TCWP’s Arch Capital ACGL Stock Holding History

TCWP’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	–	Sell	-3,750	Closed	-$281K	–	104
2023 Q2	$281K	Buy	+3,750	New	+$271K	0.06%	146
2022 Q2	–	Sell	-47	Closed	-$2K	–	274
2022 Q1	$2K	Buy	+47	New	+$2.19K	﹤0.01%	1262

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCWP's ACGL Position: Q3 2023 in Review

TCWP sold out of Arch Capital (ACGL) in Q3 2023, closing a stake of 3,750 shares — an estimated $281K sold.

TCWP first reported a position in ACGL in Q1 2022 and held it in 2 quarters. The position peaked at $281K in Q2 2023. 685 funds tracked by Wall St. Rank hold ACGL as of Q3 2023.

TCWP reported no remaining Arch Capital position as of Q3 2023 after selling out during the quarter.
TCWP sold 3,750 Arch Capital shares in Q3 2023, an estimated $281K.
TCWP first reported a position in Arch Capital in Q1 2022 and held it in 2 quarters.
TCWP's Arch Capital position peaked at $281K in Q2 2023.
685 funds tracked by Wall St. Rank held Arch Capital as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.