Mount Yale Investment Advisors’s Arch Capital ACGL Stock Holding History

Mount Yale Investment 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
2026 Q1	$1.67M	Buy	+17,386	New	+$1.66M	0.04%	408
2025 Q3	–	Sell	-18,230	Closed	-$1.66M	–	683
2025 Q2	$1.66M	Sell	18,230 -20	-0.1%	-$1.84K	0.13%	137
2025 Q1	$1.76M	Sell	18,250 -858	-4%	-$79.2K	0.15%	129
2024 Q4	$1.76M	Sell	19,108 -628	-3%	-$63.4K	0.14%	130
2024 Q3	$2.21M	Sell	19,736 -1,884	-9%	-$196K	0.21%	108
2024 Q2	$2.18M	Sell	21,620 -7,619	-26%	-$741K	0.17%	116
2024 Q1	$2.7M	Sell	29,239 -1,840	-6%	-$156K	0.21%	102
2023 Q4	$2.31M	Sell	31,079 -844	-3%	-$69K	0.22%	107
2023 Q3	$2.54M	Buy	31,923 +4,823	+18%	+$375K	0.28%	81
2023 Q2	$2.03M	Buy	27,100 +5,639	+26%	+$408K	0.21%	107
2023 Q1	$1.46M	Buy	+21,461	New	+$1.41M	0.16%	134
2018 Q4	–	Sell	-1,169	Closed	-$33K	–	310
2018 Q3	$33K	Sell	1,169 -31	-3%	-$922	0.01%	681
2018 Q2	$32K	Hold	1,200	–	–	0.01%	713
2018 Q1	$34K	Buy	+1,200	New	+$35.3K	0.01%	687

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

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 $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mount Yale Investment Advisors's ACGL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Arch Capital (ACGL) in Q1 2026: 17,386 shares worth $1.67M. The stake represents 0.04% of the portfolio and ranks #408 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ACGL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ACGL in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.7M in Q1 2024. 913 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.

Mount Yale Investment Advisors held 17,386 shares of Arch Capital worth $1.67M as of Q1 2026.
Arch Capital was a new Mount Yale Investment Advisors position in Q1 2026.
Arch Capital made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #408 holding.
Mount Yale Investment Advisors first reported a position in Arch Capital in Q1 2018 and has held it in 14 quarters since.
Mount Yale Investment Advisors's Arch Capital position peaked at $2.7M in Q1 2024.
913 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.