Position in ACGL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$227,217
+$3,945 QoQ
Shares Held
2,341
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#657
of 900 holders
Holding Since
Sep 2024
5 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, 2026PDS Planning, Inc holds $32,006,397 across 6 Insurance - Diversified names. ACGL ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
30,767 | $30,362,491 | |
| 2 | SLF |
Sun Life Financial Inc
|
6,388 | $500,946 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,092 | $409,751 | |
| 4 | AIG |
American International Group, Inc.
|
4,056 | $302,293 | |
| 5 | ACGL |
Arch Capital Group Ltd.
This page
|
2,341 | $227,217 | |
| 6 | AEG |
Aegon Ltd.
|
24,135 | $203,699 |
All Filings in ACGL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,217 | 2,341 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $223,272 | 2,326 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $221,767 | 2,312 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $203,598 | 2,244 | Shares | Sole | 2025-10-21 | |
| 2024-09-30 | $216,040 | 1,931 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||