Citable filing context
ACGL's research view summarizes recent SEC filing context, starting with earnings from Jul 28, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 28, 2026 | earnings | Arch Capital Group reported net income of $1.0 billion for the second quarter ended June 30, 2026. |
| Jun 16, 2026 | debt_offering | Arch Capital Group announced pricing and early results for cash tender offers to repurchase up to $417.85 million in senior notes. |
| Jun 9, 2026 | debt_offering | Arch Capital Group Ltd. issued $600M in 5.250% senior notes due 2036 and $1.4B in 5.950% senior notes due 2056. |
| Oct 12, 2021 | Guidance: share_repurchase_authorization | not reported to 1.50 |
| Apr 27, 2021 | Guidance: transaction_closing | not reported to not reported |
| Apr 15, 2020 | Guidance: core_investment_portfolio_total_return | -0.95 to -0.65 |
| Aug 4, 2026 | mda_quarterly | Arch Capital Group reported a strong second quarter for 2026, achieving an annualized operating return on average common equity of 15.3%. The company maintains a robust balance sheet, supporting a $1.2 billion share repurchase program during the quarter. While market conditions remain constructive, management noted increased competition and pricing pressure in certain insurance and reinsurance lines. The insurance segment generated $27 million in underwriting income, with growth in U.S. casualty, construction, and London market war and terrorism lines, partially offset by the non-renewal of middle-market programs from the 2024 MCE Acquisition and reduced E&S property business. The reinsurance segment contributed $410 million in underwriting income, benefiting from light catastrophe losses, though net premiums written declined 10% due to higher cedant retentions and increased retrocessions. The mortgage segment remained a steady contributor with $220 million in underwriting income, supported by high credit quality and stable U.S. market share, despite modest originations caused by interest rate and affordability constraints. Arch continues to manage risk through a diversified specialty platform and disciplined cycle management. The company maintains a relatively short fixed-income duration of 3.5 years and utilizes a "Realistic Disaster Scenario" model to limit potential losses from severe economic downturns and catastrophic events. |
| May 5, 2026 | mda_quarterly | Arch Capital Group reported a strong first quarter for 2026, achieving an annualized operating return on average common equity of 15.4%. The company continues to prioritize disciplined cycle management, emphasizing risk selection over volume in an increasingly competitive market. The insurance segment generated $66 million in underwriting income, with growth focused on U.S. E&S casualty, construction, and alternative markets. Topline growth remained flat as the company prioritized profitability and navigated the integration of the MCE Acquisition. The reinsurance segment contributed $441 million in underwriting income, benefiting from a favorable portfolio mix and lower catastrophe activity compared to the prior-year period, despite a 6% decline in net premiums written due to increased cedant retentions. The mortgage segment remained a steady contributor with $221 million in underwriting income, supported by high credit quality and an 80.7% persistency rate, though new originations were constrained by affordability challenges. Arch maintains a robust balance sheet, ending the quarter with $26.9 billion in capital and executing $783 million in share repurchases. Investment returns were impacted by higher interest rates, while the company continues to manage exposure to catastrophic and economic events through rigorous modeling and a conservative investment duration of 3.43 years. |
Source: SEC EDGAR filing text and events; period Jul 28, 2026; filed Jul 28, 2026.
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