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James Investment Research’s Arch Capital ACGL Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-354
Closed -$24K – 285
2023
Q1 		$24K Sell
354
-151
-30% -$9.92K ﹤0.01% 426
2022
Q4 		$32K Buy
+505
New +$28.2K ﹤0.01% 393
2022
Q3 		– Sell
-745
Closed -$34K – 522
2022
Q2 		$34K Buy
+745
New +$34.5K ﹤0.01% 379
2019
Q2 		– Sell
-20,805
Closed -$672K – 667
2019
Q1 		$672K Buy
+20,805
New +$633K 0.04% 364
2015
Q1 		– Sell
-264
Closed -$5K – 515
2014
Q4 		$5K Buy
+264
New +$5.01K ﹤0.01% 498

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

James Investment Research's ACGL Position: Q2 2023 in Review

James Investment Research sold out of Arch Capital (ACGL) in Q2 2023, closing a stake of 354 shares — an estimated $24K sold.

James Investment Research first reported a position in ACGL in Q4 2014 and held it in 5 quarters. The position peaked at $672K in Q1 2019. 669 funds tracked by Wall St. Rank hold ACGL as of Q2 2023.

  • James Investment Research reported no remaining Arch Capital position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 354 Arch Capital shares in Q2 2023, an estimated $24K.
  • James Investment Research first reported a position in Arch Capital in Q4 2014 and held it in 5 quarters.
  • James Investment Research's Arch Capital position peaked at $672K in Q1 2019.
  • 669 funds tracked by Wall St. Rank held Arch Capital as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.