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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $508.72 M.
Top institutional holders include 约翰·阿米蒂奇 and 克里福德·阿斯尼斯.
Institutional sentiment is currently Bearish. This is evidenced by a $60.68 M net outflow during the quarter.
Recent activity highlights 文艺复兴科技 who opened a new position. Conversely, 约翰·阿米蒂奇 reduced exposure by 17.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 3.36% | Reduce -17.3% | 3,507,882 | $318.27 M | Q3 2025 | |
| 0.05% | Reduce -15.9% | 940,141 | $84.84 M | Q3 2025 | |
| 0.11% | Add 63.5% | 317,694 | $28.82 M | Q3 2025 | |
| 0.04% | Reduce -14.5% | 175,617 | $15.93 M | Q3 2025 | |
| 0.02% | New Buy | 136,100 | $12.35 M | Q3 2025 | |
| 0.02% | Add 81.8% | 105,588 | $9.58 M | Q3 2025 | |
| 1.78% | Add 19.0% | 78,487 | $7.12 M | Q3 2025 | |
| 0.02% | Add 88.4% | 48,437 | $4.39 M | Q3 2025 | |
| 0.16% | Add 13.2% | 12,480 | $1.13 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arch Capital Group Ltd. (ACGL)
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $60.68 M, with 6 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of ACGL completely. Total sell value was $91.86 M.
Yes, 1 Gurus opened new positions in ACGL, and 5 added to their existing holdings. Total buy value was $31.18 M.