Company facts
- Industry
- Fire, Marine & Casualty Insurance
- Headquarters
- Pembroke
- Most recent report
- 8-K, filed Nov 5, 2026
- Incorporated
- N/A
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 947484
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 50
News 8 of 195
Prospectuses and Registrations 8 of 36
- 424B2 Prospectus supplement for an offering Jun 4, 2026
- FWP Free writing prospectus Jun 3, 2026
- FWP Free writing prospectus Jun 2, 2026
- 424B2 Prospectus supplement for an offering Jun 2, 2026
- S-3ASR Automatic shelf registration Nov 15, 2023
- S-8 Registration statement for an employee plan May 16, 2023
- S-8 Registration statement for an employee plan May 27, 2022
- 25-NSE Notice that a security was delisted Sep 29, 2021
Proxies 8 of 23
- DEFA14A Extra proxy material Mar 24, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 24, 2026
- PX14A6G Shareholder's own proxy material Apr 10, 2025
- DEFA14A Extra proxy material Mar 25, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 25, 2025
- DEFA14A Extra proxy material Mar 28, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2024
- DEFA14A Extra proxy material Mar 23, 2023
Ownership 8 of 659
- 13F-HR Quarterly report of institutional holdings Nov 4, 2026
- 3 Insider reported their initial holding Sep 14, 2026
- 3 Insider reported their initial holding Sep 14, 2026
- 4 Insider reported a trade Aug 20, 2026
- 144 Notice of a proposed sale of restricted stock Aug 18, 2026
- 13F-HR Quarterly report of institutional holdings Aug 4, 2026
- 144 Notice of a proposed sale of restricted stock Jul 20, 2026
- 144 Notice of a proposed sale of restricted stock Jul 2, 2026
Other 8 of 37
- ARS Annual report sent to shareholders Mar 24, 2026
- ARS Annual report sent to shareholders Mar 25, 2025
- ARS Annual report sent to shareholders Mar 28, 2024
- F-N Nov 15, 2023
- ARS Annual report sent to shareholders Mar 23, 2023
- CERT Exchange certified a listing Jun 11, 2021
- 8-A12B Registration of a security for exchange listing Jun 11, 2021
- IRANNOTICE Notice of Iran-related activity Aug 6, 2020
What to read: Sep 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 2 positive, 8 notable, and 0 negative flags.
Financial Statements (Item 1)
Contains all financial statements and notes with material balance-sheet and segment shifts.Notable- On Oct 30, 2026, Arch agreed to acquire Premier Dealer Holding Corp., a provider of auto F&I services.
- Investment commitments rose to $4.6B from $3.7B at Dec 2025, with $4.0B unfunded in equity-method funds.
- On June 9, 2026, Arch issued $600M of 5.250% notes due 2036 and $1.4B of 5.950% notes due 2056.
- Effective tax rate fell to 12.4% from 14.8% for 9M 2026, driven by tax law changes in Bermuda and UK.
Management's Discussion (Item 2)
Core MD&A: segment results, buyback pace, debt raise, and reserve development all carry company-specific numbers.PositiveNotable- Book value per share fell 0.2% in Q3 2026 to $67.90, due to buybacks above book value and rising rates.
- Net realized losses of $99M in Q3 2026 vs gains of $210M in Q3 2025, including a litigation-related loss contingency.
- Issued $2.0B of senior notes in June 2026, increasing debt to total capital from 10.1% to 15.7%.
Unregistered Sales and Repurchases (Item 2)
Heavy buyback activity: $2.2B spent in Q3 2026, nearly exhausting a $3B authorization.
What changed: Sep 2026 vs. Jun 2026
About 2% of ACGL's Sep 2026 10-Q is new information. 10 paragraphs were added, 199 changed, and 32 removed. Below are the most important lines SECSift identified.
New
- Added Amendment to Employment Agreement dated September 3, 2026 between Arch Reinsurance Ltd. and Jerome Halgan as Exhibit 10.3.
- Added Employment Agreement dated March 1, 2019 between Arch U.S. MI Services Inc. and Michael Schmeiser as Exhibit 10.4.
- Added Employment Agreement dated November 1, 2017 between Arch Reinsurance Ltd. and Jerome Halgan as Exhibit 10.2.
- Added Fourth Amended and Restated Arch Capital Group Ltd. Incentive Compensation Plan as Exhibit 10.1.
Changed
- Senior notes fair value fell to $3.8B from $4.1B at June 30, 2026, while carrying value stayed at $4.3B.
- Capital fell to $27.3B at Sep 30, 2026 from $28.3B at Jun 30, 2026.
- Net realized gains (losses) swung to a loss of $99M from a gain of $210M for the three months ended September 30.
- Reinsurance segment underwriting income fell to $393M in Q3 2026 from $482M in Q3 2025.
- Share repurchases rose to $3.4B for nine months ended September 30, 2026 from $1.1B in the prior year period.
- Net income available to Arch common shareholders fell to $1,025M from $1,340M for the three months ended September 30.
- Employee share repurchases for tax withholding were 126 shares in September, down from 7,831 in June.
Everything here comes from Arch Capital Group Ltd.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 5, 2026, from the 10-Q for Sep 2026.