John Armitage's ACGL Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 0 shares of Arch Capital Group Ltd. (ACGL) worth $0, representing 0.00% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in ACGL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.4 M shares. Largest reduction occurred in Q4 2025, reducing 3.51 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Arch Capital Group (ACGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arch Capital Group (ACGL) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3.51 M | Sold Out | 0 | $0.00 |
| Q3 2025 | -733,084 | Reduce 17.29% | 3.51 M | $90.73 |
| Q2 2025 | -84,251 | Reduce 1.95% | 4.24 M | $91.05 |
| Q1 2025 | +337,245 | Add 8.46% | 4.33 M | $96.18 |
| Q4 2024 | +816,750 | Add 25.76% | 3.99 M | $92.35 |
| Q3 2024 | -62,158 | Reduce 1.92% | 3.17 M | $111.88 |
| Q2 2024 | -167,514 | Reduce 4.93% | 3.23 M | $100.89 |
| Q1 2024 | +1.4 M | Add 70.28% | 3.4 M | $92.44 |
| Q4 2023 | +498,483 | Add 33.26% | 2 M | $74.27 |
| Q3 2023 | +1.5 M | New Buy | 1.5 M | $79.71 |
John Armitage's Arch Capital Group Investment FAQs
John Armitage first purchased Arch Capital Group Ltd. (ACGL) in Q3 2023, acquiring 1,498,795 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Arch Capital Group Ltd. (ACGL) for 10 quarters since Q3 2023.
John Armitage's largest addition to Arch Capital Group Ltd. (ACGL) was in Q3 2023, adding 1,498,795 shares worth $119.47 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 0 shares of Arch Capital Group Ltd. (ACGL), valued at approximately $0.
As of the Q4 2025 filing, Arch Capital Group Ltd. (ACGL) represents approximately 0.00% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Arch Capital Group Ltd. (ACGL) was 4,325,217 shares, as reported at the end of Q1 2025.