ACGL β€” Arch Capital Group Ltd

Ownership history in Madison Asset Management, LLC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which Madison Asset Management, LLC reported a position in Arch Capital Group Ltd (ACGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.3% (2024 Q3)
πŸ“Š Avg. % of fund
3.33%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

Madison Asset Management, LLC Γ— ACGL AI Analytics

πŸ“‰ Madison Asset Management, LLC underperformed the S&P 500 by –4.4% annually on this ACGL position. Timing score: 42% (10/24 decisions correct). Average cost basis: $51.37. Maximum drawdown during holding period: –33.6%.

πŸ“ˆ Position Alpha vs SPY
-4.4%
annualised excess return

⚠️ Trailed SPY by 4.4% ann. on this position.
11 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct

πŸ’° Entry Quality
$51.37
+86.7% vs current ($95.92)

Best entry: $27.24 (2020 Q2)  Β·  Worst: $106.39 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–33.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
52%
buy-side decisions

13 adds Β· 12 trims. Bought during 3 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.78% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ACGL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,332,431 -375,516 -8.0% 4.78% $415.6M $95.92
2025 Q3 REDUCED 4,707,947 -117,288 -2.4% 4.71% $427.2M $90.73
2025 Q2 REDUCED 4,825,235 -12,367 -0.3% 4.74% $439.3M $91.05
2025 Q1 ADDED 4,837,602 +397,857 +9.0% 5.18% $465.3M $96.18
2024 Q4 ADDED 4,439,745 +226,229 +5.4% 4.62% $410.0M $92.35
2024 Q3 ADDED 4,213,516 +197,681 +4.9% 5.30% $471.4M $106.39
2024 Q2 ADDED 4,015,835 +205,894 +5.4% 5.01% $405.2M $95.94
2024 Q1 ADDED 3,809,941 +307,290 +8.8% 4.33% $352.2M $87.90
2023 Q4 ADDED 3,502,651 +74,603 +2.2% 3.53% $260.1M $70.62
2023 Q3 ADDED 3,428,048 +63,510 +1.9% 4.01% $273.2M $75.80
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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