Lee, Danner & Bass’s Arch Capital ACGL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,170	Closed	-$108K	–	225
2024 Q4	$108K	Buy	+1,170	New	+$118K	0.01%	262

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee, Danner & Bass's ACGL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Arch Capital (ACGL) in Q1 2025, closing a stake of 1,170 shares — an estimated $108K sold.

Lee, Danner & Bass first reported a position in ACGL in Q4 2024 and held it in 1 quarter. The position peaked at $108K in Q4 2024. 848 funds tracked by Wall St. Rank hold ACGL as of Q1 2025.

Lee, Danner & Bass reported no remaining Arch Capital position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,170 Arch Capital shares in Q1 2025, an estimated $108K.
Lee, Danner & Bass first reported a position in Arch Capital in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Arch Capital position peaked at $108K in Q4 2024.
848 funds tracked by Wall St. Rank held Arch Capital as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.