ARCH CAP GROUP LTD

$ACGL
Smart money positioned

14 of the Top-200 alpha managers hold $ACGL as of the latest 13F snapshot.

13F holders
859
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$ACGL is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.92%, with an average of 0.10% of portfolio. Largest holder: Intrinsic Value Partners, LLC at 0.92%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 859 · Source: 13F-HR
01
Gates Foundation Trust
0.12% of portfolio
29,633,494 sh
02
Poplar Forest Capital LLC
1.91% of portfolio
22,666,011 sh
03
Thompson Davis & Co. Inc.
4.84% of portfolio
16,709,759 sh
04
State Street
0.05% of portfolio
16,451,086 sh
05
Axa S.a.
0.05% of portfolio
16,250,722 sh
06
Cannell Capital LLC
2.75% of portfolio
12,602,412 sh
07
Banyan Capital Management, Inc.
0.02% of portfolio
10,890,512 sh
08
Strategic Planning Group, LLC
0.58% of portfolio
10,731,201 sh
09
US Bancorp De
0.07% of portfolio
5,375,646 sh
10
Independent Investors Inc.
0.18% of portfolio
5,241,722 sh
See all 859 13F holders · Pro →

Insider activity · last 90 days

14 transactions · 6 filers
11 Feb 2026
Rajeh Maamoun
▼ SOLD
47,430
$96.12
S
15 Dec 2025
Pasquesi John M
▼ SOLD
8,800
$94.17
S
12 Dec 2025
Pasquesi John M
▼ SOLD
175,000
$93.91
S
12 Dec 2025
Pasquesi John M
▼ SOLD
28,866
$93.81
S
28 Nov 2025
Morin Francois
▼ SOLD
8,000
$94.62
S
22 Aug 2025
Rajeh Maamoun
▼ SOLD
10,000
$94.15
S
01 Aug 2025
Posner Brian S
▲ BOUGHT
1,000
$17.34
P
16 May 2025
Morin Francois
▼ SOLD
12,630
$94.58
S
13 May 2025
Pasquesi John M
▼ SOLD
23,996
$94.72
S
12 May 2025
Pasquesi John M
▼ SOLD
75,060
$94.01
S
09 May 2025
Petrillo Louis T
▼ SOLD
16,650
$94.53
S
02 May 2025
Papadopoulo Nicolas
▼ SOLD
7,636
$92.48
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

17 disclosures · STOCK Act
House · California · Traded Nov 3
SOLD
$1K–$15K
Dec 8STOCK
House · California · Traded Aug 4
BOUGHT
$1K–$15K
Sep 12STOCK
House · California · Traded Jul 1
SOLD
$1K–$15K
Aug 8STOCK
House · California · Traded Jul 25
SOLD
$1K–$15K
Aug 8STOCK
House · Indiana · Traded May 12
SOLD
$15K–$50K
Jun 22STOCK
House · California · Traded Apr 23
BOUGHT
$1K–$15K
May 12STOCK
House · California · Traded Mar 12
SOLD
$1K–$15K
Apr 11STOCK
House · Pennsylvania · Traded Feb 25
SOLD
$1K–$15K
Mar 27STOCK
House · Indiana · Traded Feb 24
BOUGHT
$15K–$50K
Mar 9STOCK
House · California · Traded Feb 19
SOLD
$1K–$15K
Mar 6STOCK
See full $ACGL Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:31 UTC.