NewEdge Wealth’s Arch Capital ACGL Stock Holding History

NewEdge Wealth’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	$764K	Sell	7,960 -615	-7%	-$58.9K	0.01%	697
2025 Q4	$823K	Buy	8,575 +3,297	+62%	+$302K	0.01%	688
2025 Q3	$462K	Buy	5,278 +1,030	+24%	+$92.4K	0.01%	763
2025 Q2	$377K	Sell	4,248 -99	-2%	-$9.13K	0.01%	770
2025 Q1	$418K	Sell	4,347 -625	-13%	-$57.7K	0.01%	697
2024 Q4	$459K	Buy	4,972 +949	+24%	+$95.8K	0.01%	659
2024 Q3	$450K	Buy	4,023 +1,444	+56%	+$150K	0.01%	644
2024 Q2	$260K	Sell	2,579 -2,615	-50%	-$254K	0.01%	668
2024 Q1	$494K	Buy	5,194 +2,236	+76%	+$189K	0.01%	563
2023 Q4	$220K	Buy	+2,958	New	+$242K	0.01%	689
2022 Q3	–	Sell	-17,999	Closed	-$819K	–	518
2022 Q2	$819K	Buy	+17,999	New	+$834K	0.04%	310

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