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Wellington Wealth Strategies’s Arch Capital ACGL Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$451K Sell
5,006
-187
-4% -$18.9K 0.41% 42
2024
Q3 		$512K Buy
+5,193
New +$540K 0.39% 46
2024
Q2 		– Sell
-3,045
Closed -$281K – 51
2024
Q1 		$281K Buy
+3,045
New +$257K 0.13% 116

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wellington Wealth Strategies's ACGL Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Arch Capital (ACGL) stake by 3.6% in Q4 2024, selling an estimated $18.9K and leaving 5,006 shares worth $451K. The position accounts for 0.41% of the portfolio, ranked #42.

Wellington Wealth Strategies first reported a position in ACGL in Q1 2024 and has held it in 3 quarters since. The position peaked at $512K in Q3 2024. 844 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Wellington Wealth Strategies held 5,006 shares of Arch Capital worth $451K as of Q4 2024.
  • Wellington Wealth Strategies sold 187 Arch Capital shares in Q4 2024, an estimated $18.9K.
  • Arch Capital made up 0.41% of Wellington Wealth Strategies's portfolio in Q4 2024, its #42 holding.
  • Wellington Wealth Strategies first reported a position in Arch Capital in Q1 2024 and has held it in 3 quarters since.
  • Wellington Wealth Strategies's Arch Capital position peaked at $512K in Q3 2024.
  • 844 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.