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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$790K Hold
8,679
0.09% 239
2025
Q1
$835K Buy
8,679
+4,218
+95% +$406K 0.11% 213
2024
Q4
$412K Sell
4,461
-60
-1% -$5.54K 0.05% 325
2024
Q3
$506K Sell
4,521
-170
-4% -$19K 0.06% 296
2024
Q2
$473K Sell
4,691
-50
-1% -$5.05K 0.06% 291
2024
Q1
$438K Sell
4,741
-11
-0.2% -$1.02K 0.06% 308
2023
Q4
$353K Buy
4,752
+62
+1% +$4.61K 0.06% 336
2023
Q3
$374K Hold
4,690
0.07% 299
2023
Q2
$351K Buy
4,690
+209
+5% +$15.6K 0.06% 322
2023
Q1
$304K Hold
4,481
0.06% 343
2022
Q4
$281K Buy
+4,481
New +$281K 0.06% 358