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ACGL Arch Capital Group

Financials, filed as ARCH CAP GROUP LTD (ORD), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 2 Owners
  • Max 2.3%
  • $1.5B
  • 1 reduce 1 small

In 2026 Q2 Ron Baron trimmed Arch Capital Group.

Who owns this now

Largest portfolio weights among holders, up to 2.3% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Reduce 2.3%
  2. Arnold Van Den Berg Add 1.7%

Who owns ACGL

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 2.3%, was 4.8% Reduce −5.0% 15,872,450 $1.5B History
Arnold Van Den Berg, Van Den Berg Management I 1.7% Small add +0.7% 81,619 $7.9M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ACGL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ACGL insider trades
  • $499K bought by 1 insider
  • $29.2M sold by 6 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Francois Morin CFO
    Sale
    $1.1M 11,010 shares at $99.32 5.6% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  2. Brian S Posner Director
    Sale
    $59K 3,000 shares at $19.66 100% of stake
    Traded Jun 3 Filed Jun 4
    ↗
  3. Brian S Posner Director
    Sale
    $34K 2,000 shares at $17.14 100% of stake
    Traded May 11 Filed May 12
    ↗
  4. Daniel Joseph Houston Director
    Buy
    $499K 5,300 shares at $94.09 +115% to stake
    Traded Apr 30 Filed May 4
    ↗
  5. David Gansberg President, Arch Capital Group
    Sale
    $569K 5,907 shares at $96.37 1.7% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  6. Brian S Posner Director
    Sale
    $51K 3,000 shares at $17.12 60% of stake
    Traded Mar 11 Filed Mar 12
    ↗
  7. Nicolas Papadopoulo CEO
    Sale
    $2.1M 21,930 shares at $96.31 2.5% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  8. Maamoun Rajeh President, Arch Capital Group
    Sale
    $4.6M 47,430 shares at $96.12 9.9% of stake
    Traded Feb 11 Filed Feb 13
    ↗
  9. John M Pasquesi Chair
    Sale
    $20M 212,666 shares at $93.91 42% of stake
    Traded Dec 12–15 Filed Dec 16, 2025
    ↗
  10. Francois Morin CFO
    Sale
    $757K 8,000 shares at $94.62 2.9% of stake
    Traded Nov 28, 2025 Filed Dec 2, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 stock grants, 10 gifts, 7 share withholdings for taxes, and 5 option exercises.

Congress

3 members of Congress traded ACGL in the last three years: 2 buys and 2 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  3. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  4. Jefferson Shreve R-IN-6 Buy $15K–$50K Feb 24, 2025 filed Mar 9, 2025

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
424B2 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 16 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.63B $17.44B $19.93B
Net income $4.44B $4.31B $4.4B
Net margin * 32.6% 24.7% 22.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $58.91B $70.91B $79.24B
Total equity $18.35B $20.82B $24.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.75B $6.67B $6.17B
Cash from investing -$5.47B -$4.46B -$4.04B
Cash from financing -$0.069B -$1.92B -$1.89B
Net change in cash $225M $262M $307M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.