Arch CapitalACGL
Market Cap: $41.5B
About: Arch Capital Group Ltd is a Bermuda company which writes insurance and reinsurance with operations in Bermuda, the United States, Canada, Europe, Australia and United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage two operating segments: corporate and other. The insurance segment provides specialty risk solutions to client across a variety of 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
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
71% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $9.4M
20% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 274
10% more capital invested
Capital invested by funds: $30.3B [Q1] → $33.3B (+$3.06B) [Q2]
0.45% more ownership
Funds ownership: 87.61% [Q1] → 88.06% (+0.45%) [Q2]
0% more funds holding
Funds holding: 791 [Q1] → 791 (+0) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 23 [Q1] → 23 (+0) [Q2]
0% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 86
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Barclays Alex Scott 89% 1-year accuracy 33 / 37 met price target | 9%upside $120 | Equal-Weight Initiated | 4 Sept 2024 |
Roth MKM Harry Fong 96% 1-year accuracy 22 / 23 met price target | 13%upside $125 | Buy Maintained | 23 Aug 2024 |
Wells Fargo Elyse Greenspan 75% 1-year accuracy 52 / 69 met price target | 0%downside $110 | Overweight Maintained | 12 Aug 2024 |
Keefe, Bruyette & Woods Meyer Shields 79% 1-year accuracy 62 / 78 met price target | 10%upside $121 | Outperform Maintained | 7 Aug 2024 |
RBC Capital Scott Heleniak 94% 1-year accuracy 45 / 48 met price target | 1%upside $112 | Outperform Maintained | 1 Aug 2024 |
Financial journalist opinion
Based on 20 articles about ACGL published over the past 30 days