ACGLNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31Also trades as ACGLN, ACGLO
ARCH CAPITAL GROUP LTD.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$100.48−0.79 (-0.78%)
Close on Oct 19, 2026
- Market cap
- $35.05B
- P/E (TTM)
- 7.9
- Dividend yield
- 4.98%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
313M
Shares held, 13F filers
Institutional holders
906
107 new, 103 sold out
Net institutional buying
-5M
In Q2 2026
Insider trades, 12 months
1 buys · 11 sales
Net sold $28.71M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 33,285,495 | 8.90% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Capital Management | 26,140,338 | 7.33% | 13G (passive) | Mar 31, 2026 |
| Artisan Partners Asset Management Inc. | 24,894,249 | 6.70% | 13G (passive) amendment | Dec 31, 2023 |
| Ronald Baron | 20,725,357 | 5.51% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACGL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,220,703 | – | $2.93B | −1,133,501 | 0.04% |
| Vanguard Capital Management LLC | 22,221,428 | – | $2.16B | −391,181 | 0.05% |
| Artisan Partners Limited Partnership | 21,595,895 | – | $2.10B | −1,070,116 | 3.32% |
| State Street Corp | 16,251,212 | – | $1.58B | +490 | 0.05% |
| Bamco Inc /Ny/ | 15,872,450 | – | $1.54B | −837,309 | 2.31% |
| Vanguard Portfolio Management LLC | 14,527,363 | – | $1.41B | −185,456 | 0.06% |
| Wcm Investment Management, LLC | 11,973,574 | – | $1.17B | −628,838 | 2.13% |
| Geode Capital Management, LLC | 10,507,722 | – | $1.02B | −78,549 | 0.05% |
| JPMorgan Chase & Co | 6,991,580 | – | $685.59M | +209,933 | 0.04% |
| Invesco Ltd. | 4,947,084 | – | $480.16M | +887,704 | 0.04% |
| Norges Bank | 4,675,717 | – | $453.83M | New | 0.05% |
| Arrowstreet Capital, Limited Partnership | 4,493,790 | – | $436.17M | +2,583,727 | 0.19% |
| Morgan Stanley | 4,359,144 | – | $423.10M | +98,725 | 0.02% |
| Northern Trust Corp | 4,281,588 | – | $415.57M | −191,064 | 0.05% |
| Dimensional Fund Advisors LP | 4,218,184 | – | $409.45M | +44,299 | 0.07% |
| Allspring Global Investments Holdings, LLC | 4,139,902 | – | $407.99M | +508,208 | 0.63% |
| Madison Asset Management, LLC | 3,799,789 | – | $368.81M | −276,657 | 4.40% |
| Royal Bank of Canada | 3,495,371 | – | $339.26M | −36,673 | 0.05% |
| Marshfield Associates | 3,331,135 | – | $323.32M | +279,714 | 7.58% |
| Legal & General Group Plc | 3,119,937 | – | $302.82M | −167,788 | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 906 | 313M | 107 / 317 | 376 / 103 | 20M | 26M |
| Q1 2026 | 917 | 318M | 115 / 325 | 355 / 105 | 57M | 23M |
| Q4 2025 | 921 | 326M | 163 / 337 | 315 / 69 | 23M | 32M |
| Q3 2025 | 844 | 335M | 87 / 320 | 330 / 88 | 28M | 33M |
| Q2 2025 | 853 | 340M | 97 / 353 | 288 / 85 | 21M | 15M |
| Q1 2025 | 850 | 334M | 105 / 317 | 316 / 82 | 21M | 19M |
| Q4 2024 | 843 | 342M | 113 / 327 | 302 / 107 | 29M | 25M |
| Q3 2024 | 850 | 339M | 106 / 350 | 289 / 52 | 47M | 14M |
| Q2 2024 | 804 | 339M | 89 / 337 | 276 / 80 | 20M | 24M |
| Q1 2024 | 801 | 344M | 107 / 326 | 281 / 65 | 24M | 24M |
| Q4 2023 | 765 | 345M | 149 / 289 | 242 / 58 | 34M | 25M |
| Q3 2023 | 686 | 336M | 86 / 282 | 231 / 64 | 22M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACGL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 10,535,552 | – | $1.02B | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,013,241 | – | $874.83M | 0.05% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 7,192,147 | – | $698.07M | 0.31% | Jun 30, 2026 |
| WCM Focused International Growth Fund | 4,685,740 | – | $454.80M | 2.02% | Jun 30, 2026 |
| Vanguard Value Index Fund | 3,156,672 | – | $306.39M | 0.12% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,131,873 | – | $206.92M | 0.56% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,040,487 | – | $205.13M | 0.21% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,888,535 | – | $183.30M | 0.05% | Jun 30, 2026 |
| MidCap Fund | 1,543,260 | – | $155.14M | 0.67% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund | 1,480,063 | – | $143.65M | 0.62% | Jun 30, 2026 |
| Bridge Builder International Equity Fund | 833,150 | – | $80.87M | 0.31% | Jun 30, 2026 |
| Thrivent Mid Cap Stock Fund | 797,539 | – | $80.18M | 2.57% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 777,990 | – | $75.51M | 0.09% | Jun 30, 2026 |
| Marshfield Concentrated Opportunity Fund | 700,881 | – | $62.62M | 5.02% | May 31, 2026 |
| Invesco S&P 500 Low Volatility ETF | 654,537 | – | $58.48M | 0.85% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Nicolas Papadopoulo | CEO, Director | 871,594 | Mar 12, 2026 |
| Robert Michael Schmeiser | CEO, Arch Global Mortgage Grp. | 44,856 | Sep 14, 2026 |
| Jerome Halgan | CEO, Arch Glob Reinsurance Grp | 304,627 | Sep 14, 2026 |
| Francois Morin | CFO and Treasurer | 310,065 | Aug 20, 2026 |
| David Gansberg | President, Arch Capital Group | 345,559 | Mar 12, 2026 |
| Maamoun Rajeh | President, Arch Capital Group | 468,978 | Mar 6, 2026 |
| Christine Todd | Chief Investment Officer | 100,230 | Mar 5, 2026 |
| Louis T. Petrillo | Officer of Subsidiary | 151,590 | Mar 5, 2026 |
| John M. Pasquesi | Director | 4,861,584 | Jun 15, 2026 |
| Brian S. Posner | Director | 0 | Jun 4, 2026 |
| Alexander S. Moczarski | Director | 4,037 | May 7, 2026 |
| Laurie Goodman | Director | 37,573 | May 7, 2026 |
| Eileen A. Mallesch | Director | 13,802 | May 7, 2026 |
| John L. Bunce Jr | Director | 10,909,784 | May 7, 2026 |
| Neal F. Triplett | Director | 8,013 | May 7, 2026 |
| Moira A. Kilcoyne | Director | 35,842 | May 7, 2026 |
| Daniel Joseph Houston | Director | 13,313 | May 7, 2026 |
| Francis Ebong | Director | 12,878 | May 7, 2026 |
| John D. Vollaro | Director | 267,609 | Nov 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Francois Morin CFO and Treasurer | Aug 18, 2026 | Option exercise | +11,010 | $27.09 | $298.26K | 195,836 |
| Francois Morin CFO and Treasurer | Aug 18, 2026 | Sale | −11,010 | $99.32 | $1.09M | 184,826 |
| John M. Pasquesi Director | Jun 11, 2026 | Gift | −1,006,700 | – | – | 214,993 |
| John M. Pasquesi Director | Jun 11, 2026 | Gift | +1,006,700 | – | – | 2,827,681 |
| Brian S. Posner Director | Jun 3, 2026 | Sale | −3,000 | $19.66 | $58.98K | 0 |
| Brian S. Posner Director | May 11, 2026 | Sale | −2,000 | $17.14 | $34.28K | 0 |
| John M. Pasquesi Director | May 5, 2026 | Award | +1,858 | – | – | 294,305 |
| John M. Pasquesi Director | May 5, 2026 | Award | +1,327 | – | – | 292,447 |
| John M. Pasquesi Director | May 5, 2026 | Award | +2,071 | – | – | 2,071 |
| Francis Ebong Director | May 5, 2026 | Award | +2,071 | – | – | 12,878 |
| Alexander S. Moczarski Director | May 5, 2026 | Award | +2,071 | – | – | 4,037 |
| Laurie Goodman Director | May 5, 2026 | Award | +2,071 | – | – | 37,573 |
| Eileen A. Mallesch Director | May 5, 2026 | Award | +2,071 | – | – | 13,802 |
| Neal F. Triplett Director | May 5, 2026 | Award | +1,327 | – | – | 8,013 |
| Neal F. Triplett Director | May 5, 2026 | Award | +2,071 | – | – | 6,686 |
| Brian S. Posner Director | May 5, 2026 | Award | +2,071 | – | – | 122,175 |
| John L. Bunce Jr Director | May 5, 2026 | Award | +2,071 | – | – | 1,561,740 |
| John L. Bunce Jr Director | May 5, 2026 | Award | +1,327 | – | – | 1,563,067 |
| Moira A. Kilcoyne Director | May 5, 2026 | Award | +1,327 | – | – | 35,842 |
| Moira A. Kilcoyne Director | May 5, 2026 | Award | +2,071 | – | – | 34,515 |
| Daniel Joseph Houston Director | May 5, 2026 | Award | +1,327 | – | – | 13,313 |
| Daniel Joseph Houston Director | May 5, 2026 | Award | +2,071 | – | – | 11,986 |
| Daniel Joseph Houston Director | Apr 30, 2026 | Buy | +5,300 | $94.09 | $498.68K | 9,915 |
| Brian S. Posner Director | Mar 11, 2026 | Sale | −3,000 | $17.12 | $51.36K | 2,000 |
| Nicolas Papadopoulo CEO, Director | Mar 10, 2026 | Sale | −21,930 | $96.31 | $2.11M | 871,594 |
| Nicolas Papadopoulo CEO, Director | Mar 10, 2026 | Option exercise | +21,930 | $18.90 | $414.48K | 893,524 |
| David Gansberg President, Arch Capital Group | Mar 10, 2026 | Sale | −5,907 | $96.37 | $569.26K | 336,559 |
| David Gansberg President, Arch Capital Group | Mar 10, 2026 | Option exercise | +10,770 | $18.90 | $203.55K | 342,466 |
| Maamoun Rajeh President, Arch Capital Group | Mar 4, 2026 | Gift | +40,600 | – | – | 40,600 |
| Maamoun Rajeh President, Arch Capital Group | Mar 4, 2026 | Gift | −40,600 | – | – | 428,378 |
| Louis T. Petrillo Officer of Subsidiary | Mar 4, 2026 | Tax withholding | −8,030 | $98.42 | $790.31K | 151,490 |
| David Gansberg President, Arch Capital Group | Mar 4, 2026 | Tax withholding | −12,519 | $98.42 | $1.23M | 331,696 |
| Christine Todd Chief Investment Officer | Mar 3, 2026 | Award | +3,981 | – | – | 100,230 |
| Louis T. Petrillo Officer of Subsidiary | Mar 3, 2026 | Award | +2,889 | – | – | 159,520 |
| Nicolas Papadopoulo CEO, Director | Mar 3, 2026 | Award | +21,318 | – | – | 871,594 |
| Maamoun Rajeh President, Arch Capital Group | Mar 3, 2026 | Award | +6,843 | – | – | 468,978 |
| David Gansberg President, Arch Capital Group | Mar 3, 2026 | Award | +6,843 | – | – | 344,215 |
| Francois Morin CFO and Treasurer | Mar 3, 2026 | Award | +5,329 | – | – | 298,788 |
| Louis T. Petrillo Officer of Subsidiary | Feb 27, 2026 | Tax withholding | −312 | $100.15 | $31.25K | 156,631 |
| David Gansberg President, Arch Capital Group | Feb 27, 2026 | Tax withholding | −553 | $100.15 | $55.38K | 337,372 |
| Louis T. Petrillo Officer of Subsidiary | Feb 24, 2026 | Tax withholding | −412 | $99.18 | $40.86K | 139,807 |
| Louis T. Petrillo Officer of Subsidiary | Feb 24, 2026 | Award | +17,136 | – | – | 156,943 |
| David Gansberg President, Arch Capital Group | Feb 24, 2026 | Award | +28,546 | – | – | 337,925 |
| David Gansberg President, Arch Capital Group | Feb 24, 2026 | Tax withholding | −509 | $99.18 | $50.48K | 309,379 |
| Christine Todd Chief Investment Officer | Feb 24, 2026 | Award | +25,046 | – | – | 96,249 |
| Nicolas Papadopoulo CEO, Director | Feb 24, 2026 | Award | +46,674 | – | – | 850,276 |
| Francois Morin CFO and Treasurer | Feb 24, 2026 | Award | +27,432 | – | – | 293,459 |
| Maamoun Rajeh President, Arch Capital Group | Feb 24, 2026 | Award | +28,546 | – | – | 462,135 |
| Maamoun Rajeh President, Arch Capital Group | Feb 11, 2026 | Option exercise | +31,500 | $27.13 | $854.60K | 481,019 |
| Maamoun Rajeh President, Arch Capital Group | Feb 11, 2026 | Sale | −47,430 | $96.12 | $4.56M | 433,589 |
| Maamoun Rajeh President, Arch Capital Group | Feb 11, 2026 | Option exercise | +15,930 | $27.09 | $431.54K | 449,519 |
| John M. Pasquesi Director | Dec 15, 2025 | Sale | −8,800 | $94.17 | $828.70K | 289,556 |
| John M. Pasquesi Director | Dec 12, 2025 | Gift | −53,000 | – | – | 298,356 |
| John M. Pasquesi Director | Dec 12, 2025 | Sale | −175,000 | $93.91 | $16.43M | 351,356 |
| John M. Pasquesi Director | Dec 12, 2025 | Sale | −28,866 | $93.81 | $2.71M | 526,356 |
| Louis T. Petrillo OFFICER OF SUBSIDIARY | Dec 10, 2025 | Gift | +14 | – | – | 100 |
| Louis T. Petrillo OFFICER OF SUBSIDIARY | Dec 10, 2025 | Gift | −42 | – | – | 139,971 |
| Francois Morin EVP AND CFO | Nov 28, 2025 | Sale | −8,000 | $94.62 | $756.96K | 266,681 |
| David Gansberg President, Arch Capital Group | Nov 19, 2025 | Tax withholding | −9,494 | $91.17 | $865.57K | 309,888 |
| John D. Vollaro Director | Oct 30, 2025 | Gift | −877 | – | – | 193,245 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Francois Morin Officer | Aug 18, 2026 | 11,010 | $1.09M | Aug 18, 2026 | Employee Stock Option Exercise |
| David Gansberg Former Affiliate | Jul 20, 2026 | 76,325 | $7.63M | Jul 20, 2026 | Employee Stock Option Exercise |
| David Gansberg Former Affiliate | Jul 2, 2026 | 79,273 | $8.05M | Jul 2, 2026 | Employee Stock Option Exercise |
| David Gansberg Former Affiliate | Jun 26, 2026 | 33,096 | $3.22M | Jun 26, 2026 | Employee Stock Option Exercise |
| David Gansberg Officer | Mar 10, 2026 | 5,907 | $569.27K | Mar 10, 2026 | Performance Stock Lapse |
| Nicolas Papadopoulo Officer | Mar 10, 2026 | 21,930 | $2.11M | Mar 10, 2026 | Employee Stock Option Exercise |
| Maamoun Rajeh Officer | Feb 11, 2026 | 47,430 | $4.56M | Feb 11, 2026 | Employee Stock Option Exercise |
| John M. Pasquesi Director, CHAIR | Dec 15, 2025 | 8,800 | $828.68K | Dec 15, 2025 | Restricted Stock Lapse - See Remarks |
| John M. Pasquesi Director, CHAIR | Dec 12, 2025 | 175,000 | $16.43M | Dec 12, 2025 | Restricted Stock Lapse - See Remarks |
| Murray Pasquesi John Director, CHAIR | Dec 12, 2025 | 28,866 | $2.71M | Dec 12, 2025 | Restricted Stock Award |
| Francois Morin Officer | Nov 28, 2025 | 8,000 | $757.00K | Nov 28, 2025 | Performance Stock Lapse |
| Maamoun Rajeh Officer | Aug 22, 2025 | 10,000 | $941.46K | Aug 22, 2025 | Performance Stock Lapse |
| Francois Morin Officer | May 16, 2025 | 12,630 | $1.19M | May 16, 2025 | Employee Stock Option Exercise |
| John M. Pasquesi Director, CHAIR | May 13, 2025 | 23,996 | $2.27M | May 13, 2025 | Restricted Stock Lapse |
| Murray Pasquesi John Director, CHAIR | May 12, 2025 | 75,060 | $7.06M | May 12, 2025 | Restricted Stock Award |