Williams Jones Wealth Management’s Arch Capital ACGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8M	Sell	122,718 -1,041	-0.8%	-$99.7K	0.14%	88
2025 Q4	$11.9M	Sell	123,759 -5,109	-4%	-$467K	0.13%	90
2025 Q3	$11.7M	Sell	128,868 -981	-0.8%	-$88K	0.13%	92
2025 Q2	$11.8M	Sell	129,849 -4,485	-3%	-$414K	0.14%	90
2025 Q1	$12.9M	Sell	134,334 -1,025	-0.8%	-$94.6K	0.17%	85
2024 Q4	$12.5M	Sell	135,359 -3,896	-3%	-$393K	0.15%	92
2024 Q3	$15.6M	Sell	139,255 -45	-0%	-$4.68K	0.18%	84
2024 Q2	$14.1M	Sell	139,300 -80	-0.1%	-$7.78K	0.17%	87
2024 Q1	$12.9M	Sell	139,380 -8,675	-6%	-$733K	0.16%	89
2023 Q4	$11M	Sell	148,055 -3,135	-2%	-$256K	0.15%	94
2023 Q3	$12.1M	Sell	151,190 -6,275	-4%	-$488K	0.19%	86
2023 Q2	$11.8M	Buy	157,465 +4,075	+3%	+$295K	0.18%	91
2023 Q1	$10.4M	Sell	153,390 -967	-0.6%	-$63.5K	0.16%	98
2022 Q4	$9.69M	Sell	154,357 -6,120	-4%	-$342K	0.16%	100
2022 Q3	$7.31M	Buy	160,477 +625	+0.4%	+$28.2K	0.13%	111
2022 Q2	$7.27M	Sell	159,852 -150	-0.1%	-$6.95K	0.12%	121
2022 Q1	$7.75M	Sell	160,002 -1,100	-0.7%	-$51.1K	0.11%	121
2021 Q4	$7.16M	Buy	161,102 +1,701	+1%	+$72.2K	0.09%	122
2021 Q3	$6.09M	Buy	159,401 +2,503	+2%	+$99.1K	0.09%	131
2021 Q2	$6.11M	Buy	156,898 +54	+0%	+$2.14K	0.09%	132
2021 Q1	$6.02M	Sell	156,844 -2,573	-2%	-$91.6K	0.09%	127
2020 Q4	$5.75M	Buy	159,417 +3,137	+2%	+$103K	0.09%	117
2020 Q3	$4.57M	Buy	156,280 +8,680	+6%	+$265K	0.08%	119
2020 Q2	$4.23M	Buy	147,600 +731	+0.5%	+$20.2K	0.09%	118
2020 Q1	$4.18M	Buy	146,869 +1,298	+0.9%	+$52.6K	0.11%	100
2019 Q4	$6.24M	Hold	145,571	–	–	0.12%	107
2019 Q3	$6.11M	Buy	+145,571	New	+$5.74M	0.13%	101