Marshfield Associates’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
Q1 | $293M | Buy |
3,051,421
+164,419
| +6% | +$15.7M | 5.87% | 8 |
|
|
2025
Q4 | $277M | Buy |
2,887,002
+162,367
| +6% | +$14.9M | 4.85% | 12 |
|
|
2025
Q3 | $247M | Buy |
2,724,635
+141,223
| +5% | +$12.7M | 4.28% | 11 |
|
|
2025
Q2 | $235M | Buy |
2,583,412
+22,551
| +0.9% | +$2.08M | 4.81% | 11 |
|
|
2025
Q1 | $246M | Sell |
2,560,861
-3,879
| -0.2% | -$358K | 5.34% | 9 |
|
|
2024
Q4 | $237M | Sell |
2,564,740
-807,997
| -24% | -$81.6M | 5.13% | 10 |
|
|
2024
Q3 | $377M | Sell |
3,372,737
-279,986
| -8% | -$29.1M | 8.01% | 3 |
|
|
2024
Q2 | $369M | Sell |
3,652,723
-675,854
| -16% | -$65.7M | 8.15% | 3 |
|
|
2024
Q1 | $400M | Sell |
4,328,577
-704,630
| -14% | -$59.6M | 8.21% | 3 |
|
|
2023
Q4 | $374M | Sell |
5,033,207
-620,031
| -11% | -$50.7M | 7.59% | 3 |
|
|
2023
Q3 | $451M | Sell |
5,653,238
-168,399
| -3% | -$13.1M | 11.14% | 1 |
|
|
2023
Q2 | $436M | Buy |
5,821,637
+225,583
| +4% | +$16.3M | 11.33% | 1 |
|
|
2023
Q1 | $380M | Sell |
5,596,054
-46
| -0% | -$3.02K | 11.16% | 1 |
|
|
2022
Q4 | $351M | Sell |
5,596,100
-49,339
| -0.9% | -$2.75M | 10.82% | 2 |
|
|
2022
Q3 | $257M | Sell |
5,645,439
-83,830
| -1% | -$3.79M | 9.68% | 2 |
|
|
2022
Q2 | $261M | Sell |
5,729,269
-68,656
| -1% | -$3.18M | 9.85% | 2 |
|
|
2022
Q1 | $281M | Sell |
5,797,925
-514
| -0% | -$23.9K | 11% | 2 |
|
|
2021
Q4 | $258M | Buy |
5,798,439
+60,984
| +1% | +$2.59M | 10.21% | 3 |
|
|
2021
Q3 | $219M | Sell |
5,737,455
-54,767
| -0.9% | -$2.17M | 9.56% | 3 |
|
|
2021
Q2 | $226M | Buy |
5,792,222
+549,136
| +10% | +$21.7M | 9.26% | 3 |
|
|
2021
Q1 | $201M | Sell |
5,243,086
-49,222
| -0.9% | -$1.75M | 9.42% | 3 |
|
|
2020
Q4 | $191M | Sell |
5,292,308
-207,421
| -4% | -$6.81M | 8.9% | 2 |
|
|
2020
Q3 | $161M | Buy |
5,499,729
+94,867
| +2% | +$2.89M | 7.73% | 6 |
|
|
2020
Q2 | $155M | Buy |
5,404,862
+105,494
| +2% | +$2.92M | 8.03% | 3 |
|
|
2020
Q1 | $151M | Buy |
5,299,368
+280,117
| +6% | +$11.4M | 9.29% | 2 |
|
|
2019
Q4 | $215M | Buy |
5,019,251
+670,999
| +15% | +$27.8M | 11.23% | 2 |
|
|
2019
Q3 | $183M | Sell |
4,348,252
-11,768
| -0.3% | -$464K | 11.47% | 2 |
|
|
2019
Q2 | $162M | Sell |
4,360,020
-46,361
| -1% | -$1.58M | 10.33% | 2 |
|
|
2019
Q1 | $142M | Sell |
4,406,381
-22,885
| -0.5% | -$697K | 8.71% | 3 |
|
|
2018
Q4 | $118M | Sell |
4,429,266
-12,208
| -0.3% | -$338K | 8.55% | 2 |
|
|
2018
Q3 | $132M | Sell |
4,441,474
-110,337
| -2% | -$3.28M | 8.49% | 2 |
|
|
2018
Q2 | $120M | Buy |
4,551,811
+221,701
| +5% | +$5.96M | 8% | 2 |
|
|
2018
Q1 | $124M | Buy |
4,330,110
+232,275
| +6% | +$6.83M | 8.29% | 2 |
|
|
2017
Q4 | $124M | Sell |
4,097,835
-58,869
| -1% | -$1.88M | 8.1% | 2 |
|
|
2017
Q3 | $136M | Sell |
4,156,704
-62,562
| -1% | -$2.02M | 9.05% | 2 |
|
|
2017
Q2 | $131M | Sell |
4,219,266
-101,271
| -2% | -$3.21M | 9.8% | 2 |
|
|
2017
Q1 | $136M | Sell |
4,320,537
-167,595
| -4% | -$5.12M | 10.65% | 2 |
|
|
2016
Q4 | $129M | Sell |
4,488,132
-198,585
| -4% | -$5.4M | 9.86% | 1 |
|
|
2016
Q3 | $124M | Sell |
4,686,717
-554,007
| -11% | -$14.1M | 9.87% | 2 |
|
|
2016
Q2 | $126M | Sell |
5,240,724
-9,408
| -0.2% | -$222K | 9% | 2 |
|
|
2016
Q1 | $124M | Sell |
5,250,132
-30,066
| -0.6% | -$685K | 8.82% | 2 |
|
|
2015
Q4 | $123M | Sell |
5,280,198
-65,739
| -1% | -$1.62M | 9.03% | 2 |
|
|
2015
Q3 | $131M | Sell |
5,345,937
-170,418
| -3% | -$3.99M | 10.1% | 1 |
|
|
2015
Q2 | $123M | Sell |
5,516,355
-114,360
| -2% | -$2.43M | 9.63% | 2 |
|
|
2015
Q1 | $116M | Sell |
5,630,715
-147,483
| -3% | -$2.95M | 8.71% | 3 |
|
|
2014
Q4 | $114M | Sell |
5,778,198
-145,461
| -2% | -$2.76M | 8.34% | 3 |
|
|
2014
Q3 | $108M | Sell |
5,923,659
-135,381
| -2% | -$2.5M | 8.35% | 3 |
|
|
2014
Q2 | $116M | Sell |
6,059,040
-55,968
| -0.9% | -$1.07M | 8.52% | 2 |
|
|
2014
Q1 | $117M | Sell |
6,115,008
-103,149
| -2% | -$1.91M | 8.62% | 2 |
|
|
2013
Q4 | $124M | Sell |
6,218,157
-157,539
| -2% | -$3.02M | 9.23% | 2 |
|
|
2013
Q3 | $115M | Sell |
6,375,696
-60,963
| -0.9% | -$1.09M | 8.73% | 2 |
|
|
2013
Q2 | $110M | Buy |
+6,436,659
| New | +$112M | 8.62% | 2 |
|
Other funds holding ACGL
VCM
VPM
Marshfield Associates's ACGL Position: Q1 2026 in Review
Marshfield Associates increased its Arch Capital (ACGL) stake by 5.7% in Q1 2026, buying an estimated $15.7M and bringing the position to 3,051,421 shares worth $293M. The position accounts for 5.87% of the portfolio, ranked #8.
Marshfield Associates first reported a position in ACGL in Q2 2013 and has held it in 52 quarters since. The position peaked at $451M in Q3 2023. 909 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.
- Marshfield Associates held 3,051,421 shares of Arch Capital worth $293M as of Q1 2026.
- Marshfield Associates bought 164,419 Arch Capital shares in Q1 2026, an estimated $15.7M.
- Arch Capital made up 5.87% of Marshfield Associates's portfolio in Q1 2026, its #8 holding.
- Marshfield Associates first reported a position in Arch Capital in Q2 2013 and has held it in 52 quarters since.
- Marshfield Associates's Arch Capital position peaked at $451M in Q3 2023.
- 909 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.
Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.