HARBOR INVESTMENT ADVISORY, LLC ACGL — ARCH CAP GROUP LTD ORD

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  9 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported ARCH CAP GROUP LTD ORD (ACGL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows ACGL at 0.04% 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 HARBOR INVESTMENT ADVISORY, LLC's position in ARCH CAP GROUP LTD ORD, 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 Q2

ACGL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held ACGL — position size vs. price
% of Fund (quarterly)    ACGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,001 +665 +12.5% 0.04% $582K 2026-07-07 $102.85
2026 Q1 ADDED — — — 5,336 +173 +3.4% 0.04% $512K 2026-04-23 $98.07
2025 Q4 ADDED — — — 5,163 +401 +8.4% 0.04% $495K 2026-01-07 $95.16
2025 Q3 ADDED — — — 4,762 +1,001 +26.6% 0.04% $432K 2025-10-27 $85.94
2025 Q2 ADDED — — — 3,761 +562 +17.6% 0.03% $342K 2025-07-01 $91.50
2025 Q1 ADDED — — — 3,199 +2,265 +242.5% 0.03% $308K 2025-04-09 $91.48
2024 Q4 ADDED — — — 934 +930 +23250.0% 0.01% $86K 2025-01-16 $96.10
2024 Q2 REDUCED 96.0% +10.9% ❌ 4 -97 -96.0% 0.00% $404 2024-07-19 $91.38
2024 Q1 INITIATED — — — 101 — — 0.00% $9K 2024-04-12 $85.56

🏢 Other funds also holding ACGL

As of 2026 Q2 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.5% Aurora Investment Managers, LLC. 3Y 1.18% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.51% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.12% Czech National Bank 3Y 0.05% Balefire, LLC 3Y 7Y 0.05% Trust Point Inc. 0.04% GAMMA Investing LLC 0.04% Trust Asset Management LLC 3Y 7Y 0.04% Avior Wealth Management, LLC 3Y 7Y 0.03%

FAQ About HARBOR INVESTMENT ADVISORY, 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 HARBOR INVESTMENT ADVISORY, LLC reported owning ACGL?

HARBOR INVESTMENT ADVISORY, LLC reported ACGL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ACGL position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for ACGL was 0.04% in 2026 Q2.

What is the latest reported ACGL position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 6,001 shares, equal to 0.04% of portfolio, with an estimated market value of $582K.

What does the chart on this ACGL ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, 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.

How well did HARBOR INVESTMENT ADVISORY, LLC time their ACGL position?

Based on 13F filing dates vs. subsequent ACGL price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on ACGL relative to SPY over the holding period was -9.7%.

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