Arch Capital
ACGL
About: Arch Capital Group Ltd is a Bermuda company that writes insurance and reinsurance with operations in the United States, Canada, Europe, Australia, and the United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage. The insurance segment provides specialty risk solutions to clients across various 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
24% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 284
19% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 81
1.75% more ownership
Funds ownership: 87.83% [Q1] → 89.58% (+1.75%) [Q2]
0% more funds holding
Funds holding: 838 [Q1] → 842 (+4) [Q2]
4% less capital invested
Capital invested by funds: $31.7B [Q1] → $30.6B (-$1.16B) [Q2]
32% less funds holding in top 10
Funds holding in top 10: 19 [Q1] → 13 (-6) [Q2]
51% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $35.3M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Keefe, Bruyette & Woods
Meyer Shields
|
$103
|
Market Perform
Maintained
|
14 Aug 2025 |
|
Citigroup
Matthew Heimermann
|
$113
|
Buy
Initiated
|
13 Aug 2025 |
|
UBS
Brian Meredith
|
$118
|
Buy
Maintained
|
4 Aug 2025 |
|
Wells Fargo
Elyse Greenspan
|
$107
|
Overweight
Maintained
|
31 Jul 2025 |
Financial journalist opinion
Based on 7 articles about ACGL published over the past 30 days
