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ARCH CAPITAL GROUP LTD. (ACGL) officer Francois Morin, CFO and Treasurer, reported an option exercise and same-day share sale. On 2026-08-18 he exercised 11,010 stock options at $27.0867 per share, receiving 11,010 common shares, and then sold 11,010 common shares at a weighted average price of $99.3214. Following these transactions, an indirect holding of 114,229 common shares is reported as held by a revocable trust for the benefit of his spouse; these shares were previously owned directly in a joint account. The Form 4 does not indicate use of a Rule 10b5-1 trading plan.
ARCH CAPITAL GROUP LTD. (ACGL) received a Rule 144 notice from officer Francois Morin regarding a planned sale of common shares. The filing lists a proposed disposition of 11,010 common shares in connection with an employee stock option cashless exercise, with brokerage handling through Charles Schwab & Co., Inc. The notice targets a transaction date of August 18, 2026.
Arch Capital Group Ltd. filed a Form 13F holdings report as an institutional investment manager. The report indicates 4 reported holdings in the Form 13F Information Table, with an aggregate reported value of $290,954 (rounded to the nearest dollar). One other included manager, Arch Investment Management Ltd., is listed as part of this reporting structure. The report is signed by Francois Morin, EVP, Chief Financial Officer and Treasurer.
Arch Capital Group Ltd. reported second‑quarter 2026 net income available to common shareholders of $1,047 million (diluted EPS $3.00) on total revenues of $4,668 million. For the first six months, net income available to common shareholders was $2,084 million (diluted EPS $5.88) on revenues of $9,189 million.
Underwriting income was $657 million for the quarter and $1,385 million year to date, with a consolidated combined ratio of 83.5% for the quarter and 82.7% for the first half of 2026. Results included favorable prior‑year reserve development of $169 million in the quarter and $389 million for the six‑month period.
Total investments reached $48,966 million and total assets $85,179 million as of June 30 2026. Operating cash flow was $2,510 million in the first half. The company repurchased 20.7 million common shares for approximately $1,900 million and increased senior notes outstanding to $4,286 million.
Arch Capital Group Ltd. reported Q2 2026 net income available to common shareholders of $1.047 billion, or $3.00 per diluted share, compared with $1.227 billion, or $3.23, in Q2 2025. After-tax operating income was $893 million, or $2.56 per share, versus $979 million, or $2.58. Underwriting income was $657 million on net premiums earned of $3.985 billion, producing a combined ratio of 83.5% compared with 81.2% a year earlier. Results included $201 million of pre-tax current accident year catastrophe losses and $165 million of favorable prior-year reserve development; the combined ratio excluding catastrophe activity and prior-year development was 82.5% versus 80.9%.
By segment, the insurance division wrote $2.603 billion of gross premiums with a 98.5% combined ratio, the reinsurance division $3.202 billion with a 77.5% combined ratio, and the mortgage division $324 million with a 22.8% combined ratio. Pre-tax net investment income increased to $417 million from $405 million, while realized results moved to a $17 million loss from a $229 million gain. Arch repurchased $1.2 billion of common shares and increased book value per common share to $68.04 at June 30, 2026, a 2.8% rise from March 31, 2026.
Arch Capital Group Ltd. filed a notice of proposed sale of 76,325 common shares, to be sold through Charles Schwab & Co., Inc. on NASDAQ on 07/20/2026. The sale is connected to an Employee Stock Option Exercise using a Broker Payment for Cashless Exercise structure. The filing also lists prior sales during the past three months by David Gansberg totaling 33,096 shares on 06/26/2026 for $3,217,805.00 and 79,273 shares on 07/02/2026 for $8,045,058.00.
Arch Capital Group Ltd. filed a Form 144 reporting proposed sale of Common Stock on 07/02/2026 in connection with an employee stock option exercise processed as a broker payment for cashless exercise. The filing also lists a prior sale of 33,096 shares on 06/26/2026 for $3,217,805.00. The excerpt shows shares outstanding of 349,389,588 as of 07/02/2026.
Arch Capital Group Ltd. is proceeding with cash tender offers by two subsidiaries to repurchase up to $417,851,000 of long-dated senior notes. The offers cover 5.144% notes due 2043 and 5.031% notes due 2046, with priority given to the 2043 series.
By the June 15, 2026 early tender deadline, holders had tendered $218,712,000 of the 2043 notes and $199,139,000 of the 2046 notes, matching the Maximum Amount the company amended for purchase. Early tenders will receive total consideration of $960.00 per $1,000 for the 2043 notes and $942.30 for the 2046 notes, including a $50 early tender premium.
The company expects to settle accepted early tenders on June 18, 2026. Because tenders at the early deadline already reach the Maximum Amount, Arch does not expect to purchase notes tendered after that date, even though the offers formally run until July 1, 2026. Arch reports approximately $26.9 billion in capital as of March 31, 2026.
ARCH CAPITAL GROUP LTD. director and chair John M. Pasquesi reported bona fide gifts of a total of 2,013,400 common shares of the company’s stock. The gifts were split into two transfers of 1,006,700 shares each at a stated price of $0.0000 per share.
After one gift, a revocable trust associated with him held 2,827,681 common shares, and a limited liability company associated with him held 214,993 shares after the other. He also reports additional indirect holdings through trusts and a family limited partnership, plus 3,076 shares held directly.