Position in ACGL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$207,242
+$4,180 QoQ
Shares Held
2,159
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $9,966,768 across 1 Insurance - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
19,918 | $9,966,768 |
All Filings in ACGL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,242 | 2,159 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $203,062 | 2,117 | Shares | Sole | 2026-02-02 | |
| 2024-12-31 | $284,715 | 3,083 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $330,157 | 2,951 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $279,263 | 2,768 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $221,856 | 2,400 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||