AE Wealth Management LLC

Position in ACGL — Arch Capital Group Ltd.

CIK 1697723 TOPEKA, KS

Position in ACGL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$862,164

-$224,908 QoQ

Shares Held

8,883

-21.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#453

of 900 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $154,029,508 across 5 Insurance - Diversified names. ACGL ranks #2 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	298,886	$151,804,576
2	ACGL	Arch Capital Group Ltd. This page	8,883	$862,164
3	HIG	Hartford Insurance Group, Inc.	4,852	$642,973
4	AIG	American International Group, Inc.	7,361	$548,599
5	AEG	Aegon Ltd.	20,284	$171,196

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$862,164	8,883	-21.6%	Shares	Other	2026-08-03
2026-03-31	$1,087,072	11,325	+12.4%	Shares	Other	2026-05-13
2025-12-31	$966,765	10,079	+19.3%	Shares	Other	2026-01-26
2025-09-30	$766,569	8,449	+25.9%	Shares	Other	2025-11-03
2025-06-30	$610,850	6,709	+1.2%	Shares	Other	2025-08-06
2025-03-31	$637,762	6,631	+96.1%	Shares	Other	2025-05-06
2024-12-31	$312,230	3,381	+20.3%	Shares	Other	2025-02-13
2024-09-30	$314,379	2,810	+10.5%	Shares	Other	2024-11-14
2024-06-30	$256,562	2,543	+15.2%	Shares	Other	2024-08-12
2024-03-31	$204,013	2,207	-78.3%	Shares	Other	2024-05-15
2023-12-31	$755,103	10,167	+16.0%	Shares	Sole	2024-02-14
2023-09-30	$698,498	8,763	-26.0%	Shares	Sole	2023-10-11
2023-03-31	$803,173	11,834	+27.5%	Shares	Sole	2023-04-14
2022-12-31	$582,535	9,279	-2.9%	Shares	Sole	2023-01-31
2022-09-30	$435,316	9,559	+6.7%	Shares	Sole	2022-10-25
2022-06-30	$407,499	8,958	-0.0%	Shares	Sole	2022-08-03
2022-03-31	$433,794	8,959	+10.8%	Shares	Sole	2022-04-18
2021-12-31	$359,422	8,086	-1.4%	Shares	Sole	2022-01-20
2021-09-30	$313,037	8,199	-14.1%	Shares	Sole	2021-11-01
2021-06-30	$371,604	9,543	+7.6%	Shares	Sole	2021-07-21
2021-03-31	$340,265	8,868	-13.0%	Shares	Sole	2021-04-27
2020-12-31	$367,589	10,191	+18.9%	Shares	Sole	2021-02-01
2020-09-30	$250,789	8,574	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.