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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3.49% more ownership
Funds ownership: 87.19% [Q3] → 90.67% (+3.49%) [Q4]
9% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 296
3% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 107
2% less funds holding
Funds holding: 840 [Q3] → 827 (-13) [Q4]
14% less capital invested
Capital invested by funds: $36.6B [Q3] → $31.4B (-$5.15B) [Q4]
21% less call options, than puts
Call options by funds: $22.3M | Put options by funds: $28.3M
30% less funds holding in top 10
Funds holding in top 10: 23 [Q3] → 16 (-7) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
JMP Securities Matthew Carletti 64% 1-year accuracy 38 / 59 met price target | 37%upside $125 | Market Outperform Reiterated | 30 Apr 2025 |
Barclays Alex Scott 45% 1-year accuracy 43 / 95 met price target | 2%upside $93 | Equal-Weight Maintained | 11 Apr 2025 |
Jefferies Yaron Kinar 58% 1-year accuracy 11 / 19 met price target | 17%upside $106 | Buy Maintained | 11 Apr 2025 |
UBS Brian Meredith 72% 1-year accuracy 26 / 36 met price target | 36%upside $124 | Buy Maintained | 9 Apr 2025 |
JP Morgan Jimmy Bhullar 53% 1-year accuracy 19 / 36 met price target | 18%upside $107 | Neutral Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 14 articles about ACGL published over the past 30 days









