Guru Ownership Trend
Guru Analysis for Arch Capital Group Ltd. (ACGL)
Arch Capital Group Ltd. (ACGL), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $418.53 M.
Top institutional holders include Cliff Asness and John Armitage.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $86.11 M net inflow during the quarter.
Recent activity highlights John Armitage who opened a new position. Conversely, Ray Dalio reduced exposure by 35.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arch Capital Group Ltd. (ACGL)
Major holders include Cliff Asness ($260.7 M), John Armitage ($107.21 M), Ray Dalio ($23.63 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.45 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $86.11 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ACGL. The total reported sell value was $26.98 M.
Yes, 1 managers opened new positions in ACGL, and 3 increased their existing holdings. The total reported buy value was $113.09 M.
