Valued Wealth Advisors’s Arch Capital ACGL Stock Holding History

Valued Wealth Advisors’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	$10.6K	Sell	110 -6	-5%	-$574	﹤0.01%	279
2025 Q4	$11.1K	Buy	116 +32	+38%	+$2.93K	﹤0.01%	207
2025 Q3	$7.62K	Sell	84 -30	-26%	-$2.69K	﹤0.01%	241
2025 Q2	$10.4K	Sell	114 -22	-16%	-$2.03K	0.01%	210
2025 Q1	$13.1K	Buy	136 +30	+28%	+$2.77K	0.01%	195
2024 Q4	$9.79K	Sell	106 -73	-41%	-$7.37K	0.01%	232
2024 Q3	$20K	Buy	179 +52	+41%	+$5.41K	0.01%	146
2024 Q2	$12.8K	Buy	127 +54	+74%	+$5.25K	0.01%	174
2024 Q1	$6.75K	Buy	73 +22	+43%	+$1.86K	﹤0.01%	228
2023 Q4	$4.07K	Buy	+51	New	+$4.17K	﹤0.01%	220

Other funds holding ACGL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM Investment Management

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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