Next Financial Group’s Arch Capital ACGL Stock Holding History

Next Financial 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
2021 Q4	$17K	Buy	381 +34	+10%	+$1.44K	﹤0.01%	1948
2021 Q3	$13K	Buy	347 +327	+1,635%	+$13K	﹤0.01%	1939
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	2478
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	2361
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	2243
2020 Q3	$1K	Buy	+20	New	+$610	﹤0.01%	2077
2019 Q4	–	Sell	-6,118	Closed	-$257K	–	2333
2019 Q3	$257K	Buy	+6,118	New	+$241K	0.03%	564
2017 Q4	–	Sell	-18	Closed	-$1K	–	286
2017 Q3	$1K	Buy	+18	New	+$581	﹤0.01%	1664

Other funds holding ACGL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Next Financial Group's ACGL Position: Q4 2021 in Review

Next Financial Group increased its Arch Capital (ACGL) stake by 9.8% in Q4 2021, buying an estimated $1.44K and bringing the position to 381 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Next Financial Group first reported a position in ACGL in Q3 2017 and has held it in 8 quarters since. The position peaked at $257K in Q3 2019. 460 funds tracked by Wall St. Rank hold ACGL as of Q4 2021.

Next Financial Group held 381 shares of Arch Capital worth $17K as of Q4 2021.
Next Financial Group bought 34 Arch Capital shares in Q4 2021, an estimated $1.44K.
Arch Capital made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1948 holding.
Next Financial Group first reported a position in Arch Capital in Q3 2017 and has held it in 8 quarters since.
Next Financial Group's Arch Capital position peaked at $257K in Q3 2019.
460 funds tracked by Wall St. Rank held Arch Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.