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Davis Asset Management, L.P.

Position in ACGL — Arch Capital Group Ltd.

CIK 1945894 SAUSALITO, CA

Position in ACGL

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$62,393,500
+$9,637,500 QoQ
Shares Held
650,000
+18.2% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ACGL Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Mar 31, 2026

Davis Asset Management, L.P. holds $213,653,161 across 3 Insurance - Diversified names. ACGL ranks #2 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ACGL
Arch Capital Group Ltd.
This page
650,000 $62,393,500

All Filings in ACGL

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15 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $62,393,500 650,000
2025-12-31 $52,756,000 550,000
2025-09-30 $49,901,500 550,000
2025-06-30 $50,077,500 550,000
2025-03-31 $52,899,000 550,000
2024-12-31 $50,792,500 550,000
2024-09-30 $61,534,000 550,000
2024-06-30 $55,489,500 550,000
2024-03-31 $60,086,000 650,000
2023-12-31 $48,275,500 650,000
2023-09-30 $95,652,000 1,200,000
2023-06-30 $147,882,642 1,975,720
2023-03-31 $135,788,866 2,000,720
2022-12-31 $188,340,000 3,000,000
2022-09-30 $136,620,000 3,000,000