UFPG
ACGL icon

United Financial Planning Group’s Arch Capital ACGL Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-130
Closed -$12.5K – 463
2025
Q4 		$12.5K Buy
+130
New +$11.9K 0.01% 178

Other funds holding ACGL

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Financial Planning Group's ACGL Position: Q1 2026 in Review

United Financial Planning Group sold out of Arch Capital (ACGL) in Q1 2026, closing a stake of 130 shares — an estimated $12.5K sold.

United Financial Planning Group first reported a position in ACGL in Q4 2025 and held it in 1 quarter. The position peaked at $12.5K in Q4 2025. 918 funds tracked by Wall St. Rank hold ACGL as of Q1 2026.

  • United Financial Planning Group reported no remaining Arch Capital position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 130 Arch Capital shares in Q1 2026, an estimated $12.5K.
  • United Financial Planning Group first reported a position in Arch Capital in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Arch Capital position peaked at $12.5K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Arch Capital as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.