Johnson Investment Counsel’s Arch Capital ACGL Stock Holding History

Johnson Investment Counsel’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	$472K	Buy	4,867 +166	+4%	+$15.7K	﹤0.01%	625
2026 Q1	$451K	Buy	4,701 +339	+8%	+$32.5K	﹤0.01%	608
2025 Q4	$418K	Sell	4,362 -988	-18%	-$90.4K	﹤0.01%	593
2025 Q3	$2.46M	Buy	5,350 +70	+1%	+$6.28K	0.02%	278
2025 Q2	$481K	Sell	5,280 -15	-0.3%	-$1.38K	﹤0.01%	555
2025 Q1	$509K	Sell	5,295 -3,463	-40%	-$320K	﹤0.01%	528
2024 Q4	$809K	Buy	8,758 +4,478	+105%	+$452K	0.01%	431
2024 Q3	$479K	Hold	4,280	–	–	﹤0.01%	525
2024 Q2	$432K	Hold	4,280	–	–	﹤0.01%	523
2024 Q1	$396K	Hold	4,280	–	–	﹤0.01%	544
2023 Q4	$318K	Sell	4,280 -199	-4%	-$16.3K	﹤0.01%	577
2023 Q3	$357K	Buy	+4,479	New	+$349K	﹤0.01%	523

Other funds holding ACGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Johnson Investment Counsel's ACGL Position: Q2 2026 in Review

Johnson Investment Counsel increased its Arch Capital (ACGL) stake by 3.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,867 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Johnson Investment Counsel first reported a position in ACGL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q3 2025. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Johnson Investment Counsel held 4,867 shares of Arch Capital worth $472K as of Q2 2026.
Johnson Investment Counsel bought 166 Arch Capital shares in Q2 2026, an estimated $15.7K.
Arch Capital made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #625 holding.
Johnson Investment Counsel first reported a position in Arch Capital in Q3 2023 and has held it in 12 quarters since.
Johnson Investment Counsel's Arch Capital position peaked at $2.46M in Q3 2025.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.