Arch CapitalACGL
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 Q3 regulatory filings by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $14.5M
63% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 64
21% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 283
8% more capital invested
Capital invested by funds: $33.9B [Q2] → $36.6B (+$2.67B) [Q3]
5% more funds holding
Funds holding: 794 [Q2] → 834 (+40) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 23 [Q2] → 23 (+0) [Q3]
2.33% less ownership
Funds ownership: 89.61% [Q2] → 87.28% (-2.33%) [Q3]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Wells Fargo Elyse Greenspan 57% 1-year accuracy 52 / 91 met price target | 20%upside $109 | Overweight Maintained | 19 Nov 2024 |
B of A Securities Jay Cohen 0% 1-year accuracy 0 / 5 met price target | 49%upside $136 | Buy Maintained | 15 Nov 2024 |
BMO Capital Michael Zaremski 64% 1-year accuracy 16 / 25 met price target | 14%upside $104 | Market Perform Maintained | 6 Nov 2024 |
RBC Capital Scott Heleniak 76% 1-year accuracy 41 / 54 met price target | 37%upside $125 | Outperform Maintained | 1 Nov 2024 |
JMP Securities Matthew Carletti 72% 1-year accuracy 46 / 64 met price target | 37%upside $125 | Market Outperform Maintained | 15 Oct 2024 |
Financial journalist opinion
Based on 3 articles about ACGL published over the past 30 days