Connecticut Wealth Management, LLC

Position in ACGL — Arch Capital Group Ltd.

CIK 1689829 FARMINGTON, CT

Position in ACGL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,517,569

+$11,007 QoQ

Shares Held

56,847

-0.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#246

of 900 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $19,005,270 across 4 Insurance - Diversified names. ACGL ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	16,887	$8,450,085
2	ACGL	Arch Capital Group Ltd. This page	56,847	$5,517,569
3	AIG	American International Group, Inc.	58,200	$4,337,646
4	HIG	Hartford Insurance Group, Inc.	5,282	$699,970

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,517,569	56,847	-0.9%	Shares	Sole	2026-07-29
2026-03-31	$5,506,562	57,366	0.0%	Shares	Sole	2026-05-01
2025-12-31	$5,502,546	57,366	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$5,231,763	57,663	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$5,515,900	60,581	-5.6%	Shares	Sole	2025-08-14
2025-03-31	$6,172,640	64,178	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.