Venturi Wealth Management, LLC

Position in ACGL — Arch Capital Group Ltd.

CIK 1666363 AUSTIN, TX

Position in ACGL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,875,878

-$94,796 QoQ

Shares Held

19,327

-5.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#363

of 900 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 44% Shared 56% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $8,625,379 across 5 Insurance - Diversified names. ACGL ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	9,569	$4,788,230
2	ACGL	Arch Capital Group Ltd. This page	19,327	$1,875,878
3	AIG	American International Group, Inc.	13,458	$1,003,024
4	SLF	Sun Life Financial Inc	6,160	$483,067
5	AEG	Aegon Ltd.	56,301	$475,180

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,875,878	19,327	-5.9%	Shares	Sole	2026-07-20
2026-03-31	$1,970,674	20,530	+1.1%	Shares	Other	2026-04-21
2025-12-31	$1,948,230	20,311	+57.7%	Shares	Sole	2026-01-22
2025-09-30	$1,168,783	12,882	+3.4%	Shares	Other	2025-10-23
2025-06-30	$1,133,845	12,453	-5.9%	Shares	Other	2025-07-23
2025-03-31	$1,272,268	13,228	+0.9%	Shares	Sole	2025-05-06
2024-12-31	$1,210,985	13,113	-3.8%	Shares	Sole	2025-01-31
2024-09-30	$1,525,148	13,632	+59.4%	Shares	Sole	2024-11-04
2024-06-30	$862,911	8,553	+17006.0%	Shares	Sole	2024-07-19
2024-03-31	$4,622	50	+4.2%	Shares	Other	2024-04-23
2023-12-31	$3,564	48	+50.0%	Shares	Other	2024-01-23
2023-09-30	$2,550	32	+45.5%	Shares	Other	2023-11-02
2023-06-30	$1,646	22	—	Shares	Other	2023-07-24
No filing history on record for this holder in this stock.