Position in ACGL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,055
+$1,624 QoQ
Shares Held
83
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#800
of 899 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $978,296 across 5 Insurance - Diversified names. ACGL ranks #3 (0.8% of the industry book) .
All Filings in ACGL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,055 | 83 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,431 | 67 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,234 | 65 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,897 | 65 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,550 | 39 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,751 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,601 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,363 | 39 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $38,539 | 382 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $35,312 | 382 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,896 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,108 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,919 | 39 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,646 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,448 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,776 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,774 | 39 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,888 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,733 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,489 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,518 | 39 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,496 | 39 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,406 | 39 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,140 | 39 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,117 | 39 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,109 | 39 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||