Montag & Associates’s Arch Capital ACGL Stock Holding History

Montag & Associates’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
2026 Q2	$743K	Hold	7,650	–	–	0.03%	277
2026 Q1	$734K	Hold	7,650	–	–	0.03%	270
2025 Q4	$734K	Sell	7,650 -291	-4%	-$26.6K	0.03%	265
2025 Q3	$720K	Hold	7,941	–	–	0.03%	273
2025 Q2	$723K	Hold	7,941	–	–	0.04%	271
2025 Q1	$764K	Sell	7,941 -21,826	-73%	-$2.01M	0.04%	268
2024 Q4	$2.75M	Buy	29,767 +1,941	+7%	+$196K	0.13%	149
2024 Q3	$3.11M	Buy	27,826 +600	+2%	+$62.4K	0.15%	138
2024 Q2	$2.75M	Hold	27,226	–	–	0.14%	137
2024 Q1	$2.52M	Sell	27,226 -1,659	-6%	-$140K	0.13%	152
2023 Q4	$2.15M	Buy	28,885 +13,635	+89%	+$1.11M	0.12%	156
2023 Q3	$1.22M	Buy	15,250 +12,875	+542%	+$1M	0.08%	198
2023 Q2	$178K	Buy	+2,375	New	+$172K	0.01%	406

Other funds holding ACGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montag & Associates's ACGL Position: Q2 2026 in Review

Montag & Associates held its Arch Capital (ACGL) position steady in Q2 2026 at 7,650 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #277.

Montag & Associates first reported a position in ACGL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q3 2024. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Montag & Associates held 7,650 shares of Arch Capital worth $743K as of Q2 2026.
Montag & Associates left its Arch Capital share count unchanged in Q2 2026.
Arch Capital made up 0.03% of Montag & Associates's portfolio in Q2 2026, its #277 holding.
Montag & Associates first reported a position in Arch Capital in Q2 2023 and has held it in 13 quarters since.
Montag & Associates's Arch Capital position peaked at $3.11M in Q3 2024.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.