Accelerant Holdings
ARX · Insurance Agents, Brokers & Service · 166.2M shares · EDGAR filings ↗
Reference price $13.11 · est. market cap ~$2.2B — last insider sale, 2026-06-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72Accelerant Holdings — technology-driven specialty-insurance exchange/MGA (recent IPO).
Strengths
- Very strong operating cash margin (96th pct) and cash (83rd); low leverage (44th)
- Data-driven risk-exchange connecting specialty MGAs and capital
Risks
- Newly public; underwriting-track-record and reserve risk
- Member/capital-provider concentration
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
-147.4%
Return on equity
-192.8%
Return on assets
-16.3%
Revenue growth (QoQ)
10.0%
Debt / equity
0.2×
Tangible book value
$583M
Cash & investments
$1.7B
Stock comp / revenue
4.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | ONeill Francis James | Sell | 76K | $13.11 |
| 2026-06-23 | RADKE JEFFREY L | Sell | 80K | $13.11 |
| 2026-06-23 | Hasley Nancy | Sell | 35K | $13.11 |
| 2026-06-22 | ONeill Francis James | Sell | 71K | $13.21 |
| 2026-05-13 | Meriwether Karen Sue | Grant | 12K | — |
| 2026-05-13 | Hasley Nancy | Grant | 12K | — |
| 2026-05-13 | Little Paul Christopher | Grant | 12K | — |
| 2026-05-13 | Talach David George Paul | Grant | 23K | — |
| 2026-05-13 | Sternberg Matthew David | Grant | 279K | — |
| 2026-05-13 | Wainwright Simon | Grant | 23K | — |
| 2026-03-23 | Green Jay Michael | Sell | 50K | $12.77 |
| 2026-03-18 | Sternberg Matthew David | Grant | 181K | — |
| 2026-03-18 | Lee-Smith Christopher | Grant | 129K | — |
| 2026-03-18 | RADKE JEFFREY L | Grant | 300K | — |
| 2026-03-18 | ONeill Francis James | Grant | 129K | — |
| 2026-03-17 | Green Jay Michael | Tax withheld | 29K | $11.63 |
| 2026-02-02 | Green Jay Michael | Tax withheld | 201K | $12.76 |
| 2025-12-08 | Meriwether Karen Sue | Buy | 542 | $14.67 |
| 2025-11-19 | Lee-Smith Christopher | Buy | 15K | $13.42 |
| 2025-11-19 | Gaynor Samuel | Buy | 7.5K | $13.44 |
| 2025-11-18 | ONeill Francis James | Buy | 38K | $13.34 |
| 2025-11-17 | Sternberg Matthew David | Buy | 5.7K | $13.10 |
| 2025-11-14 | RADKE JEFFREY L | Buy | 74K | $13.48 |
| 2025-07-25 | Harrington Wendy Liisa | Conversion | 7.8K | — |
| 2025-07-25 | Harrington Wendy Liisa | Conversion | 6.3K | — |
| 2025-07-25 | Green Jay Michael | Grant | 1.5M | — |
| 2025-07-25 | Sternberg Matthew David | Grant | 152K | — |
| 2025-07-25 | Schwartz Keoni Andrew | Conversion | 8.1M | — |
| 2025-07-25 | Schwartz Keoni Andrew | Sell | 8.1M | $21.00 |
| 2025-07-25 | Schwartz Keoni Andrew | Conversion | 2.7M | — |
| 2025-07-25 | Schwartz Keoni Andrew | Sell | 2.7M | $21.00 |
| 2025-07-25 | Schwartz Keoni Andrew | Conversion | 488K | — |
| 2025-07-25 | Schwartz Keoni Andrew | Sell | 488K | $21.00 |
| 2025-07-25 | Schwartz Keoni Andrew | Conversion | 326K | — |
| 2025-07-25 | Schwartz Keoni Andrew | Sell | 326K | $21.00 |
| 2025-07-25 | RADKE JEFFREY L | Conversion | 33K | — |
| 2025-07-25 | RADKE JEFFREY L | Conversion | 27.9M | — |
| 2025-07-25 | RADKE JEFFREY L | Conversion | 250K | — |
| 2025-07-25 | ONeill Francis James | Conversion | 7.1M | — |
| 2025-07-25 | ONeill Francis James | Conversion | 8.0K | — |
| 2025-07-25 | Meriwether Karen Sue | Grant | 9.2K | — |
| 2025-07-25 | Little Paul Christopher | Grant | 9.2K | — |
| 2025-07-25 | Lee-Smith Christopher | Conversion | 17.5M | — |
| 2025-07-25 | Hasley Nancy | Conversion | 1.4M | — |
| 2025-07-25 | Hasley Nancy | Conversion | 513K | — |
| 2025-07-25 | Hasley Nancy | Conversion | 17K | — |
| 2025-07-25 | Hasley Nancy | Buy | 500 | $21.00 |
| 2025-07-25 | Harrington Wendy Liisa | Grant | 9.2K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-29 | Reg FDExhibits | filing ↗ |
| 2026-05-13 | ResultsReg FDExhibits | filing ↗ |
| 2026-05-12 | Shareholder vote | filing ↗ |
| 2026-03-18 | ResultsExec/director changeReg FDOtherExhibits | filing ↗ |
| 2026-02-27 | OtherExhibits | filing ↗ |
| 2026-02-27 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-12 | ResultsReg FD | filing ↗ |
| 2025-08-28 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-29 | 2026-05-29 | 0001193125-26-246424 ↗ |
| 10-Q | 2026-05-13 | 2026-03-31 | 0001997350-26-000011 ↗ |
| 8-K | 2026-05-13 | 2026-05-13 | 0001997350-26-000009 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001628280-26-034165 ↗ |
| 10-K | 2026-03-18 | 2025-12-31 | 0001997350-26-000003 ↗ |
| 8-K | 2026-03-18 | 2026-03-13 | 0001193125-26-113962 ↗ |
| 8-K | 2026-02-27 | 2026-02-26 | 0001193125-26-079144 ↗ |
| 8-K | 2026-02-27 | 2026-02-27 | 0001628280-26-012812 ↗ |
| 10-Q | 2025-11-12 | 2025-09-30 | 0001997350-25-000012 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001997350-25-000009 ↗ |
| 10-Q | 2025-08-28 | 2025-06-30 | 0001997350-25-000004 ↗ |
| 8-K | 2025-08-28 | 2025-08-28 | 0001193125-25-190324 ↗ |