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National Wealth Management Group’s Arch Capital ACGL Stock Holding History

National Wealth Management Group’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
2024
Q4 		– Sell
-3,174
Closed -$355K – 147
2024
Q3 		$355K Buy
3,174
+233
+8% +$24.2K 0.24% 100
2024
Q2 		$297K Buy
+2,941
New +$286K 0.23% 100

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

National Wealth Management Group's ACGL Position: Q4 2024 in Review

National Wealth Management Group sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 3,174 shares — an estimated $355K sold.

National Wealth Management Group first reported a position in ACGL in Q2 2024 and held it in 2 quarters. The position peaked at $355K in Q3 2024. 841 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • National Wealth Management Group reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 3,174 Arch Capital shares in Q4 2024, an estimated $355K.
  • National Wealth Management Group first reported a position in Arch Capital in Q2 2024 and held it in 2 quarters.
  • National Wealth Management Group's Arch Capital position peaked at $355K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.