Smith Group Asset Management’s Arch Capital ACGL Stock Holding History

Smith Group Asset 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
2026 Q1	$39.6M	Buy	412,379 +29,591	+8%	+$2.83M	2.02%	24
2025 Q4	$36.7M	Buy	382,788 +23,769	+7%	+$2.17M	1.95%	24
2025 Q3	$32.6M	Buy	359,019 +16,566	+5%	+$1.49M	1.87%	25
2025 Q2	$31.2M	Buy	342,453 +9,062	+3%	+$836K	2.04%	19
2025 Q1	$32.1M	Buy	333,391 +17,422	+6%	+$1.61M	2.4%	14
2024 Q4	$29.2M	Buy	315,969 +260	+0.1%	+$26.2K	2.15%	16
2024 Q3	$35.3M	Sell	315,709 -37,921	-11%	-$3.94M	2.93%	8
2024 Q2	$35.7M	Buy	353,630 +12,330	+4%	+$1.2M	3.17%	6
2024 Q1	$31.5M	Buy	341,300 +37,180	+12%	+$3.14M	1.81%	15
2023 Q4	$22.6M	Buy	+304,120	New	+$24.9M	1.31%	23
2021 Q4	–	Sell	-376,159	Closed	-$14.4M	–	366
2021 Q3	$14.4M	Hold	376,159	–	–	0.73%	45
2021 Q2	$14.6M	Hold	376,159	–	–	0.72%	43
2021 Q1	$14.4M	Buy	+376,159	New	+$13.4M	0.77%	43
2020 Q2	–	Sell	-215,580	Closed	-$6.13M	–	299
2020 Q1	$6.13M	Sell	215,580 -18,920	-8%	-$767K	0.33%	67
2019 Q4	$10.1M	Sell	234,500 -115,130	-33%	-$4.78M	0.42%	66
2019 Q3	$14.7M	Buy	+349,630	New	+$13.8M	0.52%	67

Other funds holding ACGL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Group Asset Management's ACGL Position: Q1 2026 in Review

Smith Group Asset Management increased its Arch Capital (ACGL) stake by 7.7% in Q1 2026, buying an estimated $2.83M and bringing the position to 412,379 shares worth $39.6M. The position accounts for 2.02% of the portfolio, ranked #24.

Smith Group Asset Management first reported a position in ACGL in Q3 2019 and has held it in 16 quarters since. 909 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.

Smith Group Asset Management held 412,379 shares of Arch Capital worth $39.6M as of Q1 2026.
Smith Group Asset Management bought 29,591 Arch Capital shares in Q1 2026, an estimated $2.83M.
Arch Capital made up 2.02% of Smith Group Asset Management's portfolio in Q1 2026, its #24 holding.
Smith Group Asset Management first reported a position in Arch Capital in Q3 2019 and has held it in 16 quarters since.
909 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.