K 0.06% 296
2024
Q2 		$473K Sell
4,691
-50
-1% -$4.86K 0.06% 291
2024
Q1 		$438K Sell
4,741
-11
-0.2% -$930 0.06% 312
2023
Q4 		$353K Buy
4,752
+62
+1% +$5.07K 0.06% 340
2023
Q3 		$374K Hold
4,690
– – 0.07% 305
2023
Q2 		$351K Buy
4,690
+209
+5% +$15.1K 0.06% 329
2023
Q1 		$304K Hold
4,481
– – 0.06% 348
2022
Q4 		$281K Buy
+4,481
New +$250K 0.06% 364

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

Institute for Wealth Management's ACGL Position: Q2 2026 in Review

Institute for Wealth Management reduced its Arch Capital (ACGL) stake by 2.9% in Q2 2026, selling an estimated $10.8K and leaving 3,811 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #389.

Institute for Wealth Management first reported a position in ACGL in Q4 2022 and has held it in 15 quarters since. The position peaked at $835K in Q1 2025. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Institute for Wealth Management held 3,811 shares of Arch Capital worth $370K as of Q2 2026.
  • Institute for Wealth Management sold 115 Arch Capital shares in Q2 2026, an estimated $10.8K.
  • Arch Capital made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Institute for Wealth Management first reported a position in Arch Capital in Q4 2022 and has held it in 15 quarters since.
  • Institute for Wealth Management's Arch Capital position peaked at $835K in Q1 2025.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.