Steamboat Capital Partners’s Arch Capital ACGL Stock Holding History

Steamboat Capital Partners’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	$2.87M	Sell	29,543 -374	-1%	-$35.3K	0.61%	48
2026 Q1	$2.87M	Sell	29,917 -193	-0.6%	-$18.5K	0.71%	47
2025 Q4	$2.89M	Sell	30,110 -15,388	-34%	-$1.41M	0.79%	44
2025 Q3	$4.13M	Sell	45,498 -2,788	-6%	-$250K	1.07%	37
2025 Q2	$4.4M	Sell	48,286 -889	-2%	-$82K	1.25%	36
2025 Q1	$4.73M	Buy	49,175 +10,673	+28%	+$985K	1.43%	28
2024 Q4	$3.56M	Buy	38,502 +9,195	+31%	+$928K	1.1%	25
2024 Q3	$3.28M	Buy	29,307 +19,318	+193%	+$2.01M	1.03%	27
2024 Q2	$1.01M	Buy	+9,989	New	+$971K	0.37%	36

Other funds holding ACGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steamboat Capital Partners's ACGL Position: Q2 2026 in Review

Steamboat Capital Partners reduced its Arch Capital (ACGL) stake by 1.3% in Q2 2026, selling an estimated $35.3K and leaving 29,543 shares worth $2.87M. The position accounts for 0.61% of the portfolio, ranked #48.

Steamboat Capital Partners first reported a position in ACGL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.73M in Q1 2025. 906 funds tracked by Wall St. Rank hold ACGL as of Q2 2026.

Steamboat Capital Partners held 29,543 shares of Arch Capital worth $2.87M as of Q2 2026.
Steamboat Capital Partners sold 374 Arch Capital shares in Q2 2026, an estimated $35.3K.
Arch Capital made up 0.61% of Steamboat Capital Partners's portfolio in Q2 2026, its #48 holding.
Steamboat Capital Partners first reported a position in Arch Capital in Q2 2024 and has held it in 9 quarters since.
Steamboat Capital Partners's Arch Capital position peaked at $4.73M in Q1 2025.
906 funds tracked by Wall St. Rank held Arch Capital as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.