Position in ACGL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$241,873
+$2,570 QoQ
Shares Held
2,492
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#652
of 904 holders
Holding Since
Mar 2026
2 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, 2026SkyOak Wealth, LLC holds $3,497,641 across 3 Insurance - Diversified names. ACGL ranks #2 (6.9% of the industry book) .
All Filings in ACGL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,873 | 2,492 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $239,303 | 2,493 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||