Position in ACGL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,182
+$559 QoQ
Shares Held
74
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#808
of 900 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $1,043,519 across 5 Insurance - Diversified names. ACGL ranks #4 (0.7% of the industry book) .
All Filings in ACGL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,182 | 74 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,623 | 69 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,851 | 61 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,715 | 63 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,645 | 62 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,386 | 56 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,187 | 67 | Shares | Sole | 2025-01-30 | |
| 2023-09-30 | $6,376 | 80 | Shares | Sole | 2023-10-30 | |
| 2020-12-31 | $793 | 22 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||