High Ground Investment Management LLP: ARCH CAPITAL GROUP LTD (ACGL): Quarterly 13F Position History
As of Q2 2026, High Ground Investment Management LLP reported 2,612,372 shares of ARCH CAPITAL GROUP LTD (ACGL), worth $253.6M and representing 22.3% of its 13F equity book. Quarter-over-quarter share count change: + 818,515 (+45.6%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 2,612,372Shares Held (Latest Filing)
- $253.6MReported Market Value (Latest Filing)
- 22.3%Portfolio Weight (% of 13F Equity Book)
- +818,515Quarter-over-Quarter Share Change
- +$81.4MQuarter-over-Quarter Value Change
- 2,612,372Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,612,372 | +818,515 | +45.6% | $253.6M | 22.3% | $97.1 |
| Q1 2026 | 1,793,857 | 18,215 | -1.0% | $172.2M | 32.0% | $96.0 |
| Q4 2025 | 1,812,072 | +97,404 | +5.7% | $173.8M | 25.3% | $95.9 |
| Q3 2025 | 1,714,668 | +58,151 | +3.5% | $155.6M | 25.8% | $90.7 |
| Q2 2025 | 1,656,517 | +329,968 | +24.9% | $150.8M | 31.6% | $91.0 |
| Q1 2025 | 1,326,549 | +218,085 | +19.7% | $127.6M | 29.8% | $96.2 |
| Q4 2024 | 1,108,464 | +788,393 | +246.3% | $102.4M | 31.8% | $92.3 |
| Q3 2024 | 320,071 | 38,000 | -10.6% | $35.8M | 16.5% | $111.9 |
| Q2 2024 | 358,071 | 41,070 | -10.3% | $36.1M | 14.1% | $100.9 |
| Q1 2024 | 399,141 | +90,793 | +29.4% | $36.9M | 17.7% | $92.4 |
| Q4 2023 | 308,348 | — | — | $22.9M | 11.3% | $74.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did High Ground Investment Management LLP first disclose a ACGL position in 13F-HR filings?
High Ground Investment Management LLP first reported ARCH CAPITAL GROUP LTD (ACGL) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was High Ground Investment Management LLP's most recent quarter-over-quarter share-count change in ACGL?
Between Q1 2026 and Q2 2026, High Ground Investment Management LLP added 818,515 shares of ACGL (+45.6%), bringing the total reported position to 2,612,372 shares at a market value of $253.6M.
Does the implied price-per-share represent High Ground Investment Management LLP's cost basis in ACGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.