Position in ACGL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$249,055
+$1,305 QoQ
Shares Held
2,566
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#646
of 900 holders
Holding Since
Dec 2020
5 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, 2026Regent Peak Wealth Advisors LLC holds $5,324,403 across 3 Insurance - Diversified names. ACGL ranks #2 (4.7% of the industry book) .
All Filings in ACGL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,055 | 2,566 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $247,750 | 2,581 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $289,597 | 3,011 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $231,284 | 2,502 | Shares | Sole | 2024-05-01 | |
| 2020-12-31 | $432 | 12 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||