Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Arch Capital Group Ltd. (ACGL)
← All ACGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 0.17 $19.93–22.67 · VW $21.19i SEC
2015   Q1 310,482 0.17 Reduce 15.11% 0.03 $19.22–21.00 · VW $19.96i $6,375,000 SEC
2014   Q4 365,751 0.19 Reduce 68.35% 0.32 $17.50–20.03 · VW $19.00i $7,205,000 SEC
2014   Q3 1,155,567 0.47 Reduce 2.03% <0.01 $17.66–19.41 · VW $18.28i $21,078,000 SEC
2014   Q2 1,179,567 0.46 Reduce 17.49% 0.10 $18.54–19.51 · VW $19.05i $22,585,000 SEC
2014   Q1 1,429,572 0.56 Reduce 38.56% 0.35 $17.41–19.85 · VW $18.66i $27,419,000 SEC
2013   Q4 2,326,695 0.90 Reduce 0.28% <0.01 $17.95–19.93 · VW $19.34i $46,293,000 SEC
2013   Q3 2,333,145 0.86 $18.04 $42,098,000 SEC
2013   Q2 2,333,145 0.84 Reduce 4.39% 0.04 $16.49–18.21 · VW $17.35i $39,982,000 SEC
2013   Q1 2,440,395 1.01 Add 2.41% 0.02 $14.67–17.53 · VW $16.19i $42,764,000 SEC
2012   Q4 2,382,870 0.95 Add 49.08% 0.31 $13.90–15.05 · VW $14.65i $34,965,000 SEC
2012   Q2 1,598,436 0.00 Add 1.15% $12.27–13.47 · VW $12.88i $21,147,000 SEC
2012   Q1 1,580,211 0.56 Add 0.04% <0.01 $11.83–12.87 · VW $12.30i $19,616,000 SEC
2011   Q4 1,579,611 0.60 Reduce 46.68% 0.46 $10.49–12.66 · VW $12.09i $19,603,000 SEC
2011   Q3 2,962,608 0.99 Add 5.37% 0.05 $10.02–11.60 · VW $10.93i $32,268,000 SEC
2011   Q2 2,811,708 0.72 Add 39.23% 0.20 $10.50–11.73 · VW $11.22i $29,917,000 SEC
2011   Q1 2,019,528 0.49 Add 17.35% 0.07 $9.51–11.06 · VW $10.17i $22,257,000 SEC
2010   Q4 1,720,998 0.37 Add 0.10% <0.01 $9.17–10.23 · VW $9.77i $16,837,000 SEC
2010   Q3 1,719,198 0.37 Add 0.10% <0.01 $8.17–9.39 · VW $8.82i $16,008,000 SEC
2010   Q2 1,717,398 0.37 Reduce 35.09% 0.17 $7.30–8.73 · VW $8.22i $14,216,000 SEC
2010   Q1 2,645,964 0.47 Add 0.14% <0.01 $7.67–8.54 · VW $8.14i $22,417,000 SEC
2009   Q4 2,642,310 0.45 $7.95 $21,006,000 SEC
2009   Q3 2,642,310 0.42 Reduce 1.16% <0.01 $6.36–7.66 · VW $7.09i $19,829,000 SEC
2009   Q2 2,673,450 0.45 Reduce 14.39% 0.08 $5.81–6.79 · VW $6.38i $17,401,000 SEC
2009   Q1 3,122,964 0.56 Buy 0.56 $4.96–7.78 · VW $6.24i $18,689,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.13 $6.09–8.37 · VW $7.38i SEC
2008   Q2 312,687 0.13 Reduce 37.70% 0.08 $7.36–8.14 · VW $7.74i $523,874 SEC
2008   Q1 501,867 0.20 Reduce 54.78% 0.29 $7.22–8.11 · VW $7.67i $812,040 SEC
2007   Q4 1,109,952 0.53 Add 8.27% 0.04 $7.38–8.59 · VW $7.91i $2,172,477 SEC
2007   Q3 1,025,172 0.43 Add 0.94% <0.01 $7.03–8.36 · VW $7.85i $1,530,814,000 SEC
2007   Q2 1,015,659 0.41 Add 4.88% 0.02 $7.56–8.25 · VW $7.95i $1,555,714 SEC
2007   Q1 968,409 0.47 Reduce 6.83% 0.03 $7.06–7.62 · VW $7.33i $1,577,502,000 SEC
2006   Q4 1,039,374 0.41 Buy 0.41 $6.97–7.84 · VW $7.35i $1,708,123 SEC
2006   Q3 0 0.00 Sell 100.00% 0.49 $6.27–7.10 · VW $6.72i SEC
2006   Q2 983,844 0.49 Add 2.00% <0.01 $6.16–6.96 · VW $6.53i $1,838,475 SEC
2006   Q1 964,557 0.57 Add 3.33% 0.02 $5.78–6.45 · VW $6.15i $1,856,133 SEC
2005   Q4 933,435 0.60 Add 9.08% 0.05 $5.10–6.41 · VW $5.79i $1,894,340 SEC
2005   Q3 855,765 0.63 Add 8.92% 0.05 $4.78–5.55 · VW $5.15i $1,917,427 SEC
2005   Q2 785,709 0.84 Add 9.12% 0.07 $4.39–5.04 · VW $4.74i $1,937,877,000 SEC
2005   Q1 720,036 0.93 Add 2.08% 0.02 $4.06–4.69 · VW $4.35i $1,998,103,000 SEC
2004   Q4 705,366 0.00 $2.87 $2,025,178 SEC
Price snapshot:
Current price$103.06
52-week low$82.45
52-week high$105.09