Every 8-K that Arch Capital Group Ltd (ACGL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ACGL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ACGL filings page.
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. 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. completed a public offering of $600,000,000 aggregate principal amount of 5.250% senior notes due 2036 and $1,400,000,000 aggregate principal amount of 5.950% senior notes due 2056. These senior unsecured notes rank equally with the company’s other senior unsecured and unsubordinated debt and are not guaranteed by subsidiaries.
Interest is payable semi-annually on June 15 and December 15, beginning December 15, 2026, using a 360-day year of twelve 30-day months. The 2036 notes mature on June 15, 2036 and the 2056 notes on June 15, 2056, with maturity subject to deferral if regulatory capital requirements are not met.
The company may redeem the notes before maturity, including tax event redemptions at 100% of principal plus accrued interest and optional redemptions using a make-whole price before specified dates, then at 100% of principal thereafter. The notes carry customary covenants and events of default under the existing indenture.
Arch Capital Group Ltd. announced a leadership transition, with David Gansberg stepping down as a President effective immediately and departing after a long tenure overseeing the Global Insurance Group. Under a new single President model, Maamoun Rajeh expands his role to lead Arch’s Insurance, Reinsurance and Mortgage segments while continuing to report to CEO Nicolas Papadopoulo.
Rajeh has served as President since November 2024 and previously led Arch’s Global Reinsurance Group after joining the company in 2001. His existing employment terms remain unchanged and no new equity awards were granted for this expanded role. Arch reported approximately $26.9 billion in capital as of March 31, 2026, underscoring its scale as a global insurance, reinsurance and mortgage provider.
Arch Capital Group Ltd. is raising $2,000,000,000 through a public offering of senior notes. The company priced $600,000,000 of 5.250% notes due 2036 and $1,400,000,000 of 5.950% notes due 2056, under an effective shelf registration.
Arch plans to use the net proceeds to redeem or repay $500,000,000 of 4.011% senior notes due 2026, pay the tender price for its 5.144% notes due 2043 and 5.031% notes due 2046, and use any remaining funds for general corporate purposes. At March 31, 2026, Arch reported approximately $26.9 billion in capital.
Arch Capital Group Ltd. is launching cash tender offers for certain long-term debt held by two wholly owned subsidiaries. The offers cover up to $350,000,000 in aggregate purchase price of Arch Capital Group (U.S.)’s 5.144% Senior Notes due 2043 and Arch Capital Finance LLC’s 5.031% Senior Notes due 2046.
Holders who tender by the early deadline of June 15, 2026 receive total consideration that includes a $50 per $1,000 early tender premium, with pricing set off a fixed spread of 55 basis points over a 5.00% U.S. Treasury due May 15, 2046. The tender offers expire on July 1, 2026, and are capped by a maximum aggregate purchase price, with the 2043 notes given higher priority.
The transactions are subject to conditions, including completion of a new notes offering to fund purchases. Arch reports approximately $26.9 billion in capital as of March 31, 2026, indicating these tenders represent a modest portion of its overall capital structure.
Arch Capital Group Ltd. reported results from its annual shareholder meeting and detailed upcoming preferred share dividends. Holders of 311,259,137 common shares, about 87 percent of those entitled to vote as of the March 9, 2026 record date, were represented. Shareholders elected three Class I directors for three-year terms, approved the advisory vote on named executive officer compensation, and ratified PricewaterhouseCoopers LLP as independent auditor for the year ending December 31, 2026. They also elected designated company directors for certain non-U.S. subsidiaries.
The Board declared dividends on 13,200,000 depositary shares for the 5.45% Non-Cumulative Preferred Shares, Series F, of $4,496,250, or $0.340625 per depositary share, for each of the dividend periods ending June 29, 2026 and September 29, 2026. It also declared dividends on 20,000,000 depositary shares for the 4.55% Non-Cumulative Preferred Shares, Series G, of $5,687,500, or $0.284375 per depositary share, for each of the same periods. All dividends are payable on June 30 and September 30, 2026 to holders of record on June 15 and September 15, 2026, respectively, unless otherwise determined by the Board or its Executive Committee.
Arch Capital Group Ltd. reported much stronger results for the quarter ended March 31, 2026. Net income available to common shareholders rose to $1.04 billion, or $2.88 per diluted share, up from $564 million, or $1.48, a year earlier, driven by significantly better underwriting performance.
After-tax operating income increased to $901 million, or $2.50 per share, and the consolidated combined ratio improved to 81.7% from 90.1%, reflecting a lower loss ratio of 52.4%. The reinsurance segment delivered a 75.9% combined ratio, while mortgage posted a very low 22.3% combined ratio, both benefiting from favorable prior-year reserve development and lower catastrophe impacts.
Book value per common share reached $66.19 at March 31, 2026, a 1.7% increase from December 31, 2025, even after $783 million of share repurchases. Annualized net income return on average common equity improved to 17.8% and operating return on equity to 15.4%.
Arch Capital Group Ltd. updated its capital return plans. On April 19, 2026, the company increased the authorization for its existing share repurchase program by $3.0 billion, allowing future buybacks through open market or privately negotiated transactions.
After this increase and taking into account recent repurchases, approximately $3.1 billion of share repurchases were available under the program as of April 20, 2026. The timing and amount of any repurchases will depend on market conditions and corporate and regulatory considerations.
Arch Capital Group Ltd. announced that its Board of Directors has declared cash dividends on its outstanding preferred share depositary shares. These dividends relate to the 5.45% Non-Cumulative Preferred Shares, Series F, and the 4.55% Non-Cumulative Preferred Shares, Series G.
For the 13,200,000 Series F depositary shares, the declared dividend for the 12/31/25–3/30/26 period is $4,496,250, or $0.340625 per depositary share. For the 20,000,000 Series G depositary shares, the dividend for the same period is $5,687,500, or $0.284375 per depositary share.
All dividends are scheduled to be paid on March 31, 2026 to holders of record as of March 15, 2026, out of lawfully available funds under Bermuda law, unless the Board or its Executive Committee determines otherwise on or before the effective date.
Arch Capital Group Ltd. reported very strong fourth quarter 2025 results. Net income available to common shareholders rose to $1.228 billion, or $3.35 per diluted share, up from $925 million, or $2.42, a year earlier. After-tax operating income reached $1.092 billion, or $2.98 per diluted share.
Underwriting performance was robust: underwriting income increased to $827 million with a consolidated combined ratio of 80.6%, improving from 85.0%. Insurance, reinsurance and mortgage all generated underwriting profits, with the mortgage segment posting a 13.7% combined ratio.
Pre-tax net investment income grew to $434 million, and net realized gains were $22 million versus a loss in the prior year period. The company repurchased $798 million of common shares, and book value per common share increased to $65.11 at December 31, 2025, up 4.5% from September 30, 2025.
Arch Capital Group Ltd. reported that long-time board member John D. Vollaro has decided not to stand for reelection at the company’s 2026 Annual Meeting of Shareholders. He has served as a director for 17 years and has been with the company for 24 years in total, underscoring his long-standing involvement with Arch Capital.
The company states that Mr. Vollaro’s decision is not the result of any disagreement with Arch Capital regarding its operations, policies or practices, indicating an orderly and non-contentious transition. The company issued a press release about this development, which is filed as Exhibit 99.1 and incorporated by reference.
Arch Capital Group Ltd. (ACGL) declared quarterly dividends on its preferred stock depositary shares. For the 5.45% Non-Cumulative Preferred Shares, Series F, the Board declared $0.340625 per depositary share, totaling $4,496,250 across 13,200,000 outstanding depositary shares. For the 4.55% Non-Cumulative Preferred Shares, Series G, the Board declared $0.284375 per depositary share, totaling $5,687,500 across 20,000,000 outstanding depositary shares.
All dividends are payable on December 31, 2025 to holders of record as of December 15, 2025, and will be paid out of lawfully available funds under Bermuda law, unless determined otherwise by the Board or the Executive Committee on or prior to the effective date. Each depositary share represents a 1/1,000th interest in a preferred share with a $25,000 liquidation preference per share (equivalent to $25.00 per depositary share).
Arch Capital Group Ltd. (ACGL) reported that its wholly owned subsidiary, Arch Reinsurance Ltd., entered into Amendment No. 5 to its Letter of Credit Facility with Lloyds Bank Corporate Markets plc. The amended agreement maintains a $700 million facility for letters of credit and extends the Availability Period from May 31, 2025 to May 31, 2026, supporting a request to extend letters of credit for the 2026 underwriting year of account.
The filing also notes the name change of Apollo No. 14 Limited to Portico Corporate Member Ltd. effective November 5, 2024. ACGL identified this as a direct financial obligation or off‑balance sheet arrangement under Item 2.03. The counterparty remains Lloyds as Administrative Agent and L/C Agent.
Arch Capital Group Ltd. filed a Form 8-K announcing it issued an earnings press release and made available a financial supplement for the quarter ended September 30, 2025. The materials are included as Exhibit 99.1 (press release) and Exhibit 99.2 (2025 Third Quarter Financial Supplement) and are incorporated by reference.
The company stated these materials are furnished and not deemed “filed” under the Exchange Act.
Arch Capital Group Ltd. expanded its existing share repurchase authorization by $2.0 billion on September 4, 2025. After this increase and share repurchases completed during the third quarter of 2025, the company reports that approximately $2.3 billion of capacity remains available under its buyback program as of that date. Repurchases may occur from time to time in open-market or privately negotiated transactions, and the timing and size of any purchases will depend on factors such as market conditions and corporate and regulatory considerations.