Position in ACGL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$286,228
-$17,481 QoQ
Shares Held
2,949
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#622
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, 2026Advisor OS, LLC holds $4,652,389 across 3 Insurance - Diversified names. ACGL ranks #3 (6.2% 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 | $286,228 | 2,949 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $303,709 | 3,164 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $281,236 | 2,932 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $249,506 | 2,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $253,572 | 2,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $678,643 | 7,056 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $524,174 | 5,676 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $735,495 | 6,574 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $625,011 | 6,195 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $554,453 | 5,998 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $423,039 | 5,696 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $413,692 | 5,190 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $337,421 | 4,508 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $288,716 | 4,254 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||