Marshall & Sterling Wealth Advisors’s Arch Capital ACGL Stock Holding History

Marshall & Sterling Wealth Advisors’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 Q4	–	Sell	-274	Closed	-$24.9K	–	341
2025 Q3	$24.9K	Hold	274	–	–	0.02%	249
2025 Q2	$24.9K	Hold	274	–	–	0.02%	239
2025 Q1	$26.4K	Buy	+274	New	+$25.3K	0.02%	229

Other funds holding ACGL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ACGL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Arch Capital (ACGL) in Q4 2025, closing a stake of 274 shares — an estimated $24.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in ACGL in Q1 2025 and held it in 3 quarters. The position peaked at $26.4K in Q1 2025. 921 funds tracked by Wall St. Rank hold ACGL as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Arch Capital position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 274 Arch Capital shares in Q4 2025, an estimated $24.9K.
Marshall & Sterling Wealth Advisors first reported a position in Arch Capital in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Arch Capital position peaked at $26.4K in Q1 2025.
921 funds tracked by Wall St. Rank held Arch Capital as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.