Arch CapitalACGL
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
120% more call options, than puts
Call options by funds: $26M | Put options by funds: $11.8M
28% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 82
19% more funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 19 (+3) [Q1 2025]
2% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 307
0% more funds holding
Funds holding: 830 [Q4 2024] → 833 (+3) [Q1 2025]
0% more capital invested
Capital invested by funds: $31.5B [Q4 2024] → $31.5B (+$51.3M) [Q1 2025]
3.31% less ownership
Funds ownership: 90.62% [Q4 2024] → 87.3% (-3.31%) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Jefferies Yaron Kinar | 10%upside $100 | Hold Downgraded | 10 Jun 2025 |
Morgan Stanley Michael Phillips | 21%upside $110 | Overweight Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Meyer Shields | 24%upside $113 | Outperform Maintained | 6 May 2025 |
Wells Fargo Elyse Greenspan | 19%upside $108 | Overweight Maintained | 1 May 2025 |
JMP Securities Matthew Carletti | 37%upside $125 | Market Outperform Reiterated | 30 Apr 2025 |
Financial journalist opinion
Based on 5 articles about ACGL published over the past 30 days









