Arch Capital Group Ltd. (ACGL)

In the past six months, ACGL's stock price has seen some fluctuations and analyst actions. As of June 27, 2025, the share price was $90.32. Over the past six months, the stock has experienced a -2.4% change, with a 52-week range between $82.49 and $116.47. Key events include earnings reports, an analyst downgrade by Jefferies from "Buy" to "Hold" due to rising competition, a credit rating outlook revision by AM Best to positive from stable, promotions within Arch Reinsurance Group, and Arch MI's integration with Wilqo for a seamless customer experience.

The demand seasonality for Arch Capital Group Ltd.'s products and services is not explicitly detailed in the provided search results. Demand for certain products, particularly property catastrophe reinsurance, can be influenced by seasonal weather patterns and the frequency and severity of natural disasters. The company's diversified portfolio and focus on specialty lines may help mitigate the impact of seasonality in any single product area. The company's ability to navigate underwriting cycles is also highlighted.

Arch Capital Group Ltd. is a Bermuda-based public limited liability company that operates as a global provider of insurance, reinsurance, and mortgage insurance products through its subsidiaries. The company focuses on underwriting specialized risks where its expertise can generate attractive returns, carefully managing capital and diversifying its portfolio across different lines and geographies. ACGL is classified within the Financial Services sector and the Insurance - Diversified industry. The company's major products and services are categorized into three underwriting segments: Insurance, Reinsurance and Mortgage.

Arch Capital Group Ltd. operates globally with its headquarters in Hamilton, Bermuda. The company has a significant geographic footprint with operations and offices in North America, Europe, Asia, and Australia. Its insurance operations are conducted in Bermuda, the U.S., the U.K., Europe, Canada, Australia, and South Africa. The reinsurance operations are global, with significant activities in Bermuda, the U.S., and Europe. The mortgage operations have a strong presence in the U.S., Europe, and Australia.

Arch Capital Group Ltd. maintains a strong brand reputation, highlighted by its financial performance and strategic positioning. AM Best revised its Long-Term ICRs outlook to positive from stable in March 2025, citing the group's strong operating performance, robust balance sheet, and effective management. The company has been recognized for its disciplined underwriting and ability to navigate underwriting cycles across its three segments. Arch Capital reported record earnings in 2023, with a net income of $4.2 billion, demonstrating strong underwriting and investment performance. In 2024, the company continued to show robust underwriting discipline and profitability. Events affecting the company's reputation include strong financial performance, strategic acquisitions and market expansion, response to catastrophic events, and ESG and sustainability efforts.

Arch Capital Group Ltd. has significant institutional ownership, with 1,652 to 1,653 institutional owners and shareholders holding approximately 440 million to 446 million shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Artisan Partners Limited Partnership. Warburg Pincus LLC is the largest individual shareholder, owning 14.96 million shares, representing 3.99% of the company. Other notable individual/insider holders include Kewsong Lee, Sean Carney, and John L. Bunce Jr.