Maren Capital’s Arch Capital ACGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$103M Sell
1,057,571
-121,299
-10% -$11.4M 4.76% 9
2026
Q1
$113M Buy
1,178,870
+43,276
+4% +$4.14M 5.92% 7
2025
Q4
$109M Buy
1,135,594
+39,381
+4% +$3.6M 5.86% 7
2025
Q3
$99.5M Buy
1,096,213
+295,412
+37% +$26.5M 5.54% 9
2025
Q2
$72.9M Buy
800,801
+191,562
+31% +$17.7M 4.39% 12
2025
Q1
$58.6M Buy
609,239
+244,434
+67% +$22.6M 4% 12
2024
Q4
$33.7M Buy
+364,805
New +$36.8M 2.57% 16

Other funds holding ACGL

Maren Capital's ACGL Position: Q2 2026 in Review

Maren Capital reduced its Arch Capital (ACGL) stake by 10% in Q2 2026, selling an estimated $11.4M and leaving 1,057,571 shares worth $103M. The position accounts for 4.76% of the portfolio, ranked #9.

Maren Capital first reported a position in ACGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $113M in Q1 2026. 902 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Maren Capital held 1,057,571 shares of Arch Capital worth $103M as of Q2 2026.
  • Maren Capital sold 121,299 Arch Capital shares in Q2 2026, an estimated $11.4M.
  • Arch Capital made up 4.76% of Maren Capital's portfolio in Q2 2026, its #9 holding.
  • Maren Capital first reported a position in Arch Capital in Q4 2024 and has held it in 7 quarters since.
  • Maren Capital's Arch Capital position peaked at $113M in Q1 2026.
  • 902 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Maren Capital's 13F filing for Q2 2026, filed 13 Aug 2026.