Accelerant Holdings (ARX) shareholders
ARXNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026Score 1/3057% above fair value
$19.85−0.04 (-0.20%)
Close on Nov 13, 2026Market cap $4.31BP/E 70.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.7%
64M of 217M shares
Institutional holders
116
37 new, 26 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
5 buys · 25 sales
Net sold $20.69M
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 |
|---|---|---|---|---|
| Schwartz Keoni Andrew Joint filing with ACP Insurance Management, LLC (44.20%), ACP Accelerant Holdings, L.P. (42.90%) | 90,916,741 | 44.20% | 13G (passive) | Sep 30, 2025 |
| Radke Jeffrey L | 36,750,813 | 29.90% | 13G (passive) | Sep 30, 2025 |
| Lee-Smith Christopher | 20,386,940 | 17.40% | 13G (passive) | Sep 30, 2025 |
| ONeill Francis James | 8,079,736 | 7.00% | 13G (passive) | Sep 30, 2025 |
| Paul J. Glazer Joint filing with Glazer Capital, LLC (5.00%) | 5,969,101 | 5.00% | 13G (passive) | Sep 23, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Security Benefit Life Insurance Co /Ks/ | 5,866,257 | 2.70% | $68.75M | – | 37.88% |
| FMR LLC | 5,628,679 | 2.59% | $65.97M | +3,816,472 | 0.00% |
| Capital World Investors | 4,626,664 | 2.13% | $54.22M | −526,077 | 0.01% |
| Keenan Capital, LLC | 3,992,923 | 1.84% | $46.80M | – | 9.25% |
| American Century Companies Inc | 3,877,619 | 1.79% | $45.45M | +689,114 | 0.02% |
| Gilder Gagnon Howe & Co LLC | 3,732,024 | 1.72% | $43.74M | −11,340 | 0.45% |
| BlackRock, Inc. | 3,496,273 | 1.61% | $40.98M | +3,330,709 | 0.00% |
| Barings LLC | 3,128,867 | 1.44% | $37.61M | – | 0.67% |
| Azora Capital LP | 3,049,846 | 1.40% | $35.74M | +1,069,635 | 1.51% |
| Vanguard Portfolio Management LLC | 2,418,330 | 1.11% | $28.34M | +304,765 | 0.00% |
| JPMorgan Chase & Co | 2,176,807 | 1.00% | $27.49M | +156,439 | 0.00% |
| Goldman Sachs Group Inc | 2,013,582 | 0.93% | $23.60M | +1,971,913 | 0.00% |
| Cresset Asset Management, LLC | 1,839,620 | 0.85% | $21.56M | – | 0.08% |
| Citadel Advisors LLC | 1,747,985 | 0.80% | $20.49M | +603,779 | 0.00% |
| Vanguard Capital Management LLC | 1,657,197 | 0.76% | $19.42M | −281,741 | 0.00% |
| Alliancebernstein L.P. | 1,447,153 | 0.67% | $19.33M | −1,353,035 | 0.01% |
| Owls Nest Partners IA, LLC | 1,251,884 | 0.58% | $14.67M | +1,042,177 | 4.76% |
| Marshall Wace, Llp | 1,109,675 | 0.51% | $13.01M | −1,164,477 | 0.01% |
| Jane Street Group, LLC | 952,066 | 0.44% | $11.16M | +91,369 | 0.00% |
| State Street Corp | 900,775 | 0.41% | $10.56M | +863,469 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 116 | 64M | 29.7% | 37 / 42 | 27 / 26 | 19M | 10M |
| Q1 2026 | 107 | 56M | 25.7% | 33 / 36 | 23 / 23 | 17M | 9M |
| Q4 2025 | 98 | 50M | 23.2% | 38 / 24 | 28 / 26 | 12M | 12M |
| Q3 2025 | 88 | 51M | 23.4% | 88 / 0 | 0 / 0 | 51M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey L. Radke | Co-Founder, CEO, Director, 10% owner | 28,175,542 | 12.97% | Aug 11, 2026 |
| Christopher Lee-Smith | Co-Founder, Head of Distrib., Director | 17,784,023 | 8.19% | Mar 20, 2026 |
| Francis James ONeill | Co-Founder, Chief U/W Officer | 6,535,934 | 3.01% | Aug 12, 2026 |
| Matthew David Sternberg | COO, Risk Exchange | 596,482 | 0.27% | Jul 27, 2026 |
| Clifford Robert Jenks | General Counsel | 85,763 | 0.04% | Apr 3, 2026 |
| Linda Huber | Chief Financial Officer | 214,408 | 0.10% | Apr 3, 2026 |
| Jay Michael Green | Chief Financial Officer | 1,175,589 | 0.54% | Mar 24, 2026 |
| Karen Sue Meriwether | Director | 20,868 | 0.01% | Aug 25, 2026 |
| Nancy Hasley | Director | 1,854,865 | 0.85% | Aug 14, 2026 |
| Paul Christopher Little | Director | 20,868 | 0.01% | May 15, 2026 |
| Simon Wainwright | Director | 23,316 | 0.01% | May 15, 2026 |
| David George Paul Talach | Director | 23,316 | 0.01% | May 15, 2026 |
| Samuel Gaynor | Director | 7,500 | 0.00% | Nov 20, 2025 |
| Wendy Liisa Harrington | Director | 9,210 | 0.00% | Jul 29, 2025 |
| Keoni Andrew Schwartz | Director, 10% owner | – | – | Jul 29, 2025 |
| Kunal Arora | Director | – | – | Jul 23, 2025 |
| Michael Kenneth Searles | Director | – | – | Jul 23, 2025 |
| ACP Insurance Management, LLC | 10% owner | – | – | Jul 29, 2025 |
| ACP Accelerant Holdings, L.P. | 10% owner | 3,628,575 | 1.67% | Jul 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Karen Sue Meriwether Director | Aug 21, 2026 | Sale | −542 | $19.62 | $10.63K | 20,868 |
| Nancy Hasley Director | Aug 13, 2026 | Sale(10b5-1 plan) | −20,489 | $19.56 | $400.76K | 1,341,834 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Aug 11, 2026 | Sale(10b5-1 plan) | −89,219 | $12.41 | $1.11M | 6,369,290 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −63,616 | $12.07 | $767.85K | 6,458,509 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −80,000 | $12.09 | $967.20K | 27,591,939 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Aug 3, 2026 | Sale(10b5-1 plan) | −80,000 | $12.06 | $964.80K | 27,671,939 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jul 28, 2026 | Sale(10b5-1 plan) | −104,647 | $14.56 | $1.52M | 6,522,125 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −110,467 | $14.63 | $1.62M | 6,626,772 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 27, 2026 | Sale(10b5-1 plan) | −15,223 | $14.45 | $219.97K | 27,751,939 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 27, 2026 | Sale(10b5-1 plan) | −80,000 | $14.63 | $1.17M | 27,767,162 |
| Matthew David Sternberg COO, Risk Exchange | Jul 27, 2026 | Sale(10b5-1 plan) | −17,568 | $14.64 | $257.20K | 596,482 |
| Matthew David Sternberg COO, Risk Exchange | Jul 23, 2026 | Tax withholding | −3,910 | $13.77 | $53.84K | 614,050 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 20, 2026 | Sale(10b5-1 plan) | −80,000 | $13.51 | $1.08M | 27,847,162 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 17, 2026 | Sale(10b5-1 plan) | −14,777 | $14.30 | $211.31K | 27,927,162 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −82,767 | $12.71 | $1.05M | 6,737,239 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jul 14, 2026 | Sale(10b5-1 plan) | −83,119 | $12.84 | $1.07M | 6,820,006 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 13, 2026 | Sale(10b5-1 plan) | −80,000 | $13.18 | $1.05M | 27,941,939 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 6, 2026 | Sale(10b5-1 plan) | −80,000 | $13.33 | $1.07M | 28,021,939 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jun 29, 2026 | Sale(10b5-1 plan) | −80,000 | $12.87 | $1.03M | 28,101,939 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jun 26, 2026 | Sale(10b5-1 plan) | −73,500 | $13.18 | $968.73K | 6,903,125 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jun 25, 2026 | Sale(10b5-1 plan) | −73,500 | $13.06 | $959.91K | 6,976,625 |
| Nancy Hasley Director | Jun 23, 2026 | Sale(10b5-1 plan) | −35,000 | $13.11 | $458.85K | 1,362,323 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jun 23, 2026 | Sale(10b5-1 plan) | −80,000 | $13.11 | $1.05M | 28,181,939 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jun 23, 2026 | Sale(10b5-1 plan) | −76,464 | $13.11 | $1.00M | 7,050,125 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −70,536 | $13.21 | $931.78K | 7,126,589 |
| David George Paul Talach Director | May 13, 2026 | Award | +23,316 | – | – | 23,316 |
| Simon Wainwright Director | May 13, 2026 | Award | +23,316 | – | – | 23,316 |
| Karen Sue Meriwether Director | May 13, 2026 | Award | +11,658 | – | – | 21,410 |
| Paul Christopher Little Director | May 13, 2026 | Award | +11,658 | – | – | 20,868 |
| Matthew David Sternberg COO, Risk Exchange | May 13, 2026 | Award | +279,329 | – | – | 617,960 |
| Nancy Hasley Director | May 13, 2026 | Award | +11,658 | – | – | 1,397,323 |
| Jay Michael Green Chief Financial Officer | Mar 23, 2026 | Sale(10b5-1 plan) | −50,000 | $12.77 | $638.50K | 1,175,589 |
| Matthew David Sternberg COO, Risk Exchange | Mar 18, 2026 | Award | +180,667 | – | – | 338,631 |
| Christopher Lee-Smith Co-Founder, Head of Distrib., Director | Mar 18, 2026 | Award | +128,644 | – | – | 17,784,023 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Mar 18, 2026 | Award | +300,171 | – | – | 333,652 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Mar 18, 2026 | Award | +128,644 | – | – | 7,363,769 |
| Jay Michael Green Chief Financial Officer | Mar 17, 2026 | Tax withholding | −28,625 | $11.63 | $332.91K | 1,225,589 |
| Jay Michael Green Chief Financial Officer | Feb 2, 2026 | Tax withholding | −200,637 | $12.76 | $2.56M | 1,254,214 |
| Karen Sue Meriwether Director | Dec 8, 2025 | Buy | +542 | $14.67 | $7.95K | 9,752 |
| Christopher Lee-Smith Co-Founder, Head of Distrib., Director | Nov 19, 2025 | Buy | +14,700 | $13.42 | $197.27K | 17,655,379 |
| Samuel Gaynor Director | Nov 19, 2025 | Buy | +7,500 | $13.44 | $100.80K | 7,500 |
| Francis James ONeill Co-Founder, Chief U/W Officer | Nov 18, 2025 | Buy | +38,000 | $13.34 | $506.92K | 7,235,125 |
| Matthew David Sternberg COO, Risk Exchange | Nov 17, 2025 | Buy | +5,700 | $13.10 | $74.67K | 157,964 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Nov 14, 2025 | Buy | +74,110 | $13.48 | $999.00K | 28,261,939 |
| Jay Michael Green Chief Financial Officer | Jul 25, 2025 | Award | +1,454,851 | – | – | 1,454,851 |
| Christopher Lee-Smith Co-Founder, Head of Distrib., Director | Jul 25, 2025 | Conversion | +17,509,884 | – | – | 17,509,884 |
| Matthew David Sternberg COO, Risk Exchange | Jul 25, 2025 | Award | +152,264 | – | – | 152,264 |
| Wendy Liisa Harrington Director | Jul 25, 2025 | Award | +9,210 | – | – | 9,210 |
| Wendy Liisa Harrington Director | Jul 25, 2025 | Conversion | +7,808 | – | – | 17,018 |
| Wendy Liisa Harrington Director | Jul 25, 2025 | Conversion | +6,297 | – | – | 23,315 |
| Karen Sue Meriwether Director | Jul 25, 2025 | Award | +9,210 | – | – | 9,210 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 25, 2025 | Conversion | +27,945,395 | – | – | 27,945,395 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 25, 2025 | Conversion | +249,828 | – | – | 249,828 |
| Jeffrey L. Radke Co-Founder, CEO, Director, 10% owner | Jul 25, 2025 | Conversion | +33,464 | – | – | 33,464 |
| Paul Christopher Little Director | Jul 25, 2025 | Award | +9,210 | – | – | 9,210 |
| Nancy Hasley General Counsel, Director | Jul 25, 2025 | Conversion | +512,531 | – | – | 512,531 |
| Nancy Hasley General Counsel, Director | Jul 25, 2025 | Conversion | +1,368,640 | – | – | 1,368,640 |
| Nancy Hasley General Counsel, Director | Jul 25, 2025 | Buy | +500 | $21.00 | $10.50K | 500 |
| Nancy Hasley General Counsel, Director | Jul 25, 2025 | Conversion | +17,025 | – | – | 1,385,665 |
| ACP Accelerant Holdings, L.P. 10% owner | Jul 25, 2025 | Sale | −488,131 | $21.00 | $10.25M | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
5.20%
3M shares short
Days to cover
2.6
At 1M shares a day
Change since last report
-6.3%
From 3M shares
Short volume, 20 days
32.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Accelerant's stock actually held short. Settlement fails (shares not delivered on time) peaked at 156,562 shares on Sep 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Karen Sue Meriwether Director | Aug 21, 2026 | 542 | $10.63K | Aug 21, 2026 | Open Market Purchase |
| Nancy Hasley Director | Aug 13, 2026 | 20,489 | $278.86K | Aug 13, 2026 | Conversion of private company equity securities into public company stock as a result of IPO |
| Francis James O'Neill Officer | Aug 10, 2026 | 381,000 | $4.59M | Aug 10, 2026 | Acquired from issuer in private transaction |
| Jeffrey L. Radke Officer, Director | Aug 10, 2026 | 80,000 | $958.85K | Aug 10, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Aug 3, 2026 | 80,000 | $956.31K | Aug 3, 2026 | Compensation |
| Matthew David Sternberg Officer | Jul 27, 2026 | 17,568 | $249.99K | Jul 27, 2026 | Restricted Stock Units |
| Jeffrey L. Radke Officer, Director | Jul 27, 2026 | 95,223 | $1.38M | Jul 27, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Jul 24, 2026 | 30,000 | $424.73K | Jul 24, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Jul 20, 2026 | 80,000 | $1.07M | Jul 20, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Jul 17, 2026 | 14,777 | $208.73K | Jul 17, 2026 | Compensation |
| Francis James O'Neill Officer | Jul 14, 2026 | 381,000 | $4.83M | Jul 14, 2026 | Acquired from issuer in private transaction |
| Jeffrey L. Radke Officer, Director | Jul 13, 2026 | 80,000 | $1.05M | Jul 13, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Jul 6, 2026 | 80,000 | $1.06M | Jul 6, 2026 | Compensation |
| Jeffrey L. Radke Officer, Director | Jun 29, 2026 | 80,000 | $1.02M | Jun 29, 2026 | Compensation |
| Francis James O'Neill Officer | Jun 23, 2026 | 220,500 | $2.90M | Jun 23, 2026 | Acquired from issuer in private transaction |
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