HB Wealth Management, LLC

Position in ACGL — Arch Capital Group Ltd.

CIK 1911253 Atlanta, GA

Position in ACGL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,666,617

+$212,273 QoQ

Shares Held

17,171

+13.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#377

of 900 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $96,497,277 across 6 Insurance - Diversified names. ACGL ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	180,564	$90,352,419
2	AIG	American International Group, Inc.	35,218	$2,624,797
3	ACGL	Arch Capital Group Ltd. This page	17,171	$1,666,617
4	HIG	Hartford Insurance Group, Inc.	9,937	$1,316,851
5	SLF	Sun Life Financial Inc	4,390	$344,263
6	AEG	Aegon Ltd.	22,788	$192,330

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,666,617	17,171	+13.3%	Shares	Sole	2026-07-29
2026-03-31	$1,454,344	15,151	+4.7%	Shares	Sole	2026-04-27
2025-12-31	$1,388,633	14,477	+14.4%	Shares	Sole	2026-01-28
2025-09-30	$1,148,369	12,657	-2.1%	Shares	Sole	2025-10-23
2025-06-30	$1,177,367	12,931	+3.6%	Shares	Sole	2025-07-17
2025-03-31	$1,200,422	12,481	+52.7%	Shares	Sole	2025-05-07
2024-12-31	$754,684	8,172	+3.3%	Shares	Sole	2025-01-15
2024-09-30	$884,747	7,908	+5.7%	Shares	Sole	2024-10-15
2024-06-30	$754,858	7,482	+19.6%	Shares	Sole	2024-07-26
2024-03-31	$578,397	6,257	+8.4%	Shares	Sole	2024-04-30
2023-12-31	$428,612	5,771	+0.8%	Shares	Sole	2024-01-16
2023-09-30	$456,419	5,726	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.