Tokio Marine Asset Management 13F: New $4.3M Stake in ACA
Key Points
- Tokio Marine Asset Management's new position in Arcosa, Inc. represents about 0.29% of its total reported portfolio, ranking 31st among its 503 holdings.
- Tokio Marine Asset Management held 29,300 $ACA shares at quarter end, all of it a new position.
- Arcosa, Inc. shares recently traded around $149.15, which is about equal to its closing price of $149.15 on October 22, 2026.
- The company reported trailing twelve-month revenue of about $2.92 billion and an EPS of $4.05, with the next earnings report scheduled for October 29, 2026.
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In a filing on October 26, 2026, Tokio Marine Asset Management disclosed a new position of 29,300 shares of Arcosa, Inc. (NYSE: ACA), valued at approximately $4.28 million. This move marks the fund's entry into the stock, as it previously held no shares in the company.
ACA
Arcosa, Inc.
Where Arcosa, Inc. Fits in Tokio Marine Asset Management's Portfolio
This new stake makes up about 0.29% of Tokio Marine's total reported portfolio, ranking 31st among its 503 holdings.
Other Institutional Activity in Arcosa, Inc.
Neuberger Berman Group, LLC reduced its holdings in Arcosa by 1,094,427 shares, bringing its total to 1,579,472 shares worth about $235.6 million. Capital International Investors also trimmed its position by 592,678 shares, now holding 1,360,133 shares valued at approximately $202.9 million. Additionally, Nomura Asset Management International Inc cut its stake by 61,530 shares, leaving it with 1,008,554 shares worth about $150.4 million.
Arcosa, Inc. Stock Up 0.1%
Arcosa, Inc. shares recently traded around $149.15, which is about equal to its closing price of $149.15 on October 22, 2026. The stock has been stable, reflecting investor sentiment in the industrials sector, where the company operates.
Recent Earnings
Arcosa, Inc. reported trailing twelve-month revenue of approximately $2.92 billion and an EPS of $4.05. The company has shown a revenue growth of 1.7% year-over-year, and its next earnings report is scheduled for October 29, 2026.
About Arcosa, Inc.
Arcosa, Inc. provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the U.S. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products.
Bottom Line
Investors should watch for Arcosa's next earnings report on October 29, 2026, for insights into the company's performance. Tokio Marine Asset Management's recent filing highlights its growing interest in the industrials sector, particularly in infrastructure-related solutions.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $ACA (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts