Position in ACGL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$665,054
-$379,412 QoQ
Shares Held
6,852
-37.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#498
of 900 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. ACGL ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
126,457 | $67,767,915 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
10,899 | $1,444,335 | |
| 3 | SLF |
Sun Life Financial Inc
|
13,164 | $1,032,320 | |
| 4 | AIG |
American International Group, Inc.
|
12,618 | $940,419 | |
| 5 | ACGL |
Arch Capital Group Ltd.
This page
|
6,852 | $665,054 | |
| 6 | AEG |
Aegon Ltd.
|
20,524 | $173,221 |
All Filings in ACGL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,054 | 6,852 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,044,466 | 10,881 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,159,480 | 12,088 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $734,459 | 8,095 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $732,224 | 8,042 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $652,003 | 6,779 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $639,523 | 6,925 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $389,677 | 3,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $347,464 | 3,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $298,858 | 3,233 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $232,687 | 3,133 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $267,745 | 3,359 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $254,639 | 3,402 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $230,893 | 3,402 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||