ACGL

Arch Capital Group Ltd
FinancialsUSCUSIP G0450A105◍ Confluence graph
Tracked 13F Holders
798
-280 QoQ
13F Value (tracked)
$26.3B
Insider Net · 180d
-$3.4M
1↑ 4↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)21 adding · 24 trimming
Insider net (180d)-$3.4M

Who owns ACGL?

798 tracked 13F filers

798 tracked 13F filers disclose a position in ACGL as of the latest SEC 13F filings, a combined $26.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$3.0B
31.4M
−1.2%
Reduced · −381K sh
Q1 2026
2Artisan Partners Limited Partnership
$2.2B
22.7M
−2.5%
Reduced · −582K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$2.2B
22.6M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$1.6B
16.3M
~0%
Added · +490 sh
Q2 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B
14.7M
First observed position
No prior filed position
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$1.0B
10.5M
−0.7%
Reduced · −79K sh
Q2 2026
7JPMORGAN CHASE & CO
$648.5M
6.8M
+0.6%
Added · +40K sh
Q1 2026
8NORGES BANK
$463.2M
4.8M
−0.4%
Reduced · −20K sh
Q4 2025
9NORTHERN TRUST CORP
$429.3M
4.5M
−3.5%
Reduced · −162K sh
Q1 2026
10MORGAN STANLEY
$409.0M
4.3M
−0.7%
Reduced · −29K sh
Q1 2026
11DIMENSIONAL FUND ADVISORS LP
$400.6M
4.2M
+2.9%
Added · +118K sh
Q1 2026
12Allspring Global Investments Holdings, LLC
$408.0M
4.1M
+14%
Added · +508K sh
Q2 2026
13Madison Asset Management, LLC
$368.8M
3.8M
−6.8%
Reduced · −277K sh
Q2 2026
14ROYAL BANK OF CANADA
$339.0M
3.5M
+4.7%
Added · +158K sh
Q1 2026
15Legal & General Group Plc
$315.6M
3.3M
+12%
Added · +344K sh
Q1 2026
16PRINCIPAL FINANCIAL GROUP INC
$314.3M
3.3M
−28%
Reduced · −1.3M sh
Q1 2026
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$305.2M
3.2M
+1.2%
Added · +39K sh
Q1 2026
18MARSHFIELD ASSOCIATES
$292.9M
3.1M
+5.7%
Added · +164K sh
Q1 2026
19Polar Capital Holdings Plc
$289.2M
3.0M
−9.7%
Reduced · −320K sh
Q2 2026
20GOLDMAN SACHS GROUP INC
$274.5M
2.9M
−3.1%
Reduced · −90K sh
Q1 2026
21AQR CAPITAL MANAGEMENT LLC
$260.7M
2.7M
+2.3%
Added · +61K sh
Q1 2026
22FIRST TRUST ADVISORS LP
$252.1M
2.6M
+320%
Added · +2.0M sh
Q1 2026
23High Ground Investment Management LLP
$253.6M
2.6M
+46%
Added · +819K sh
Q2 2026
24COOKE & BIELER LP
$214.8M
2.2M
−15%
Reduced · −397K sh
Q1 2026
25ENVESTNET ASSET MANAGEMENT INC
$213.3M
2.2M
+6.2%
Added · +130K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ACGL being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ACGL and 20 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
20
funds
Reduced
24
funds
Exited
0
funds

Funds that own ACGL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT485 funds$307.0B
AMAZON.COM INCAMZN480 funds$227.8B
NVIDIA CORPNVDA479 funds$441.9B
APPLE INCAAPL477 funds$342.6B
ALPHABET INC-CL AGOOGL475 funds$198.2B
JPMORGAN CHASE & COJPM475 funds$77.2B
META PLATFORMS INC-CLASS AMETA473 funds$129.0B
ALPHABET INC-CL CGOOG466 funds$143.6B
VISA INC-CLASS A SHARESV462 funds$72.0B
BROADCOM INCAVGO458 funds$179.3B
ELI LILLY & COLLY455 funds$86.7B
MASTERCARD INC - AMA452 funds$62.1B

Ranked by how many of ACGL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$499K
1 insiders
Sells · 180d
$3.9M
4 insiders
Net
-$3.4M
7 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 18, 2026Morin FrancoisCFO and TreasurerSell (S)11K$1.1M
Jun 3, 2026Posner Brian SDirectorSell (S)3K$59K
May 11, 2026Posner Brian SDirectorSell (S)2K$34K
Apr 30, 2026Houston Daniel JosephDirectorBuy (P)5K$499K
Mar 11, 2026Posner Brian SDirectorSell (S)3K$51K
Mar 10, 2026Papadopoulo NicolasCEO, DirectorSell (S)22K$2.1M
Mar 10, 2026Gansberg DavidPresident, Arch Capital GroupSell (S)6K$569K
Feb 11, 2026Rajeh MaamounPresident, Arch Capital GroupSell (S)47K$4.6M
Dec 15, 2025PASQUESI JOHN MDirectorSell (S)9K$829K
Dec 12, 2025PASQUESI JOHN MDirectorSell (S)29K$2.7M
Dec 12, 2025PASQUESI JOHN MDirectorSell (S)175K$16.4M
Nov 28, 2025Morin FrancoisEVP AND CFOSell (S)8K$757K

Institutional ownership over time

485 funds-95 since Q3 2024
0383765Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.9B · 1 values withheld

Recent filings

15 shown

Keep exploring

Connected entities for ACGL

Browse more

Build

Ask your agent what changed in ACGL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ACGL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ACGL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACGL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.