Arch CapitalACGL
About: Arch Capital Group Ltd is a Bermuda company which writes insurance and reinsurance with operations in Bermuda, the United States, Canada, Europe, Australia and United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage two operating segments: corporate and other. The insurance segment provides specialty risk solutions to client across a variety of industries. The reinsurance segment provides reinsurance services which cover property catastrophe, property, liability, marine, aviation and space, trade credit and surety, agriculture, accident, life and health, and political risk. The mortgage business provides risk management and risk financing products to the mortgage insurance sectors through platforms in the U.S., Europe and Bermuda.
Employees: 5,800
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
71% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $9.4M
20% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 275
10% more capital invested
Capital invested by funds: $30.3B [Q1] → $33.4B (+$3.07B) [Q2]
4% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 84
0.46% more ownership
Funds ownership: 87.61% [Q1] → 88.07% (+0.46%) [Q2]
0% more funds holding
Funds holding: 791 [Q1] → 794 (+3) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 23 [Q1] → 23 (+0) [Q2]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
JP Morgan Jimmy Bhullar 63% 1-year accuracy 20 / 32 met price target | 3%downside $110 | Neutral Maintained | 10 Oct 2024 |
B of A Securities Jay Cohen 75% 1-year accuracy 3 / 4 met price target | 19%upside $135 | Buy Maintained | 10 Oct 2024 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 53 / 81 met price target | 11%upside $126 | Overweight Maintained | 10 Oct 2024 |
Jefferies Yaron Kinar 53% 1-year accuracy 8 / 15 met price target | 18%upside $134 | Buy Maintained | 9 Oct 2024 |
Evercore ISI Group David Motemaden 75% 1-year accuracy 9 / 12 met price target | 6%downside $107 | In-Line Maintained | 9 Oct 2024 |
Financial journalist opinion
Based on 22 articles about ACGL published over the past 30 days