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WR Wealth Planners’s Arch Capital ACGL Stock Holding History

WR Wealth Planners’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 		$3.14K Sell
34
-13
-28% -$1.31K ﹤0.01% 780
2024
Q3 		$5.26K Buy
47
+7
+18% +$728 ﹤0.01% 733
2024
Q2 		$4.04K Buy
40
+1
+3% +$97 ﹤0.01% 755
2024
Q1 		$3.6K Buy
+39
New +$3.3K ﹤0.01% 783

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WR Wealth Planners's ACGL Position: Q4 2024 in Review

WR Wealth Planners reduced its Arch Capital (ACGL) stake by 28% in Q4 2024, selling an estimated $1.31K and leaving 34 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

WR Wealth Planners first reported a position in ACGL in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.26K in Q3 2024. 842 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • WR Wealth Planners held 34 shares of Arch Capital worth $3.14K as of Q4 2024.
  • WR Wealth Planners sold 13 Arch Capital shares in Q4 2024, an estimated $1.31K.
  • Arch Capital made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #780 holding.
  • WR Wealth Planners first reported a position in Arch Capital in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Arch Capital position peaked at $5.26K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.