BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ACGL — Arch Capital Group Ltd.
CIK 2010186
CINCINNATI, OH
Position in ACGL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$29,700
+$2,055 QoQ
Shares Held
306
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#745
of 900 holders
Holding Since
Mar 2020
13 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. ACGL ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
This page
|
306 | $29,700 |
All Filings in ACGL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,700 | 306 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,645 | 288 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,241 | 284 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $25,404 | 280 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $25,676 | 282 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $27,122 | 282 | Shares | Sole | 2025-04-24 | |
| 2022-09-30 | $2,231 | 49 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $6,050 | 133 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $84,414 | 2,200 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $83,754 | 2,322 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $169,650 | 5,800 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $166,170 | 5,800 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $165,068 | 5,800 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||