Poehling Capital Management’s Arch Capital ACGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$785K Sell
8,085
-4
-0% -$377 0.17% 92
2026
Q1
$776K Buy
8,089
+185
+2% +$17.7K 0.16% 90
2025
Q4
$758K Buy
7,904
+1,608
+26% +$147K 0.16% 86
2025
Q3
$571K Buy
6,296
+1,823
+41% +$163K 0.12% 93
2025
Q2
$407K Buy
+4,473
New +$413K 0.1% 100

Other funds holding ACGL

Poehling Capital Management's ACGL Position: Q2 2026 in Review

Poehling Capital Management reduced its Arch Capital (ACGL) stake by 0.05% in Q2 2026, selling an estimated $377 and leaving 8,085 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #92.

Poehling Capital Management first reported a position in ACGL in Q2 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • Poehling Capital Management held 8,085 shares of Arch Capital worth $785K as of Q2 2026.
  • Poehling Capital Management sold 4 Arch Capital shares in Q2 2026, an estimated $377.
  • Arch Capital made up 0.17% of Poehling Capital Management's portfolio in Q2 2026, its #92 holding.
  • Poehling Capital Management first reported a position in Arch Capital in Q2 2025 and has held it in 5 quarters since.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.