Position in ACGL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$81,111
-$8,026 QoQ
Shares Held
845
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $630,991 across 1 Insurance - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,261 | $630,991 |
All Filings in ACGL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,111 | 845 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $89,137 | 979 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $97,718 | 1,016 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $106,640 | 1,057 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||