Institute for Wealth Management, LLC.
Position in ACGL — Arch Capital Group Ltd.
CIK 1533954
DENVER, CO
Position in ACGL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$369,895
-$6,961 QoQ
Shares Held
3,811
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#575
of 900 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. ACGL ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,616 | $4,811,750 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
25,896 | $3,431,737 | |
| 3 | AIG |
American International Group, Inc.
|
14,872 | $1,108,410 | |
| 4 | ACGL |
Arch Capital Group Ltd.
This page
|
3,811 | $369,895 | |
| 5 | SLF |
Sun Life Financial Inc
|
70 | $5,489 | |
| 6 | AEG |
Aegon Ltd.
|
332 | $2,802 |
All Filings in ACGL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,895 | 3,811 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $376,856 | 3,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $376,581 | 3,926 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $361,649 | 3,986 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $790,222 | 8,679 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $834,746 | 8,679 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $411,973 | 4,461 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $505,809 | 4,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $473,274 | 4,691 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $438,258 | 4,741 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $352,931 | 4,752 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $373,839 | 4,690 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $351,046 | 4,690 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $304,125 | 4,481 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $281,317 | 4,481 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||