JFS Wealth Advisors’s Arch Capital ACGL Stock Holding History

JFS Wealth Advisors’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	$2.74M	Sell	28,189 -14	-0%	-$1.32K	0.14%	96
2026 Q1	$2.71M	Buy	28,203 +5	+0%	+$479	0.15%	86
2025 Q4	$2.7M	Buy	28,198 +201	+0.7%	+$18.4K	0.15%	86
2025 Q3	$2.54M	Buy	27,997 +14	+0.1%	+$1.25K	0.15%	90
2025 Q2	$2.55M	Sell	27,983 -6	-0%	-$554	0.16%	83
2025 Q1	$2.69M	Buy	27,989 +6	+0%	+$554	0.18%	74
2024 Q4	$2.58M	Hold	27,983	–	–	0.18%	73
2024 Q3	$3.13M	Buy	27,983 +5	+0%	+$520	0.21%	73
2024 Q2	$2.82M	Hold	27,978	–	–	0.22%	67
2024 Q1	$2.59M	Hold	27,978	–	–	0.21%	66
2023 Q4	$2.08M	Sell	27,978 -6,380	-19%	-$521K	0.18%	74
2023 Q3	$2.74M	Buy	34,358 +6,380	+23%	+$497K	0.26%	59
2023 Q2	$2.09M	Hold	27,978	–	–	0.19%	80
2023 Q1	$1.9M	Sell	27,978 -4	-0%	-$263	0.18%	82
2022 Q4	$1.76M	Buy	27,982 +12	+0%	+$670	0.17%	87
2022 Q3	$1.27M	Buy	27,970 +30	+0.1%	+$1.35K	0.14%	95
2022 Q2	$1.27M	Buy	27,940 +17	+0.1%	+$788	0.13%	91
2022 Q1	$1.35M	Buy	27,923 +88	+0.3%	+$4.09K	0.13%	99
2021 Q4	$1.24M	Buy	27,835 +52	+0.2%	+$2.21K	0.12%	107
2021 Q3	$1.06M	Hold	27,783	–	–	0.11%	111
2021 Q2	$1.08M	Hold	27,783	–	–	0.16%	86
2021 Q1	$1.07M	Hold	27,783	–	–	0.22%	72
2020 Q4	$1M	Hold	27,783	–	–	0.21%	75
2020 Q3	$813K	Hold	27,783	–	–	0.19%	75
2020 Q2	$796K	Hold	27,783	–	–	0.21%	73
2020 Q1	$791K	Hold	27,783	–	–	0.24%	71
2019 Q4	$1.19M	Hold	27,783	–	–	0.29%	63
2019 Q3	$1.17M	Hold	27,783	–	–	0.3%	65
2019 Q2	$1.03M	Hold	27,783	–	–	0.26%	71
2019 Q1	$898K	Hold	27,783	–	–	0.23%	76
2018 Q4	$742K	Hold	27,783	–	–	0.2%	77
2018 Q3	$828K	Hold	27,783	–	–	0.21%	69
2018 Q2	$735K	Hold	27,783	–	–	0.19%	73
2018 Q1	$793K	Hold	27,783	–	–	0.21%	70
2017 Q4	$841K	Hold	27,783	–	–	0.21%	70
2017 Q3	$912K	Hold	27,783	–	–	0.24%	67
2017 Q2	$864K	Hold	27,783	–	–	0.24%	63
2017 Q1	$799K	Hold	27,783	–	–	0.22%	75
2016 Q4	$799K	Hold	27,783	–	–	0.22%	75
2016 Q3	$734K	Hold	27,783	–	–	0.21%	73
2016 Q2	$667K	Hold	27,783	–	–	0.18%	81
2016 Q1	$658K	Hold	27,783	–	–	0.19%	75
2015 Q4	$646K	Hold	27,783	–	–	0.19%	76
2015 Q3	$680K	Hold	27,783	–	–	0.3%	59
2015 Q2	$620K	Hold	27,783	–	–	0.32%	52
2015 Q1	$570K	Hold	27,783	–	–	0.27%	52
2014 Q4	$547K	Hold	27,783	–	–	0.09%	53
2014 Q3	$507K	Hold	27,783	–	–	0.09%	44
2014 Q2	$532K	Hold	27,783	–	–	0.1%	46
2014 Q1	$533K	Hold	27,783	–	–	0.3%	53
2013 Q4	$553K	Hold	27,783	–	–	0.24%	68
2013 Q3	$501K	Hold	27,783	–	–	0.23%	61
2013 Q2	$476K	Buy	+27,783	New	+$484K	0.24%	60

Other funds holding ACGL

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return