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John Armitage’s Arch Capital ACGL Stock Holding History

John Armitage’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 		– Sell
-1,116,922
Closed -$107M – 24
2026
Q1 		$107M Buy
+1,116,922
New +$107M 1.19% 21
2025
Q4 		– Sell
-3,507,882
Closed -$318M – 24
2025
Q3 		$318M Sell
3,507,882
-733,084
-17% -$65.7M 3.36% 16
2025
Q2 		$386M Sell
4,240,966
-84,251
-2% -$7.77M 3.96% 13
2025
Q1 		$416M Buy
4,325,217
+337,245
+8% +$31.1M 4.8% 8
2024
Q4 		$368M Buy
3,987,972
+816,750
+26% +$82.4M 4.26% 10
2024
Q3 		$355M Sell
3,171,222
-62,158
-2% -$6.46M 3.58% 15
2024
Q2 		$326M Sell
3,233,380
-167,514
-5% -$16.3M 3.29% 15
2024
Q1 		$314M Buy
3,400,894
+1,403,616
+70% +$119M 3.04% 15
2023
Q4 		$148M Buy
1,997,278
+498,483
+33% +$40.7M 1.61% 21
2023
Q3 		$119M Buy
+1,498,795
New +$117M 1.39% 17

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

John Armitage's ACGL Position: Q2 2026 in Review

John Armitage sold out of Arch Capital (ACGL) in Q2 2026, closing a stake of 1,116,922 shares — an estimated $107M sold.

John Armitage first reported a position in ACGL in Q3 2023 and held it in 10 quarters. The position peaked at $416M in Q1 2025. 902 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • John Armitage reported no remaining Arch Capital position as of Q2 2026 after selling out during the quarter.
  • John Armitage sold 1,116,922 Arch Capital shares in Q2 2026, an estimated $107M.
  • John Armitage first reported a position in Arch Capital in Q3 2023 and held it in 10 quarters.
  • John Armitage's Arch Capital position peaked at $416M in Q1 2025.
  • 902 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.