Arch Capital Group Ltd. filings document the regulatory record of a Bermuda-based insurance, reinsurance and mortgage insurance holding company. Its Form 8-K reports include quarterly earnings releases, financial supplements, share repurchase authorizations, preferred share dividend declarations, director-related governance events and annual meeting voting results.
Proxy materials describe board elections, executive compensation, shareholder voting matters and governance practices. The company’s securities disclosures identify NASDAQ-listed common shares under ACGL and depositary shares representing interests in Series F and Series G preferred shares under ACGLO and ACGLN, linking capital-structure reporting with recurring governance and operating disclosures.
Arch Capital Group Ltd. (ACGL) posted solid topline growth in Q2-25 but earnings softened. Net premiums earned rose 22% YoY to $4.34 bn, driving total revenue up 23% to $5.21 bn. Premium expansion was broad-based across insurance, reinsurance and mortgage lines, while net investment income added $405 m (+11%).
Profitability contracted. Losses and LAE climbed 26% to $2.30 bn and other operating costs outpaced revenue growth, producing net income attributable to Arch of $1.24 bn, down 3% YoY. Basic EPS slipped to $3.30 from $3.38 and six-month EPS fell 25% to $4.81. Foreign-exchange losses of $88 m (vs. a $1 m gain last year) also weighed on results.
Balance sheet strength improved. Assets increased 11% since YE-24 to $78.8 bn and shareholders’ equity rose 11% to $23.0 bn, aided by $582 m of AFS portfolio mark-ups. Book value per share (undiluted) approximates $61.7. The combined portfolio totals $44.3 bn in investments, with fixed maturities still dominant (≈69%). Operating cash flow remained strong at $2.58 bn, despite a 16% decline YoY.
Capital management & M&A. Arch repurchased $392 m of common shares YTD (avg. cost ≈$63) and, per subsequent-event disclosure, continues to buy back stock under its authorized program. Integration of the $450 m Allianz U.S. MidCorp & Entertainment acquisition (closed Aug-24) is complete; final purchase accounting recorded $276 m of goodwill and $565 m of amortizable intangibles.