John Armitage - Egerton Capital (UK)
Holding/activity history for Arch Capital Group Ltd. (ACGL)
← All ACGL superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,116,922 | 1.19 | Buy | 1.19 | $89.94–103.39 · VW $96.51i | $107,213,343 | SEC |
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | 3.36 | $82.45–97.60 · VW $91.21i | SEC | |
| 2025 Q3 | 3,507,882 | 3.36 | Reduce 17.29% | 0.68 | $84.81–94.51 · VW $89.34i | $318,270,134 | SEC |
| 2025 Q2 | 4,240,966 | 3.96 | Reduce 1.95% | 0.09 | $82.49–96.92 · VW $91.77i | $386,139,954 | SEC |
| 2025 Q1 | 4,325,217 | 4.80 | Add 8.46% | 0.37 | $87.42–97.40 · VW $92.88i | $415,999,371 | SEC |
| 2024 Q4 | 3,987,972 | 4.26 | Add 25.76% | 0.87 | $88.53–116.47 · VW $99.44i | $368,289,214 | SEC |
| 2024 Q3 | 3,171,222 | 3.58 | Reduce 1.92% | 0.06 | $94.08–114.69 · VW $105.50i | $354,796,317 | SEC |
| 2024 Q2 | 3,233,380 | 3.29 | Reduce 4.93% | 0.15 | $89.23–103.79 · VW $97.54i | $326,215,708 | SEC |
| 2024 Q1 | 3,400,894 | 3.04 | Add 70.28% | 1.25 | $74.28–92.58 · VW $85.51i | $314,378,641 | SEC |
| 2023 Q4 | 1,997,278 | 1.61 | Add 33.26% | 0.40 | $72.85–90.65 · VW $82.48i | $148,337,837 | SEC |
| 2023 Q3 | 1,498,795 | 1.39 | Buy | 1.39 | $72.33–84.83 · VW $77.92i | $119,468,949 | SEC |
Price snapshot:
Current price$103.06
Avg. buy price$95.99
+/- since buy7.37%
52-week low$82.45
52-week high$105.09