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Marks Group Wealth Management’s Arch Capital ACGL Stock Holding History

Marks Group Wealth 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
2025
Q3 		– Sell
-3,007
Closed -$274K – 295
2025
Q2 		$274K Hold
3,007
– – 0.03% 264
2025
Q1 		$289K Sell
3,007
-348
-10% -$32.1K 0.03% 277
2024
Q4 		$310K Buy
3,355
+471
+16% +$47.5K 0.03% 254
2024
Q3 		$323K Buy
2,884
+115
+4% +$12K 0.03% 252
2024
Q2 		$279K Sell
2,769
-176
-6% -$17.1K 0.03% 262
2024
Q1 		$272K Buy
2,945
+244
+9% +$20.6K 0.03% 269
2023
Q4 		$201K Sell
2,701
-33
-1% -$2.7K 0.02% 288
2023
Q3 		$218K Hold
2,734
– – 0.03% 267
2023
Q2 		$205K Buy
+2,734
New +$198K 0.02% 271
2020
Q1 		– Sell
-5,199
Closed -$223K – 223
2019
Q4 		$223K Buy
+5,199
New +$216K 0.04% 222

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