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RFG - Bristol Wealth Advisors’s Arch Capital ACGL Stock Holding History

RFG - Bristol Wealth Advisors’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
Q2 		$291K Sell
2,999
-97
-3% -$9.15K 0.07% 148
2026
Q1 		$297K Sell
3,096
-353
-10% -$33.8K 0.08% 148
2025
Q4 		$331K Sell
3,449
-251
-7% -$23K 0.09% 135
2025
Q3 		$336K Sell
3,700
-7,185
-66% -$644K 0.1% 137
2025
Q2 		$991K Sell
10,885
-1,750
-14% -$161K 0.31% 73
2025
Q1 		$1.22M Hold
12,635
– – 0.41% 54
2024
Q4 		$1.17M Buy
+12,635
New +$1.28M 0.38% 60

Other funds holding ACGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RFG - Bristol Wealth Advisors's ACGL Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Arch Capital (ACGL) stake by 3.1% in Q2 2026, selling an estimated $9.15K and leaving 2,999 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #148.

RFG - Bristol Wealth Advisors first reported a position in ACGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2025. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 2,999 shares of Arch Capital worth $291K as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 97 Arch Capital shares in Q2 2026, an estimated $9.15K.
  • Arch Capital made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Arch Capital in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Arch Capital position peaked at $1.22M in Q1 2025.
  • 906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.