Position in ACGL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,114
-$2,422 QoQ
Shares Held
63
-29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#813
of 899 holders
Holding Since
Mar 2023
12 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, 2026Cape Investment Advisory, Inc. holds $845,517 across 4 Insurance - Diversified names. ACGL ranks #3 (0.7% of the industry book) .
All Filings in ACGL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,114 | 63 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $8,536 | 89 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,821 | 20 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,019 | 21 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,939 | 21 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,237 | 20 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,017 | 20 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,848 | 20 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $1,485 | 20 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,594 | 20 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,497 | 20 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $26,469 | 390 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||