Compound Planning, Inc.

Position in ACGL — Arch Capital Group Ltd.

CIK 1978879 NEW YORK, NY

Position in ACGL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$283,026

-$4,559 QoQ

Shares Held

2,916

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#624

of 900 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $33,350,551 across 5 Insurance - Diversified names. ACGL ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	61,254	$30,650,888
2	HIG	Hartford Insurance Group, Inc.	7,015	$929,627
3	AIG	American International Group, Inc.	10,218	$761,547
4	SLF	Sun Life Financial Inc	9,251	$725,463
5	ACGL	Arch Capital Group Ltd. This page	2,916	$283,026

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,026	2,916	-2.7%	Shares	Sole	2026-08-04
2026-03-31	$287,585	2,996	+3.6%	Shares	Other	2026-05-14
2025-12-31	$277,400	2,892	+9.4%	Shares	Sole	2026-02-19
2025-09-30	$239,890	2,644	+5.0%	Shares	Sole	2025-11-10
2025-06-30	$229,172	2,517	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.