SFG
ACGL icon

Steward Financial Group’s Arch Capital ACGL Stock Holding History

Steward Financial Group’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
2023
Q3 		$41K Buy
525
+338
+181% +$26.3K 0.01% 170
2023
Q2 		$13K Hold
187
– – ﹤0.01% 308
2023
Q1 		$12K Buy
187
+114
+156% +$7.49K ﹤0.01% 170
2022
Q4 		$4K Buy
+73
New +$4.08K ﹤0.01% 206
2022
Q3 		– Sell
-49
Closed -$2K – 61
2022
Q2 		$2K Buy
+49
New +$2.27K ﹤0.01% 499

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Steward Financial Group's ACGL Position: Q3 2023 in Review

Steward Financial Group increased its Arch Capital (ACGL) stake by 181% in Q3 2023, buying an estimated $26.3K and bringing the position to 525 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #170.

Steward Financial Group first reported a position in ACGL in Q2 2022 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold ACGL as of Q3 2023.

  • Steward Financial Group held 525 shares of Arch Capital worth $41K as of Q3 2023.
  • Steward Financial Group bought 338 Arch Capital shares in Q3 2023, an estimated $26.3K.
  • Arch Capital made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #170 holding.
  • Steward Financial Group first reported a position in Arch Capital in Q2 2022 and has held it in 5 quarters since.
  • 684 funds tracked by Wall St. Rank held Arch Capital as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.