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 Q3	–	Sell	-2,999	Closed	-$291K	–	173
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RFG - Bristol Wealth Advisors's ACGL Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors sold out of Arch Capital (ACGL) in Q3 2026, closing a stake of 2,999 shares — an estimated $291K sold.

RFG - Bristol Wealth Advisors first reported a position in ACGL in Q4 2024 and held it in 7 quarters. The position peaked at $1.22M in Q1 2025. 52 funds tracked by Wall St. Rank hold ACGL as of Q3 2026.

RFG - Bristol Wealth Advisors reported no remaining Arch Capital position as of Q3 2026 after selling out during the quarter.
RFG - Bristol Wealth Advisors sold 2,999 Arch Capital shares in Q3 2026, an estimated $291K.
RFG - Bristol Wealth Advisors first reported a position in Arch Capital in Q4 2024 and held it in 7 quarters.
RFG - Bristol Wealth Advisors's Arch Capital position peaked at $1.22M in Q1 2025.
52 funds tracked by Wall St. Rank held Arch Capital as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.