KC
ARX

Keenan Capital’s Accelerant Holdings ARX Stock Holding History

Keenan Capital’s Portfolio ARX Stock Details ARX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.3M Buy
3,992,923
+852,943
+27% +$10.8M 11.26% 5
2025
Q4 		$51.3M Buy
+3,139,980
New +$44.2M 9.35% 7

Other funds holding ARX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Keenan Capital's ARX Position: Q1 2026 in Review

Keenan Capital increased its Accelerant Holdings (ARX) stake by 27% in Q1 2026, buying an estimated $10.8M and bringing the position to 3,992,923 shares worth $53.3M. The position accounts for 11.26% of the portfolio, ranked #5.

Keenan Capital first reported a position in ARX in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold ARX as of Q1 2026.

  • Keenan Capital held 3,992,923 shares of Accelerant Holdings worth $53.3M as of Q1 2026.
  • Keenan Capital bought 852,943 Accelerant Holdings shares in Q1 2026, an estimated $10.8M.
  • Accelerant Holdings made up 11.26% of Keenan Capital's portfolio in Q1 2026, its #5 holding.
  • Keenan Capital first reported a position in Accelerant Holdings in Q4 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Accelerant Holdings as of Q1 2026.

Based on Keenan Capital's 13F filing for Q1 2026, filed 15 May 2026.