ARCH CAPITAL GROUP LTD.
ACGL, ACGLN, ACGLO · Fire, Marine & Casualty Insurance · 349.4M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Reference price $19.66 · est. market cap ~$6.9B — last insider sale, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Arch Capital — diversified specialty insurer/reinsurer with strong returns.
Strengths
- ROE 18.2% (61st pct), net margin 22% (74th), strong OCF (75th)
- Disciplined insurance + mortgage-insurance + reinsurance mix
Risks
- Catastrophe and mortgage-credit-cycle exposure
- Reserve adequacy
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $993M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$498,650, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -3%/yr over 3y
- Insider sellingInsider selling — 6 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$7M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
22.1%
Return on equity
18.2%
Return on assets
5.6%
Revenue growth (QoQ)
-8.4%
Net-income growth
2.0%
Tangible book value
$23.1B
Cash & investments
$993M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | PASQUESI JOHN M | Gift | 1.0M | — |
| 2026-06-11 | PASQUESI JOHN M | Gift | 1.0M | — |
| 2026-06-03 | Posner Brian S | Sell | 3.0K | $19.66 |
| 2026-05-11 | Posner Brian S | Sell | 2.0K | $17.14 |
| 2026-05-05 | KILCOYNE MOIRA A. | Grant | 2.1K | — |
| 2026-05-05 | KILCOYNE MOIRA A. | Grant | 1.3K | — |
| 2026-05-05 | Houston Daniel Joseph | Grant | 2.1K | — |
| 2026-05-05 | Houston Daniel Joseph | Grant | 1.3K | — |
| 2026-05-05 | Goodman Laurie | Grant | 2.1K | — |
| 2026-05-05 | MOCZARSKI ALEXANDER S | Grant | 2.1K | — |
| 2026-05-05 | Posner Brian S | Grant | 2.1K | — |
| 2026-05-05 | PASQUESI JOHN M | Grant | 2.1K | — |
| 2026-05-05 | PASQUESI JOHN M | Grant | 1.3K | — |
| 2026-05-05 | PASQUESI JOHN M | Grant | 1.9K | — |
| 2026-05-05 | BUNCE JOHN L JR | Grant | 2.1K | — |
| 2026-05-05 | BUNCE JOHN L JR | Grant | 1.3K | — |
| 2026-05-05 | MALLESCH EILEEN A | Grant | 2.1K | — |
| 2026-05-05 | Triplett Neal F | Grant | 2.1K | — |
| 2026-05-05 | Triplett Neal F | Grant | 1.3K | — |
| 2026-05-05 | Ebong Francis | Grant | 2.1K | — |
| 2026-04-30 | Houston Daniel Joseph | Buy | 5.3K | $94.08 |
| 2026-03-11 | Posner Brian S | Sell | 3.0K | $17.11 |
| 2026-03-10 | Gansberg David | Option exercise | 11K | $18.90 |
| 2026-03-10 | Gansberg David | Sell | 5.9K | $96.37 |
| 2026-03-10 | Papadopoulo Nicolas | Option exercise | 22K | $18.90 |
| 2026-03-10 | Papadopoulo Nicolas | Sell | 22K | $96.31 |
| 2026-03-04 | PETRILLO LOUIS T | Tax withheld | 8.0K | $98.42 |
| 2026-03-04 | Rajeh Maamoun | Gift | 41K | — |
| 2026-03-04 | Rajeh Maamoun | Gift | 41K | — |
| 2026-03-04 | Gansberg David | Tax withheld | 13K | $98.42 |
| 2026-03-03 | Morin Francois | Grant | 5.3K | — |
| 2026-03-03 | Rajeh Maamoun | Grant | 6.8K | — |
| 2026-03-03 | Papadopoulo Nicolas | Grant | 21K | — |
| 2026-03-03 | PETRILLO LOUIS T | Grant | 2.9K | — |
| 2026-03-03 | Todd Christine | Grant | 4.0K | — |
| 2026-03-03 | Gansberg David | Grant | 6.8K | — |
| 2026-02-27 | Gansberg David | Tax withheld | 553 | $100.15 |
| 2026-02-27 | PETRILLO LOUIS T | Tax withheld | 312 | $100.15 |
| 2026-02-24 | Papadopoulo Nicolas | Grant | 47K | — |
| 2026-02-24 | Todd Christine | Grant | 25K | — |
| 2026-02-24 | Gansberg David | Tax withheld | 509 | $99.18 |
| 2026-02-24 | Gansberg David | Grant | 29K | — |
| 2026-02-24 | Morin Francois | Grant | 27K | — |
| 2026-02-24 | Rajeh Maamoun | Grant | 29K | — |
| 2026-02-24 | PETRILLO LOUIS T | Tax withheld | 412 | $99.18 |
| 2026-02-24 | PETRILLO LOUIS T | Grant | 17K | — |
| 2026-02-11 | Rajeh Maamoun | Sell | 47K | $96.12 |
| 2026-02-11 | Rajeh Maamoun | Option exercise | 16K | $27.09 |
| 2026-02-11 | Rajeh Maamoun | Option exercise | 32K | $27.13 |
| 2025-12-15 | PASQUESI JOHN M | Sell | 8.8K | $94.17 |
| 2025-12-12 | PASQUESI JOHN M | Gift | 53K | — |
| 2025-12-12 | PASQUESI JOHN M | Sell | 29K | $93.81 |
| 2025-12-12 | PASQUESI JOHN M | Sell | 175K | $93.91 |
| 2025-12-10 | PETRILLO LOUIS T | Gift | 42 | — |
| 2025-12-10 | PETRILLO LOUIS T | Gift | 14 | — |
| 2025-11-28 | Morin Francois | Sell | 8.0K | $94.62 |
| 2025-11-19 | Gansberg David | Tax withheld | 9.5K | $91.17 |
| 2025-10-30 | Vollaro John D | Gift | 438 | — |
| 2025-10-30 | Vollaro John D | Gift | 877 | — |
| 2025-10-30 | Vollaro John D | Gift | 877 | — |
| 2025-08-22 | Rajeh Maamoun | Sell | 10K | $94.15 |
| 2025-08-05 | Vollaro John D | Gift | 172K | — |
| 2025-08-05 | Vollaro John D | Gift | 195K | — |
| 2025-08-05 | Vollaro John D | Gift | 23K | — |
| 2025-08-01 | Posner Brian S | Buy | 1.0K | $17.34 |
| 2025-05-16 | Morin Francois | Sell | 13K | $94.58 |
| 2025-05-16 | Morin Francois | Option exercise | 13K | $18.90 |
| 2025-05-13 | PASQUESI JOHN M | Sell | 24K | $94.72 |
| 2025-05-12 | PASQUESI JOHN M | Sell | 75K | $94.01 |
| 2025-05-09 | PETRILLO LOUIS T | Gift | 10 | — |
| 2025-05-09 | PETRILLO LOUIS T | Option exercise | 17K | $18.90 |
| 2025-05-09 | PETRILLO LOUIS T | Gift | 10 | — |
| 2025-05-09 | PETRILLO LOUIS T | Sell | 17K | $94.53 |
| 2025-05-07 | Houston Daniel Joseph | Grant | 1.3K | — |
| 2025-05-07 | Ebong Francis | Grant | 1.6K | — |
| 2025-05-07 | BUNCE JOHN L JR | Grant | 1.6K | — |
| 2025-05-07 | BUNCE JOHN L JR | Grant | 1.3K | — |
| 2025-05-07 | Goodman Laurie | Grant | 1.6K | — |
| 2025-05-07 | Triplett Neal F | Grant | 1.6K | — |
| 2025-05-07 | Triplett Neal F | Grant | 1.3K | — |
| 2025-05-07 | Posner Brian S | Grant | 1.6K | — |
| 2025-05-07 | PASQUESI JOHN M | Grant | 1.3K | — |
| 2025-05-07 | PASQUESI JOHN M | Grant | 1.3K | — |
| 2025-05-07 | PASQUESI JOHN M | Grant | 1.6K | — |
| 2025-05-07 | MOCZARSKI ALEXANDER S | Grant | 1.6K | — |
| 2025-05-07 | MALLESCH EILEEN A | Grant | 1.6K | — |
| 2025-05-07 | KILCOYNE MOIRA A. | Grant | 1.6K | — |
| 2025-05-07 | KILCOYNE MOIRA A. | Grant | 1.3K | — |
| 2025-05-07 | Houston Daniel Joseph | Grant | 1.6K | — |
| 2025-05-02 | Papadopoulo Nicolas | Option exercise | 9.2K | $15.84 |
| 2025-05-02 | Papadopoulo Nicolas | Tax withheld | 1.6K | $92.48 |
| 2025-05-02 | Papadopoulo Nicolas | Option exercise | 9.2K | $15.84 |
| 2025-05-02 | Papadopoulo Nicolas | Tax withheld | 1.6K | $92.48 |
| 2025-05-02 | Papadopoulo Nicolas | Sell | 7.6K | $92.48 |
| 2025-03-05 | PETRILLO LOUIS T | Sell | 12K | $91.00 |
| 2025-03-05 | PETRILLO LOUIS T | Option exercise | 12K | $15.84 |
| 2025-03-04 | PETRILLO LOUIS T | Tax withheld | 9.9K | $91.87 |
| 2025-03-04 | PETRILLO LOUIS T | Option exercise | 9.4K | $15.84 |
| 2025-03-04 | PETRILLO LOUIS T | Sell | 9.4K | $92.73 |
| 2025-03-04 | Todd Christine | Grant | 3.7K | — |
| 2025-03-04 | Morin Francois | Grant | 4.8K | — |
| 2025-03-04 | Gansberg David | Grant | 7.5K | — |
| 2025-03-04 | Gansberg David | Tax withheld | 14K | $91.87 |
| 2025-03-04 | Rajeh Maamoun | Grant | 7.5K | — |
| 2025-03-04 | Papadopoulo Nicolas | Grant | 16K | — |
| 2025-03-04 | PETRILLO LOUIS T | Grant | 3.0K | — |
| 2025-02-27 | Morin Francois | Grant | 31K | — |
| 2025-02-27 | Todd Christine | Grant | 23K | — |
| 2025-02-27 | Papadopoulo Nicolas | Grant | 56K | — |
| 2025-02-27 | Rajeh Maamoun | Grant | 34K | — |
| 2025-02-27 | PETRILLO LOUIS T | Tax withheld | 313 | $92.10 |
| 2025-02-27 | PETRILLO LOUIS T | Grant | 22K | — |
| 2025-02-27 | Gansberg David | Tax withheld | 560 | $92.10 |
| 2025-02-27 | Gansberg David | Grant | 34K | — |
| 2025-02-25 | PETRILLO LOUIS T | Tax withheld | 473 | $90.35 |
| 2025-02-25 | Gansberg David | Tax withheld | 583 | $90.35 |
| 2025-02-24 | Gansberg David | Tax withheld | 509 | $89.55 |
| 2025-02-24 | PETRILLO LOUIS T | Tax withheld | 412 | $89.55 |
| 2025-02-04 | MOCZARSKI ALEXANDER S | Grant | 402 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-16 | OtherExhibits | filing ↗ |
| 2026-06-09 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-06-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-06-03 | Material agreementOtherExhibits | filing ↗ |
| 2026-06-02 | OtherExhibits | filing ↗ |
| 2026-05-07 | Shareholder voteOtherExhibits | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-04-20 | Other | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-16 | 2026-06-15 | 0000947484-26-000114 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0000947484-26-000111 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0000947484-26-000094 ↗ |
| 8-K | 2026-06-03 | 2026-06-02 | 0000947484-26-000090 ↗ |
| 8-K | 2026-06-02 | 2026-06-02 | 0000947484-26-000075 ↗ |
| 8-K | 2026-05-07 | 2026-05-05 | 0000947484-26-000063 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0000947484-26-000058 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000947484-26-000051 ↗ |
| 8-K | 2026-04-20 | 2026-04-19 | 0000947484-26-000044 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0000947484-26-000019 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0000947484-26-000017 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0000947484-26-000010 ↗ |