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 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 $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return