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: 104 | Existing positions closed: 81
19% more funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 19 (+3) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 303
0% less funds holding
Funds holding: 828 [Q4 2024] → 824 (-4) [Q1 2025]
1% less capital invested
Capital invested by funds: $31.4B [Q4 2024] → $31.1B (-$350M) [Q1 2025]
4.42% less ownership
Funds ownership: 90.51% [Q4 2024] → 86.09% (-4.42%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Keefe, Bruyette & Woods Meyer Shields 71% 1-year accuracy 84 / 118 met price target | 19%upside $113 | Outperform Maintained | 6 May 2025 |
Wells Fargo Elyse Greenspan 66% 1-year accuracy 74 / 112 met price target | 14%upside $108 | Overweight Maintained | 1 May 2025 |
JMP Securities Matthew Carletti 64% 1-year accuracy 38 / 59 met price target | 32%upside $125 | Market Outperform Reiterated | 30 Apr 2025 |
Barclays Alex Scott 55% 1-year accuracy 56 / 101 met price target | 2%downside $93 | Equal-Weight Maintained | 11 Apr 2025 |
Jefferies Yaron Kinar 78% 1-year accuracy 14 / 18 met price target | 12%upside $106 | Buy Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 12 articles about ACGL published over the past 30 days









