Cassaday & Co Wealth Management LLC

Position in ACGL — Arch Capital Group Ltd.

CIK 1963612 MCLEAN, VA

Position in ACGL

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$386,071

+$16,012 QoQ

Shares Held

4,022

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cassaday & Co Wealth Management LLC holds $544,276 across 6 Insurance - Diversified names. ACGL ranks #1 (70.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACGL	Arch Capital Group Ltd. This page	4,022	$386,071
2	AIG	American International Group, Inc.	1,575	$118,518
3	SLF	Sun Life Financial Inc	400	$25,024
4	BNT	Brookfield Wealth Solutions Ltd.	310	$12,834
5	HIG	Hartford Insurance Group, Inc.	13	$1,757
6	AEG	Aegon Ltd.	10	$72

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$386,071	4,022	+4.3%	Shares	Sole	2026-05-07
2025-12-31	$370,059	3,858	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$349,764	3,855	-1.3%	Shares	Sole	2025-11-07
2025-06-30	$355,459	3,904	+1.1%	Shares	Sole	2025-08-05
2025-03-31	$371,254	3,860	+1.0%	Shares	Sole	2025-05-05
2024-12-31	$352,869	3,821	+7.0%	Shares	Sole	2025-02-03
2024-09-30	$399,411	3,570	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$361,085	3,579	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$330,010	3,570	0.0%	Shares	Sole	2024-05-08
2023-12-31	$265,143	3,570	0.0%	Shares	Sole	2024-02-14
2023-09-30	$284,564	3,570	0.0%	Shares	Sole	2023-11-06
2023-06-30	$267,214	3,570	0.0%	Shares	Sole	2023-08-07
2023-03-31	$242,295	3,570	0.0%	Shares	Sole	2023-05-03
2022-12-31	$224,124	3,570	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.