Position in ACGL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$35,621
-$5,174 QoQ
Shares Held
367
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#735
of 905 holders
Holding Since
Jun 2023
13 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, 2026Cornerstone Planning Group LLC holds $717,369 across 6 Insurance - Diversified names. ACGL ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,231 | $615,980 | |
| 2 | ACGL |
Arch Capital Group Ltd.
This page
|
367 | $35,621 | |
| 3 | SLF |
Sun Life Financial Inc
|
441 | $34,583 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
130 | $17,227 | |
| 5 | AIG |
American International Group, Inc.
|
125 | $9,316 | |
| 6 | AEG |
Aegon Ltd.
|
550 | $4,642 |
All Filings in ACGL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,621 | 367 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $40,795 | 425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,833 | 384 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $34,840 | 384 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,646 | 73 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,697 | 184 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,971 | 43 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,482 | 49 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,640 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,974 | 43 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,747 | 37 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,949 | 37 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,646 | 22 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||