Private Advisory Group’s Arch Capital ACGL Stock Holding History

Private Advisory 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
2023 Q4	–	Sell	-9,453	Closed	-$753K	–	190
2023 Q3	$753K	Sell	9,453 -8,301	-47%	-$646K	0.15%	119
2023 Q2	$1.33M	Buy	17,754 +10,107	+132%	+$731K	0.26%	88
2023 Q1	$519K	Buy	+7,647	New	+$502K	0.11%	120
2020 Q2	–	Sell	-9,208	Closed	-$262K	–	110
2020 Q1	$262K	Sell	9,208 -255	-3%	-$10.3K	0.13%	84
2019 Q4	$406K	Buy	+9,463	New	+$393K	0.16%	84

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Private Advisory Group's ACGL Position: Q4 2023 in Review

Private Advisory Group sold out of Arch Capital (ACGL) in Q4 2023, closing a stake of 9,453 shares — an estimated $753K sold.

Private Advisory Group first reported a position in ACGL in Q4 2019 and held it in 5 quarters. The position peaked at $1.33M in Q2 2023. 763 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

Private Advisory Group reported no remaining Arch Capital position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 9,453 Arch Capital shares in Q4 2023, an estimated $753K.
Private Advisory Group first reported a position in Arch Capital in Q4 2019 and held it in 5 quarters.
Private Advisory Group's Arch Capital position peaked at $1.33M in Q2 2023.
763 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.