Orion Portfolio Solutions’s Arch Capital ACGL Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.12M	Sell	11,598 -2,684	-19%	-$248K	0.01%	1024
2024 Q4	$1.32M	Buy	14,282 +1,772	+14%	+$179K	0.01%	904
2024 Q3	$1.4M	Buy	12,510 +2,688	+27%	+$280K	0.01%	871
2024 Q2	$991K	Buy	9,822 +432	+5%	+$42K	0.01%	997
2024 Q1	$868K	Sell	9,390 -223	-2%	-$18.9K	0.01%	1048
2023 Q4	$741K	Buy	9,613 +296	+3%	+$24.2K	0.01%	1067
2023 Q3	$743K	Buy	9,317 +205	+2%	+$16K	0.01%	1054
2023 Q2	$682K	Sell	9,112 -1,808	-17%	-$131K	0.01%	1097
2023 Q1	$741K	Buy	+10,920	New	+$718K	0.01%	1000
2020 Q3	–	Sell	-141	Closed	-$4K	–	453
2020 Q2	$4K	Sell	141 -173	-55%	-$4.78K	﹤0.01%	1519
2020 Q1	$9K	Buy	314 +50	+19%	+$2.03K	﹤0.01%	1087
2019 Q4	$11K	Buy	+264	New	+$11K	﹤0.01%	956

Other funds holding ACGL

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Orion Portfolio Solutions's ACGL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Arch Capital (ACGL) stake by 19% in Q1 2025, selling an estimated $248K and leaving 11,598 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1024.

Orion Portfolio Solutions first reported a position in ACGL in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2024. 849 funds tracked by Wall St. Rank hold ACGL as of Q1 2025.

Orion Portfolio Solutions held 11,598 shares of Arch Capital worth $1.12M as of Q1 2025.
Orion Portfolio Solutions sold 2,684 Arch Capital shares in Q1 2025, an estimated $248K.
Arch Capital made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1024 holding.
Orion Portfolio Solutions first reported a position in Arch Capital in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Arch Capital position peaked at $1.4M in Q3 2024.
849 funds tracked by Wall St. Rank held Arch Capital as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.