Position in ACGL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$608,372
-$31,305 QoQ
Shares Held
6,268
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 900 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $56,747,798 across 5 Insurance - Diversified names. ACGL ranks #2 (1.1% of the industry book) .
All Filings in ACGL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,372 | 6,268 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $639,677 | 6,664 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $318,166 | 3,317 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $329,349 | 3,630 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,426 | 3,025 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $278,729 | 2,898 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||