Concurrent Investment Advisors, LLC
Position in ACGL — Arch Capital Group Ltd.
CIK 2001015
Tampa, FL
Position in ACGL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,628
-$34,026 QoQ
Shares Held
2,201
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#670
of 900 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $53,805,786 across 5 Insurance - Diversified names. ACGL ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
101,823 | $50,951,209 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
12,130 | $1,607,466 | |
| 3 | AIG |
American International Group, Inc.
|
10,728 | $799,557 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,983 | $233,926 | |
| 5 | ACGL |
Arch Capital Group Ltd.
This page
|
2,201 | $213,628 |
All Filings in ACGL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,628 | 2,201 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $247,654 | 2,580 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $298,311 | 3,110 | Shares | Sole | 2026-01-29 | |
| 2024-09-30 | $226,892 | 2,028 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $805,522 | 8,714 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $564,526 | 7,601 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||