MAM
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Madison Asset Management’s Arch Capital ACGL Stock Holding History

Madison Asset Management’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 		$369M Sell
3,799,789
-276,657
-7% -$26.1M 4.4% 1
2026
Q1 		$391M Sell
4,076,446
-255,985
-6% -$24.5M 4.85% 1
2025
Q4 		$416M Sell
4,332,431
-375,516
-8% -$34.4M 4.78% 1
2025
Q3 		$427M Sell
4,707,947
-117,288
-2% -$10.5M 4.71% 1
2025
Q2 		$439M Sell
4,825,235
-12,367
-0.3% -$1.14M 4.74% 1
2025
Q1 		$465M Buy
4,837,602
+397,857
+9% +$36.7M 5.18% 1
2024
Q4 		$410M Buy
4,439,745
+226,229
+5% +$22.8M 4.62% 1
2024
Q3 		$471M Buy
4,213,516
+197,681
+5% +$20.6M 5.3% 1
2024
Q2 		$405M Buy
4,015,835
+205,894
+5% +$20M 5.01% 1
2024
Q1 		$352M Buy
3,809,941
+307,290
+9% +$26M 4.33% 1
2023
Q4 		$260M Buy
3,502,651
+74,603
+2% +$6.1M 3.53% 1
2023
Q3 		$273M Buy
3,428,048
+63,510
+2% +$4.94M 4.01% 1
2023
Q2 		$252M Sell
3,364,538
-832,629
-20% -$60.2M 3.67% 1
2023
Q1 		$285M Sell
4,197,167
-57,199
-1% -$3.76M 4.33% 1
2022
Q4 		$267M Sell
4,254,366
-64,176
-1% -$3.58M 4.19% 1
2022
Q3 		$197M Buy
4,318,542
+374,698
+10% +$16.9M 3.32% 1
2022
Q2 		$179M Sell
3,943,844
-104,301
-3% -$4.84M 2.8% 1
2022
Q1 		$196M Sell
4,048,145
-65,138
-2% -$3.03M 2.8% 2
2021
Q4 		$183M Sell
4,113,283
-165,505
-4% -$7.02M 2.4% 3
2021
Q3 		$163M Buy
4,278,788
+396,632
+10% +$15.7M 2.25% 2
2021
Q2 		$151M Buy
3,882,156
+239,500
+7% +$9.48M 2.04% 3
2021
Q1 		$140M Sell
3,642,656
-5,751
-0.2% -$205K 1.95% 4
2020
Q4 		$132M Buy
3,648,407
+1,260,283
+53% +$41.4M 1.93% 4
2020
Q3 		$69.9M Sell
2,388,124
-52,626
-2% -$1.6M 1.17% 23
2020
Q2 		$69.9M Buy
2,440,750
+87,585
+4% +$2.42M 1.23% 21
2020
Q1 		$67M Sell
2,353,165
-34,187
-1% -$1.39M 1.38% 19
2019
Q4 		$102M Buy
+2,387,352
New +$99.1M 1.57% 9

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

Madison Asset Management's ACGL Position: Q2 2026 in Review

Madison Asset Management reduced its Arch Capital (ACGL) stake by 6.8% in Q2 2026, selling an estimated $26.1M and leaving 3,799,789 shares worth $369M. The position accounts for 4.4% of the portfolio, ranked #1.

Madison Asset Management first reported a position in ACGL in Q4 2019 and has held it in 27 quarters since. The position peaked at $471M in Q3 2024. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Madison Asset Management held 3,799,789 shares of Arch Capital worth $369M as of Q2 2026.
  • Madison Asset Management sold 276,657 Arch Capital shares in Q2 2026, an estimated $26.1M.
  • Arch Capital made up 4.4% of Madison Asset Management's portfolio in Q2 2026, its #1 holding.
  • Madison Asset Management first reported a position in Arch Capital in Q4 2019 and has held it in 27 quarters since.
  • Madison Asset Management's Arch Capital position peaked at $471M in Q3 2024.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.