ACGL β€” Arch Capital

Ownership history in COOKE & BIELER LP  Β·  24 quarters on record

AI Ownership Summary

COOKE & BIELER LP reported Arch Capital (ACGL) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.64% in 2025 Q4. The latest visible filing shows ACGL at 2.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKE & BIELER LP's position in Arch Capital, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACGL was reported at 2.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOKE & BIELER LP held ACGL β€” position size vs. price
% of Fund (quarterly)    ACGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,635,193 +311,202 +13.4% 2.64% $252.8M 2026-02-14 (Est.) $98.38
2025 Q3 ADDED 2,323,991 +2,317,181 +34026.2% 2.18% $210.9M 2025-10-31 $86.31
2024 Q1 REDUCED 6,810 -8,045 -54.2% 0.01% $630K 2024-05-10 $95.14
2023 Q4 REDUCED 14,855 -948,156 -98.5% 0.01% $1.1M 2024-01-31 $78.38
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About COOKE & BIELER LP and ACGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKE & BIELER LP reported owning ACGL?

COOKE & BIELER LP reported ACGL across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACGL position in COOKE & BIELER LP's portfolio?

The largest reported portfolio weight for ACGL was 2.64% in 2025 Q4.

What is the latest reported ACGL position on this page?

The most recent filing on this page is 2025 Q4, when COOKE & BIELER LP reported 2,635,193 shares, equal to 2.64% of portfolio, with an estimated market value of $252.8M.

What does the chart on this ACGL ownership page compare?

The chart compares COOKE & BIELER LP's quarterly ACGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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