ACGL — ARCH CAP GROUP LTD

Ownership history in EAGLE WEALTH STRATEGIES LLC  ·  10 quarters on record

AI Ownership Summary

EAGLE WEALTH STRATEGIES LLC reported ARCH CAP GROUP LTD (ACGL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2024 Q3. The latest visible filing shows ACGL at 0.26% 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.

What this ACGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EAGLE WEALTH STRATEGIES LLC's position in ARCH CAP GROUP LTD, 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
2026 Q1

ACGL was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q3

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 2026 Q1

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.

ACGL stock page EAGLE WEALTH STRATEGIES LLC fund profile EAGLE WEALTH STRATEGIES LLC full holdings
How EAGLE WEALTH STRATEGIES LLC held ACGL — position size vs. price
% of Fund (quarterly)    ACGL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,074 +67 +1.1% 0.26% $583K 2026-04-10 $95.97
2025 Q4 ADDED 6,007 +4 +0.1% 0.27% $576K 2026-01-06 $93.92
2025 Q3 ADDED 6,003 +3 +0.1% 0.27% $545K 2025-11-07 $89.57
2025 Q2 UNCHANGED 6,000 — 0% 0.31% $546K 2025-07-17 $88.66
2025 Q1 UNCHANGED 6,000 — 0% 0.35% $577K 2025-04-14 $92.87
2024 Q4 UNCHANGED 6,000 — 0% 0.40% $554K 2025-01-17 $95.51
2024 Q3 UNCHANGED 6,000 — 0% 0.49% $671K 2024-10-08 $104.51
2024 Q2 UNCHANGED 6,000 — 0% 0.49% $605K 2024-07-18 $93.42
2024 Q1 UNCHANGED 6,000 — 0% 0.45% $554K 2024-04-15 $85.35
2023 Q4 INITIATED 6,000 — — 0.27% $446K 2024-02-05 $79.55

🏢 Other funds also holding ACGL

As of 2026 Q1 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.69% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.54% DIVERSIFIED MANAGEMENT INC 0.34% Legacy Wealth Asset Management, LLC 3Y 0.17% Chemistry Wealth Management LLC 3Y 0.17% Gilman Hill Asset Management, LLC 3Y 7Y 0.11% Impact Capital Partners LLC 0.1% HALL LAURIE J TRUSTEE 3Y 7Y 0.09% Sunflower Bank, N.A. 3Y 0.08% Everhart Financial Group, Inc. 3Y 0.07%

FAQ About EAGLE WEALTH STRATEGIES LLC and ACGL

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

How long has EAGLE WEALTH STRATEGIES LLC reported owning ACGL?

EAGLE WEALTH STRATEGIES LLC reported ACGL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACGL position in EAGLE WEALTH STRATEGIES LLC's portfolio?

The largest reported portfolio weight for ACGL was 0.49% in 2024 Q3.

What is the latest reported ACGL position on this page?

The most recent filing on this page is 2026 Q1, when EAGLE WEALTH STRATEGIES LLC reported 6,074 shares, equal to 0.26% of portfolio, with an estimated market value of $583K.

What does the chart on this ACGL ownership page compare?

The chart compares EAGLE WEALTH STRATEGIES LLC'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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