Position in ACGL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$742,509
+$8,186 QoQ
Shares Held
7,650
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#481
of 900 holders
Holding Since
Jun 2023
13 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, 2026MONTAG A & ASSOCIATES INC holds $23,089,399 across 4 Insurance - Diversified names. ACGL ranks #3 (3.2% of the industry book) .
All Filings in ACGL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,509 | 7,650 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $734,323 | 7,650 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $733,788 | 7,650 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $720,486 | 7,941 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $723,028 | 7,941 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $763,765 | 7,941 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,748,982 | 29,767 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,113,172 | 27,826 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,746,831 | 27,226 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,516,771 | 27,226 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,145,288 | 28,885 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,215,577 | 15,250 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $177,768 | 2,375 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||