COOKE & BIELER LP has opened a new $210.9M position in $ACGL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ACGL.
$ACGL Hedge Fund Activity
We have seen 433 institutional investors add shares of $ACGL stock to their portfolio, and 397 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COOKE & BIELER LP added 2,323,991 shares (+inf%) to their portfolio in Q3 2025, for an estimated $210,855,703
- PRINCIPAL FINANCIAL GROUP INC removed 2,254,059 shares (-27.9%) from their portfolio in Q2 2025, for an estimated $205,232,071
- WELLINGTON MANAGEMENT GROUP LLP removed 1,221,696 shares (-59.0%) from their portfolio in Q2 2025, for an estimated $111,235,420
- MILLENNIUM MANAGEMENT LLC added 1,089,730 shares (+144.4%) to their portfolio in Q2 2025, for an estimated $99,219,916
- ORBIS ALLAN GRAY LTD removed 1,029,505 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $93,736,430
- AMERIPRISE FINANCIAL INC added 1,016,919 shares (+289.1%) to their portfolio in Q2 2025, for an estimated $92,590,474
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 882,645 shares (+inf%) to their portfolio in Q2 2025, for an estimated $80,364,827
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ACGL Insider Trading Activity
$ACGL insiders have traded $ACGL stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ACGL stock by insiders over the last 6 months:
- JOHN M PASQUESI has made 0 purchases and 2 sales selling 99,056 shares for an estimated $9,328,999.
- LOUIS T PETRILLO (OFFICER OF SUBSIDIARY) sold 16,650 shares for an estimated $1,573,944
- FRANCOIS MORIN (EVP AND CFO) sold 12,630 shares for an estimated $1,194,575
- MAAMOUN RAJEH (PRESIDENT, ARCH CAPITAL GROUP) sold 10,000 shares for an estimated $941,464
- NICOLAS PAPADOPOULO (CEO) sold 7,636 shares for an estimated $706,177
- BRIAN S POSNER purchased 1,000 shares for an estimated $17,338
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ACGL Congressional Stock Trading
Members of Congress have traded $ACGL stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ACGL stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$ACGL Analyst Ratings
Wall Street analysts have issued reports on $ACGL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/29/2025
- Goldman Sachs issued a "Sell" rating on 10/14/2025
- Morgan Stanley issued a "Overweight" rating on 05/19/2025
To track analyst ratings and price targets for $ACGL, check out Quiver Quantitative's $ACGL forecast page.
$ACGL Price Targets
Multiple analysts have issued price targets for $ACGL recently. We have seen 9 analysts offer price targets for $ACGL in the last 6 months, with a median target of $106.0.
Here are some recent targets:
- Elyse Greenspan from Wells Fargo set a target price of $106.0 on 10/29/2025
- Jimmy Bhullar from JP Morgan set a target price of $111.0 on 10/28/2025
- Robert Cox from Goldman Sachs set a target price of $88.0 on 10/14/2025
- Alex Scott from Barclays set a target price of $99.0 on 10/08/2025
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $103.0 on 08/14/2025
- Matthew Heimermann from Citigroup set a target price of $113.0 on 08/13/2025
- Brian Meredith from UBS set a target price of $118.0 on 08/04/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ACGL ticker page for more data.
