Whittier Trust’s Arch Capital ACGL Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-1,038	Closed	-$94.5K	–	1380
2025 Q2	$94.5K	Hold	1,038	–	–	﹤0.01%	813
2025 Q1	$99.8K	Hold	1,038	–	–	﹤0.01%	782
2024 Q4	$95.9K	Hold	1,038	–	–	﹤0.01%	804
2024 Q3	$116K	Hold	1,038	–	–	﹤0.01%	760
2024 Q2	$105K	Sell	1,038 -643	-38%	-$62.5K	﹤0.01%	763
2024 Q1	$155K	Buy	1,681 +1,419	+542%	+$120K	﹤0.01%	701
2023 Q4	$19.5K	Sell	262 -200	-43%	-$16.3K	﹤0.01%	1104
2023 Q3	$36.8K	Buy	462 +38	+9%	+$2.96K	﹤0.01%	983
2023 Q2	$31.7K	Hold	424	–	–	﹤0.01%	1025
2023 Q1	$28.8K	Hold	424	–	–	﹤0.01%	1076
2022 Q4	$26.6K	Hold	424	–	–	﹤0.01%	1086
2022 Q3	$19K	Buy	424 +162	+62%	+$7.32K	﹤0.01%	1183
2022 Q2	$12K	Hold	262	–	–	﹤0.01%	1276
2022 Q1	$13K	Hold	262	–	–	﹤0.01%	1283
2021 Q4	$12K	Hold	262	–	–	﹤0.01%	1286
2021 Q3	$10K	Hold	262	–	–	﹤0.01%	1242
2021 Q2	$10K	Hold	262	–	–	﹤0.01%	1264
2021 Q1	$10K	Buy	+262	New	+$9.32K	﹤0.01%	1245
2020 Q2	–	Sell	-15	Closed	–	–	1388
2020 Q1	$0	Hold	15	–	–	﹤0.01%	1465
2019 Q4	$1K	Buy	+15	New	+$622	﹤0.01%	1403

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whittier Trust's ACGL Position: Q3 2025 in Review

Whittier Trust sold out of Arch Capital (ACGL) in Q3 2025, closing a stake of 1,038 shares — an estimated $94.5K sold.

Whittier Trust first reported a position in ACGL in Q4 2019 and held it in 20 quarters. The position peaked at $155K in Q1 2024. 844 funds tracked by Wall St. Rank hold ACGL as of Q3 2025.

Whittier Trust reported no remaining Arch Capital position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 1,038 Arch Capital shares in Q3 2025, an estimated $94.5K.
Whittier Trust first reported a position in Arch Capital in Q4 2019 and held it in 20 quarters.
Whittier Trust's Arch Capital position peaked at $155K in Q1 2024.
844 funds tracked by Wall St. Rank held Arch Capital as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.