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Mark Sheptoff Financial Planning’s Arch Capital ACGL Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-33
Closed -$3K – 482
2025
Q2 		$3K Buy
+33
New +$3.04K ﹤0.01% 438

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACGL Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Arch Capital (ACGL) in Q3 2025, closing a stake of 33 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in ACGL in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 842 funds tracked by Wall St. Rank hold ACGL as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Arch Capital position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 33 Arch Capital shares in Q3 2025, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Arch Capital in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Arch Capital position peaked at $3K in Q2 2025.
  • 842 funds tracked by Wall St. Rank held Arch Capital as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.