Welcome to our dedicated page for Accelerant Holdings SEC filings (Ticker: ARX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Accelerant Holdings filings document the public-company records of a Cayman Islands issuer whose Class A common shares trade on the New York Stock Exchange under ARX. Current reports furnish operating and financial results, preliminary financial information, earnings presentation materials, material-event disclosures, and capital-structure information for the specialty insurance risk exchange business.
Proxy materials cover annual general meeting procedures, director elections, auditor ratification, shareholder voting mechanics, and proposal and nomination deadlines under the company's governing articles. The filings also identify emerging growth company status and recurring governance disclosures tied to Accelerant's board, shareholder rights, and exchange-listed common shares.
Capital World Investors reported beneficial ownership of 5,152,741 shares of Accelerant Holdings common stock, equal to 4.4% of the 116,757,858 shares believed to be outstanding.
The amendment (Schedule 13G/A) is signed May 13, 2026, and states CWI has sole voting and sole dispositive power over the 5,152,741 shares.
Accelerant Holdings reports Q1 2026 results with total revenues of $273.3 million and a net loss attributable to common shareholders of $5.2 million, or $(0.02) per share, compared with net income of $6.5 million a year earlier.
Revenue rose strongly from $178.0 million, driven by higher ceding commission income, direct commission income, and net earned premiums, while losses and loss adjustment expenses also increased. General and administrative expenses jumped to $123.8 million, including $32.1 million of share-based compensation.
Cash used in operating activities was $21.4 million and cash, cash equivalents and restricted cash declined to $1,536.5 million. The company executed a loss portfolio transfer covering 2022–2023 business and began a share repurchase program, buying back 828,333 Class A shares for $10.9 million in the quarter, with additional repurchases after March 31, 2026. A subsequent partial sale of a TPA investment is expected to generate $51.6 million of cash and a $54.5 million gain in Q2 2026.
Accelerant Holdings reported strong first quarter 2026 growth while remaining GAAP-loss making. Exchange Written Premium reached $1.14 billion, up 16% year over year, and Operating Revenues rose 57% to $273.2 million.
Adjusted EBITDA increased 70% to $66.1 million, with a 24% margin, and adjusted net income grew 118% to $37.7 million, or $0.17 per diluted share, even as GAAP net results showed a $4.1 million loss. The gross loss ratio improved slightly to 52.1% from 53.3%, reflecting stable underwriting performance.
The company highlighted rapid expansion of its fee-based, capital-light model: fee-based Adjusted EBITDA reached $60 million, up 112% year over year, and third-party direct written premium rose to 41% of Exchange Written Premium versus 19% a year earlier. Accelerant repurchased 828,333 Class A shares for $11 million.
For 2026, management expects Exchange Written Premium of at least $5.2 billion and Adjusted EBITDA of at least $285 million. Second quarter 2026 guidance includes Exchange Written Premium of $1.27–$1.32 billion, third-party direct written premium of $580–$620 million, and Adjusted EBITDA of $60–$66 million.
Accelerant Holdings reported the results of its 2026 annual general meeting of shareholders. As of the March 13, 2026 record date, there were 222,160,004 common shares outstanding, split between 116,757,858 Class A shares with one vote each and 105,402,146 Class B shares with ten votes each, for 1,170,779,318 eligible votes.
Shareholders representing 1,116,514,489 votes, or 95.4% of the voting power, were present or represented by proxy. All three Class I director nominees—Karen Meriwether, Simon Wainwright, and David Talach—were elected, each receiving over 1,070,000,000 votes “for.”
Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,116,134,858 votes “for,” 284,931 “against,” and 94,700 abstentions. No other matters were submitted for a vote.
Accelerant Holdings General Counsel Clifford Robert Jenks filed an initial ownership report showing direct holdings of 85,763 Class A Common Shares. A related footnote explains this position reflects Restricted Stock Units granted on March 18, 2026 before he became an officer.
The RSUs are scheduled to vest with 25% on the one-year anniversary of the grant date and 6.25% on the first day of each of the following twelve calendar quarters, creating a multi-year, time-based vesting schedule tied to continued service.
Accelerant Holdings filed an initial ownership report showing that Chief Financial Officer Linda Huber directly holds 214,408 Class A Common Shares of the company following the reported entry. The filing also notes an award of Restricted Stock Units granted on March 18, 2026, before her appointment as an officer.
These RSUs are scheduled to vest 25% on the one-year anniversary of the grant date and 6.25% on the first day of each of the twelve calendar quarters after that anniversary, indicating a multi-year, time-based equity compensation structure.
Accelerant Holdings is asking shareholders to vote on board and audit matters at its 2026 annual meeting. The hybrid meeting is scheduled for May 12, 2026 in London and via webcast, with a record date of March 13, 2026. Shareholders will vote on electing three Class I directors to terms ending at the 2029 meeting and on ratifying PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026.
Accelerant, an emerging growth and NYSE “controlled company,” details its staggered board, committee structure, director independence, and related-party dealings. The proxy also outlines substantial 2025 compensation and IPO-related equity awards for senior executives, along with change-in-control and severance protections.
Accelerant Holdings Chief Financial Officer Michael Green Jay reported an open-market sale of 50,000 Class A common shares on March 23, 2026. The shares were sold at a weighted average price of $12.7657 per share, in multiple trades between $12.23 and $13.13.
After this transaction, he directly holds 1,175,589 Class A common shares. The filing notes the sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025, indicating the trades were scheduled in advance.
RADKE JEFFREY L reported acquisition or exercise transactions in this Form 4 filing.
Accelerant Holdings reported that Co‑Founder and CEO Jeffrey L. Radke received an award of 300,171 restricted stock units (RSUs) representing Class A Common Shares on March 18, 2026 at no cash cost. Following this grant, he directly holds 333,652 Class A shares.
The RSUs are scheduled to vest as to 25% on the one‑year anniversary of the grant date and 6.25% on the first day of each of the next twelve calendar quarters, creating a multi‑year retention schedule. Additional Class A shares are held indirectly through Badly Bent LLC and a trust for his spouse, and Radke disclaims beneficial ownership of those indirect holdings except for his pecuniary interest.