Position in ACGL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,103
+$2,545 QoQ
Shares Held
135
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#778
of 900 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $501,311 across 4 Insurance - Diversified names. ACGL ranks #4 (2.6% of the industry book) .
All Filings in ACGL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,103 | 135 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,558 | 110 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,126 | 116 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,621 | 84 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,379 | 114 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,080 | 136 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,789 | 106 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $20,026 | 179 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,813 | 127 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,748 | 73 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,787 | 51 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||