Position in ACGL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$143,217
+$584 QoQ
Shares Held
1,492
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026CURIO WEALTH, LLC holds $449,850 across 1 Insurance - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
899 | $449,850 |
All Filings in ACGL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,217 | 1,492 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $142,633 | 1,487 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $134,915 | 1,487 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $181,644 | 1,995 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $384 | 4 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $201,138 | 2,178 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||