Avion Wealth

Position in ACGL — Arch Capital Group Ltd.

CIK 1792704 THE WOODLANDS, TX

Position in ACGL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,356

+$2,333 QoQ

Shares Held

117

+24.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#785

of 900 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $2,405,861 across 4 Insurance - Diversified names. ACGL ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	4,728	$2,365,843
2	AIG	American International Group, Inc.	205	$15,278
3	HIG	Hartford Insurance Group, Inc.	101	$13,384
4	ACGL	Arch Capital Group Ltd. This page	117	$11,356

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,356	117	+24.5%	Shares	Sole	2026-07-31
2026-03-31	$9,023	94	-2.1%	Shares	Sole	2026-05-01
2025-12-31	$9,208	96	-23.2%	Shares	Sole	2026-01-23
2025-09-30	$11,341	125	+7.8%	Shares	Sole	2025-10-24
2025-06-30	$10,561	116	+100.0%	Shares	Sole	2025-07-31
2025-03-31	$5	58	0.0%	Shares	Sole	2025-05-09
2024-12-31	$5,356	58	-6.5%	Shares	Sole	2025-01-29
2024-09-30	$6	62	-8.8%	Shares	Sole	2024-10-18
2024-06-30	$6	68	+30.8%	Shares	Sole	2024-07-26
2024-03-31	$4,806	52	-7.1%	Shares	Sole	2024-05-03
2023-12-31	$4,159	56	0.0%	Shares	Sole	2024-01-26
2023-09-30	$4	56	+55.6%	Shares	Sole	2023-10-20
2023-06-30	$2	36	+350.0%	Shares	Sole	2023-07-14
2023-03-31	$542	8	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.