Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ACGL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 30.2M | $2.93B | -3.6% | 8.650% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 22.2M | $2.16B | -1.7% | 6.360% | 0.05% |
| 3 | Artisan Partners Limited Partnership | 21.6M | $2.10B | -4.7% | 6.181% | 3.32% |
| 4 | STATE STREET CORP | 16.3M | $1.58B | 0.0% | 4.651% | 0.02% |
| 5 | BAMCO INC /NY/ | 15.9M | $1.54B | -5.0% | 4.543% | 2.31% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.5M | $1.41B | -1.3% | 4.158% | 0.06% |
| 7 | WCM INVESTMENT MANAGEMENT, LLC | 12.0M | $1.17B | -5.0% | 3.427% | 2.13% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 10.5M | $1.02B | -0.7% | 3.007% | 0.05% |
| 9 | JPMORGAN CHASE & CO | 7.0M | $685.6M | +3.1% | 2.001% | 0.04% |
| 10 | Invesco Ltd. | 4.9M | $480.2M | +21.9% | 1.416% | 0.04% |
| 11 | NORGES BANK | 4.7M | $453.8M | — | 1.338% | 0.05% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.5M | $436.2M | +135.3% | 1.286% | 0.19% |
| 13 | MORGAN STANLEY | 4.4M | $423.1M | +2.3% | 1.248% | 0.02% |
| 14 | NORTHERN TRUST CORP | 4.3M | $415.6M | -4.3% | 1.225% | 0.05% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 4.2M | $409.5M | +1.1% | 1.207% | 0.07% |
| 16 | Allspring Global Investments Holdings, LLC | 4.1M | $408.0M | +14.0% | 1.185% | 0.63% |
| 17 | Madison Asset Management, LLC | 3.8M | $368.8M | -6.8% | 1.087% | 4.40% |
| 18 | ROYAL BANK OF CANADA | 3.5M | $339.3M | -1.0% | 1.000% | 0.05% |
| 19 | MARSHFIELD ASSOCIATES | 3.3M | $323.3M | +9.2% | 0.953% | 7.58% |
| 20 | Legal & General Group Plc | 3.1M | $302.8M | -5.1% | 0.893% | 0.06% |
| 21 | GOLDMAN SACHS GROUP INC | 3.0M | $292.7M | +5.5% | 0.863% | 0.03% |
| 22 | Polar Capital Holdings Plc | 3.0M | $289.2M | -9.7% | 0.853% | 0.68% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 2.9M | $278.4M | -12.4% | 0.821% | 0.14% |
| 24 | High Ground Investment Management LLP | 2.6M | $253.6M | +45.6% | 0.748% | 22.27% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 2.3M | $221.4M | +7.4% | 0.650% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ACGL — a direct measure of their conviction.
Filings activity in ACGL during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 909 | +0.0% | 89.58% | 1.37 pp | $29.51B | 0.4% |
| Q1 2026 | 909 | +0.2% | 90.95% | 2.17 pp | $29.63B | 1.9% |
| Q4 2025 | 907 | +11% | 93.12% | +0.03 pp | $30.21B | +5.6% |
| Q3 2025 | 816 | 2.3% | 93.09% | 2.60 pp | $28.62B | 2.9% |
| Q2 2025 | 835 | +1.2% | 95.69% | +1.23 pp | $29.48B | 3.7% |
| Q1 2025 | 825 | +1.0% | 94.46% | 2.81 pp | $30.62B | +1.0% |
| Q4 2024 | 817 | 0.5% | 97.27% | +3.90 pp | $30.33B | 14% |
| Q3 2024 | 821 | — | 93.37% | — | $35.25B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 30, 2026 | Houston Daniel Joseph | Buy | 5K | $94.08 | $499K |
Quick answers to the most common questions about buying ACGL stock.
Based on Q2 2026 13F filings, institutional ownership of Arch Capital Group Ltd. stands at 89.6%, held across 909 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ACGL, with approximately 30,220,703 shares worth $2.93B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ACGL.
Our composite Smart Money Score for ACGL is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in ACGL during Q2 2026, while 101 fully exited. 465 added to existing positions and 321 trimmed.
ACGL institutional ownership fell by 1.37 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 51.1% of all reported 13F value in ACGL, and the top 25 account for 68.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Arch Capital Group Ltd. (ACGL) Institutional Ownership