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Robertson Stephens Wealth Management’s Arch Capital ACGL Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-2,683
Closed -$300K – 558
2024
Q3 		$300K Buy
+2,683
New +$279K 0.01% 525
2024
Q2 		– Sell
-4,331
Closed -$400K – 492
2024
Q1 		$400K Buy
4,331
+270
+7% +$22.8K 0.02% 383
2023
Q4 		$302K Buy
4,061
+555
+16% +$45.4K 0.02% 382
2023
Q3 		$279K Buy
+3,506
New +$273K 0.02% 389

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Robertson Stephens Wealth Management's ACGL Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 2,683 shares — an estimated $300K sold.

Robertson Stephens Wealth Management first reported a position in ACGL in Q3 2023 and held it in 4 quarters. The position peaked at $400K in Q1 2024. 845 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,683 Arch Capital shares in Q4 2024, an estimated $300K.
  • Robertson Stephens Wealth Management first reported a position in Arch Capital in Q3 2023 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's Arch Capital position peaked at $400K in Q1 2024.
  • 845 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.