ACGL
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 7.0 | P/B | 1.44 |
| EPS (TTM) | 12.91 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 31.4M | 0.1% | −1% |
| Artisan Partners Limited Partnership | 22.7M | 3.5% | −3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 22.6M | n/a | n/a |
| BAMCO INC /NY/ | 16.7M | 4.8% | −7% |
| State Street | 16.3M | 0.1% | −1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.7M | n/a | n/a |
Top institutional owners for ACGL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUN 04 | Posner Brian S | SELL | 3K | −$59K |
| MAY 12 | Posner Brian S | SELL | 2K | −$34K |
| MAY 04 | Houston Daniel Joseph | BUY | 5K | +$499K |
1 insider buy, 2 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ACGL yet.