Cassaday & Co Wealth Management LLC
Position in ACGL — Arch Capital Group Ltd.
CIK 1963612
MCLEAN, VA
Position in ACGL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$346,795
-$39,276 QoQ
Shares Held
3,573
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#589
of 904 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $7,998,250 across 6 Insurance - Diversified names. ACGL ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10 | $7,488,500 | |
| 2 | ACGL |
Arch Capital Group Ltd.
This page
|
3,573 | $346,795 | |
| 3 | AIG |
American International Group, Inc.
|
1,587 | $118,279 | |
| 4 | SLF |
Sun Life Financial Inc
|
400 | $31,368 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
310 | $13,224 | |
| 6 | AEG |
Aegon Ltd.
|
10 | $84 |
All Filings in ACGL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,795 | 3,573 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $386,071 | 4,022 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $370,059 | 3,858 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $349,764 | 3,855 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $355,459 | 3,904 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $371,254 | 3,860 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $352,869 | 3,821 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $399,411 | 3,570 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $361,085 | 3,579 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $330,010 | 3,570 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $265,143 | 3,570 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,564 | 3,570 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $267,214 | 3,570 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $242,295 | 3,570 | 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. | ||||||