Atria Investments, Inc

Position in ACGL — Arch Capital Group Ltd.

CIK 1535865 Charlotte, NC

Position in ACGL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,747,671

-$1,482 QoQ

Shares Held

28,309

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#320

of 899 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $29,657,306 across 5 Insurance - Diversified names. ACGL ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	45,748	$22,891,841
2	ACGL	Arch Capital Group Ltd. This page	28,309	$2,747,671
3	AIG	American International Group, Inc.	35,151	$2,619,804
4	HIG	Hartford Insurance Group, Inc.	9,901	$1,312,080
5	AEG	Aegon Ltd.	10,179	$85,910

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,747,671	28,309	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$2,749,153	28,640	-6.6%	Shares	Sole	2026-05-05
2025-12-31	$2,940,139	30,652	-3.2%	Shares	Sole	2026-02-05
2025-09-30	$2,873,600	31,672	-21.7%	Shares	Sole	2025-11-06
2025-06-30	$3,682,608	40,446	+1.3%	Shares	Sole	2025-08-04
2025-03-31	$3,839,794	39,923	+40.1%	Shares	Sole	2025-05-06
2024-12-31	$2,631,975	28,500	-10.6%	Shares	Sole	2025-02-06
2024-09-30	$3,567,070	31,883	+5.4%	Shares	Sole	2024-11-01
2024-06-30	$3,052,830	30,259	+23.7%	Shares	Sole	2024-08-13
2024-03-31	$2,261,359	24,463	+19.7%	Shares	Sole	2024-05-21
2023-12-31	$1,518,450	20,445	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$1,640,352	20,579	-0.4%	Shares	Sole	2023-11-07
2023-06-30	$1,547,149	20,670	+13.9%	Shares	Sole	2023-08-04
2023-03-31	$1,231,636	18,147	+116.3%	Shares	Sole	2023-05-10
2020-03-31	$238,779	8,390	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.