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Disclosery

Venturi Wealth Management, LLC: ACGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on ACGL, newest first. How the timeline and the estimate are built.

Venturi Wealth Management, LLC held 19,327 ACGL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,327 shares
    Change vs previous 13F -1,203 shares

    0.07% of the 13F portfolio, value $1,875,880.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,530 shares
    Change vs previous 13F +219 shares

    0.09% of the 13F portfolio, value $1,970,676.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,311 shares
    Change vs previous 13F +7,429 shares

    0.09% of the 13F portfolio, value $1,948,232.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,882 shares
    Change vs previous 13F +429 shares

    0.05% of the 13F portfolio, value $1,168,784.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,453 shares
    Change vs previous 13F -775 shares

    0.06% of the 13F portfolio, value $1,133,846.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,228 shares
    Change vs previous 13F +115 shares

    0.07% of the 13F portfolio, value $1,272,270.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,113 shares
    Change vs previous 13F -519 shares

    0.06% of the 13F portfolio, value $1,210,987.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,632 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,525,149.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).