Position in ACGL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$955,749
-$26,996 QoQ
Shares Held
9,847
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#437
of 900 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,756,897 across 3 Insurance - Diversified names. ACGL ranks #2 (14.1% of the industry book) .
All Filings in ACGL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,749 | 9,847 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $982,745 | 10,238 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $968,120 | 10,093 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $911,382 | 10,045 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $914,688 | 10,046 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $970,263 | 10,088 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $953,421 | 10,324 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,521,679 | 13,601 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,411,955 | 13,995 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,349,993 | 14,604 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,071,344 | 14,425 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,209,918 | 15,179 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $985,699 | 13,169 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $708,902 | 10,445 | Shares | Defined | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||