Arch Capital Group

ACGLO

Market cap $286M

Overview Fund Activity

21.64 USD

+0.23

1.07%

At close Updated Sep 3, 4:00 PM EDT

1 day

1.07%

5 days

0.6%

1 month

3.49%

3 months

5.3%

6 months

-0.82%

Year to date

-0.14%

1 year

-7.28%

5 years

-18.62%

10 years

-13.41%

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

Financials Diversified Insurance

0

Funds holding %

of 7,450 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 1 [Q1] → 1 (+0) [Q2]

0% less ownership

Funds ownership: 0.01% [Q1] → 0% (-0%) [Q2]

29% less capital invested

Capital invested by funds: $13.9K [Q1] → $9.89K (-$4.03K) [Q2]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

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Financial journalist opinion

Arch Capital: Attractive Even With Slowing Premium Inflation

ACGL faces sector headwinds from weakening pricing power, but margins should stabilize at healthy levels due to management's disciplined capital allocation. Recent financials remain strong: Q2 earnings beat estimates, premium growth is solid, and returns on equity are robust despite some margin compression. Management is prioritizing profitability and capital returns, ramping up share buybacks to take advantage of the stock's undervaluation.

Arch Capital: Attractive Even With Slowing Premium Inflation

Arch Capital Group Opens Global Capabilities Centers in India

PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (“Arch” or the “Company”) today announced the opening of two new global capabilities centers in Trivandrum and Pune, India, with a third in Hyderabad coming soon. The new offices will serve as workplaces for more than 350 employees. These global capabilities centers will enhance Arch's ability to service its Insurance, Reinsurance and Mortgage Insurance businesses, while enabling the company to tap into India's highly skilled talent po.

Arch Capital Group Opens Global Capabilities Centers in India

Arch Capital Group Ltd. (ACGL) Q2 2025 Earnings Call Transcript

Arch Capital Group Ltd. (NASDAQ:ACGL ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Francois Morin - Executive VP, CFO & Treasurer Nicolas Alain Emmanuel Papadopoulo - CEO & Director Conference Call Participants Andrew E.

Arch Capital Group Ltd. (ACGL) Q2 2025 Earnings Call Transcript

Arch Capital: Attractive, Though Hurricane Season Looms

Arch Capital remains a buy despite recent underperformance, with shares offering 10% upside to my $99 target, reflecting 11x normalized earnings. Catastrophe losses, particularly from California wildfires, weighed on Q1 results, but ACGL still posted underwriting profits, highlighting its business resilience. Mortgage insurance profits are likely peaking, and increased catastrophe exposure adds near-term uncertainty, especially with hurricane season approaching.

Arch Capital: Attractive, Though Hurricane Season Looms

Stock Picks From Seeking Alpha's April 2025 New Analysts

In April, Seeking Alpha welcomed 20 new analysts. This article introduces them and showcases some of their top picks. Top picks include Palantir, Arch Capital Group, and Utah Medical Products, emphasizing an under-recognized growth driver, discounted valuation, and a substantial margin of safety. Analysts also highlighted Sell recommendations on Estée Lauder and Intuitive Surgical, citing deteriorating consumer sentiment and little price upside.

Stock Picks From Seeking Alpha's April 2025 New Analysts

Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors

xAI Holdings' leading AI model Grok 3 outperformed competitors, bolstered by the Colossus data center and Twitter acquisition, enhancing data integration and corporate alignment. Spotify delivered strong performance driven by margin improvements, user growth, and product innovation, positioning it as a long-term winner in music streaming. Guidewire Software is poised to capture significant market share in the P&C insurance software industry.

Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors

Arch Capital Group Ltd. (ACGL) Q1 2025 Earnings Call Transcript

Arch Capital Group Ltd. (NASDAQ:ACGL ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Nicolas Papadopoulo - Chief Executive Officer François Morin - Chief Financial Officer & Treasurer Conference Call Participants Michael Zaremski - BMO Capital Markets Cave Montazeri - Deutsche Bank Elyse Greenspan - Wells Fargo Andrew Kligerman - TD Cowen David Motemaden - Evercore ISI Alex Scott - Barclays Wes Carmichael - Autonomous Research Josh Shanker - Bank of America Andrew Andersen - Jefferies Meyer Shields - Keefe, Bruyette & Woods Operator Good day, ladies and gentlemen and welcome to the First Quarter 2025 Arch Capital Earnings Conference Call.

Arch Capital Group Ltd. (ACGL) Q1 2025 Earnings Call Transcript

Arch Capital Group: Solid Insurer At A Bargain Price

Arch Capital Group is a large-cap, diversified insurance firm that has consistently grown book value and subsequent market price over the past decade. The management team at ACGL is highly experienced, now led by its long-term chief underwriter. Factors currently suppressing ACGL's market price are likely temporary headwinds.

Arch Capital Group: Solid Insurer At A Bargain Price

Arch Capital: Attractive Even With Elevated Cat Losses In 2025

Arch Capital's stock has been volatile, impacted by California wildfire losses, but core business performance remains strong with solid premium growth expected in 2025. The company faces headwinds from tax law changes and potential catastrophe losses, but reinsurance rate hikes and higher investment income offer upside. Arch's diverse portfolio, conservative investment strategy, and strategic capital deployment position it well for long-term profitability, despite near-term challenges.

Arch Capital: Attractive Even With Elevated Cat Losses In 2025

Arch Capital Group Ltd. (ACGL) Q4 2024 Earnings Call Transcript

Arch Capital Group Ltd. (NASDAQ:ACGL ) Q4 2024 Earnings Conference Call February 11, 2025 11:00 AM ET Company Participants Nicolas Papadopoulo - Chief Executive Officer Francois Morin - Chief Financial Officer and Treasurer Conference Call Participants Elyse Greenspan - Wells Fargo Michael Zaremski - BMO Capital Markets Jamminder Bhullar - JPMorgan Wes Carmichael - Autonomous David Motemaden - Evercore ISI Andrew Kligerman - TD Cowen Cave Montazeri - Deutsche Bank Alex Scott - Barclays Andrew Andersen - Jefferies Meyer Shields - Keefe, Bruyette & Woods Brian Meredith - UBS Operator Good day, ladies and gentlemen, and welcome to the Q4 2024 Arch Capital Earnings Conference Call.

Arch Capital Group Ltd. (ACGL) Q4 2024 Earnings Call Transcript

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