Integrated Wealth Concepts’s Arch Capital ACGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.04M	Buy	52,518 +8,848	+20%	+$847K	0.04%	424
2025 Q4	$4.19M	Sell	43,670 -9,368	-18%	-$857K	0.05%	332
2025 Q3	$4.81M	Buy	53,038 +41,976	+379%	+$3.76M	0.04%	387
2025 Q2	$1.01M	Buy	11,062 +1,779	+19%	+$164K	0.01%	910
2025 Q1	$893K	Sell	9,283 -96	-1%	-$8.86K	0.01%	877
2024 Q4	$866K	Sell	9,379 -166	-2%	-$16.8K	0.01%	885
2024 Q3	$1.07M	Sell	9,545 -7,058	-43%	-$734K	0.01%	776
2024 Q2	$1.68M	Buy	16,603 +4,681	+39%	+$455K	0.02%	573
2024 Q1	$1.1M	Buy	11,922 +5,415	+83%	+$458K	0.02%	713
2023 Q4	$483K	Sell	6,507 -771	-11%	-$63K	0.01%	1012
2023 Q3	$580K	Buy	7,278 +555	+8%	+$43.2K	0.01%	914
2023 Q2	$503K	Buy	6,723 +2,983	+80%	+$216K	0.01%	980
2023 Q1	$254K	Buy	+3,740	New	+$246K	0.01%	1134