Arch Capital Group (ACGL)
Underwrites specialty insurance, reinsurance, and mortgage insurance across global markets.
Something off on this page? Send us feedback.
Earns premiums by underwriting specialty property-and-casualty insurance, treaty and facultative reinsurance, and mortgage insurance and reinsurance. Distinct Insurance, Reinsurance, and Mortgage segments span North America and international markets, with results shaped by pricing cycles, catastrophe losses, reserve estimates, and U.S. housing credit.
Underwrites specialty property-and-casualty coverage through Insurance, spanning commercial property, casualty, professional lines, workers’ compensation, travel, and other specialized risks. North America supplies most insurance premiums, while international units operate across the U.K., Europe, Canada, Australia, and Lloyd’s; the platform now includes the acquired U.S. middle-market and entertainment portfolio.
Takes treaty and facultative risk through Reinsurance across property, casualty, specialty, property catastrophe, marine, and aviation lines. Mortgage provides U.S. primary mortgage insurance, international mortgage cover, mortgage reinsurance, and credit-risk sharing with government-sponsored enterprises.
Uses centralized underwriting and cycle management to adjust business mix as pricing changes. Results depend on risk selection, loss reserving, catastrophe severity, reinsurance availability, and mortgage defaults; U.S. mortgage insurers must also satisfy state capital rules and GSE eligibility standards.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Mizuho Securities | Target | Target: $104 | Target: $100 |
| Aug 3, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $102 | Target: $110 |
| Jul 30, 2026 | RBC Capital | Reiterate | Rating: —Target: $108 | Target: $120 |
| Jul 15, 2026 | Atlantic Equities | Target | Target: — | Target: $126 |
| Jul 9, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $100 | Target: $102 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $10.07B · Total debt $4.29B · Total assets $85.18B · Shareholders' equity $24.03B
- Revenue
- $4.47B
- Operating income
- $1.22B
- Net income
- $1.06B
| Institutions | 92.20% | 314.61M shares | |
|---|---|---|---|
| 927 holders · as of Jun 30, 2026 | |||
| Insiders | 0.91% | 3.10M shares | |
| 18 holders · as of Sep 14, 2026 | |||
| Other | 6.89% | 23.51M shares | |
| remainder | |||
341.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.86% | 30.22M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.51% | 22.22M | as of Jun 30, 2026 |
Artisan Partners Limited PartnershipInstitution | 6.33% | 21.60M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.76% | 16.25M | as of Jun 30, 2026 |
Bamco Inc /NY/Institution | 4.65% | 15.87M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Francois Morin | officer: CFO and Treasurer | −11,010 | $99.32 |
| Jun 3, 2026 | Brian S. Posner | director | −3,000 | $19.66 |
| May 11, 2026 | Brian S. Posner | director | −2,000 | $17.14 |
| Apr 30, 2026 | Daniel Joseph Houston | director | +5,300 | $94.09 |
| Mar 10, 2026 | Nicolas Papadopoulo | director, officer: CEO | −21,930 | $96.31 |
- RenaissanceRe
Top-tier Bermuda reinsurer anchored in property cat and specialty lines.
- Everest Group
Bermuda dual-platform (re)insurer with mirrored Insurance and Reinsurance segments.
- MGIC Investment
Largest or co-largest U.S. private mortgage insurer by insurance in force.
- AXIS Capital
Bermuda specialty (re)insurer pivoting to high-margin specialty insurance.
- Radian Group
U.S. private MI leader now pivoting toward global specialty insurance via Inigo.
- Essent Group
Post-crisis Bermuda private MI pure-play with high-quality clean-slate portfolio.
- W. R. Berkley
Decentralized U.S. specialty P&C insurer with 60+ operating units in E&S and commercial.
- Chubb
World's largest publicly traded P&C insurer; #1 commercial lines writer in the U.S.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arch Capital Group | $95.39 | −0.41% | $33.46B | 7.5 | 10.1 | 1.7 | −22.3% |
| RenaissanceRe | $324.79 | −0.46% | $13.56B | 5.6 | 8.1 | 1.3 | −28.5% |
| Everest Group | $368.37 | −0.29% | $14.62B | 7.9 | 6.7 | 0.9 | −10.1% |
| MGIC Investment | $29.67 | +0.75% | $6.04B | 9.2 | 9.2 | 5.1 | −2.9% |
| AXIS Capital | $96.66 | −1.34% | $7.15B | 6.2 | 7.4 | 1.0 | +7.4% |
| Radian Group | $34.99 | +1.94% | $4.56B | 8.7 | 7.1 | 2.8 | +80.9% |
| Essent Group | $66.88 | +0.62% | $6.13B | 9.3 | 8.9 | 4.6 | +13.6% |
| W. R. Berkley | $67.84 | −1.38% | $25.61B | 14.1 | 14.3 | 1.4 | +1.2% |
| Chubb | $334.69 | −0.76% | $130.11B | 11.9 | 12.0 | 2.1 | −1.3% |
| Median | 9.0 | 8.5 | 1.8 | −0.0% |