Maren Capital LLC: ARCH CAP GROUP LTD (ACGL): Quarterly 13F Position History
As of Q2 2026, Maren Capital LLC reported 1,057,571 shares of ARCH CAP GROUP LTD (ACGL), worth $102.6M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: 121,299 (-10.3%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 1,057,571Shares Held (Latest Filing)
- $102.6MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 121,299Quarter-over-Quarter Share Change
- -$10.5MQuarter-over-Quarter Value Change
- 1,178,870Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,057,571 | 121,299 | -10.3% | $102.6M | 4.8% | $97.1 |
| Q1 2026 | 1,178,870 | +43,276 | +3.8% | $113.2M | 5.9% | $96.0 |
| Q4 2025 | 1,135,594 | +39,381 | +3.6% | $108.9M | 5.9% | $95.9 |
| Q3 2025 | 1,096,213 | +295,412 | +36.9% | $99.5M | 5.5% | $90.7 |
| Q2 2025 | 800,801 | +191,562 | +31.4% | $72.9M | 4.4% | $91.0 |
| Q1 2025 | 609,239 | +244,434 | +67.0% | $58.6M | 4.0% | $96.2 |
| Q4 2024 | 364,805 | – | – | $33.7M | 2.6% | $92.3 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Maren Capital LLC first disclose a ACGL position in 13F-HR filings?
Maren Capital LLC first reported ARCH CAP GROUP LTD (ACGL) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Maren Capital LLC's most recent quarter-over-quarter share-count change in ACGL?
Between Q1 2026 and Q2 2026, Maren Capital LLC reduced its ACGL position by 121,299 shares (-10.3%), leaving 1,057,571 shares at a market value of $102.6M.
Does the implied price-per-share represent Maren Capital LLC'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.