Insider and congress filings
Arch Capital Group Ltd. (ACGL)
About Arch Capital Group Ltd.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Chief executive
- Nicolas Alain Emmanuel Papadopoulo
- Employees
- 8,000
- Listed since
- Sep 14, 1995
- Market value
- $33.6B
- Price to earnings
- 7.4
- Earnings per share
- $13.67
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 26, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $2.56 | $2.47 | $4.0B | $4.4B | EPS beatRevenue miss |
| Q1 FY2026reported Apr 28, 2026 | $2.50 | $2.48 | $4.3B | $4.6B | EPS in lineRevenue miss |
| Feb 9, 2026 | $2.98 | $2.59 | $3.6B | $4.2B | EPS beatRevenue miss |
| Q3 FY2025reported Oct 27, 2025 | $2.77 | $2.26 | $5.0B | $4.5B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 29, 2025 | $2.58 | $2.30 | $5.2B | $4.3B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | $1.54 | $1.32 | $4.6B | $4.6B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Mar 24, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Nicolas PapadopouloChief Executive Officer and Class III Director, Arch C | $1.3M | $5.5M | $7.8M | $14.6M |
| Maamoun RajehPresident, Arch Capital | $900K | $2.6M | $4.8M | $8.3M |
| David E. GansbergPresident, Arch Capital | $900K | $2.6M | $4.3M | $7.8M |
| François MorinExecutive Vice President, Chief Financial Officer and | $800K | $1.7M | $3.5M | $5.9M |
| Christine ToddChief Investment Officer, Arch Capital | $800K | $1.3M | $3.2M | $5.4M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $2.9B | 30,220,703 | -3.6% | 8.81% |
| Vanguard Capital Management LLC | $2.2B | 22,221,428 | -1.7% | 6.47% |
| Artisan Partners Limited Partnership | $2.1B | 21,595,895 | -4.7% | 6.29% |
| State Street Corp | $1.6B | 16,251,212 | +0.0% | 4.74% |
| Bamco Inc | $1.5B | 15,872,450 | -5.0% | 4.62% |
| Vanguard Portfolio Management LLC | $1.4B | 14,527,363 | -1.3% | 4.23% |
| WCM Investment Management, LLC | $1.2B | 11,973,574 | -5.0% | 3.49% |
| Geode Capital Management, LLC | $1.0B | 10,507,722 | -0.7% | 3.06% |
| Jpmorgan Chase & Co | $685.6M | 6,991,580 | +3.1% | 2.04% |
| Invesco Ltd. | $480.2M | 4,947,084 | +21.9% | 1.44% |
| Norges Bank | $453.8M | 4,675,717 | +100.0% | 1.36% |
| Arrowstreet Capital, Limited Partnership | $436.2M | 4,493,790 | +135.3% | 1.31% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
17 filings of 346 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Francois MorinCFO and Treasurer | Sold | 11,010 | $99.32 | $1.1M | Aug 18, 2026 | 2d |
| Brian S. PosnerDirector | Sold | 3,000 | $19.66 | $59K | Jun 3, 2026 | 1d |
| Brian S. PosnerDirector | Sold | 2,000 | $17.14 | $34K | May 11, 2026 | 1d |
| Daniel Joseph HoustonDirector | Bought | 5,300 | $94.08 | $499K | Apr 30, 2026 | 4d |
| David GansbergPresident, Arch Capital Group | Sold | 5,907 | $96.37 | $569K | Mar 10, 2026 | 2d |
| Brian S. PosnerDirector | Sold | 3,000 | $17.11 | $51K | Mar 11, 2026 | 1d |
| Nicolas PapadopouloCEO | Sold | 21,930 | $96.31 | $2.1M | Mar 10, 2026 | 2d |
| Maamoun RajehPresident, Arch Capital Group | Sold | 47,430 | $96.12 | $4.6M | Feb 11, 2026 | 2d |
| John M. PasquesiDirector | Sold · 2 lines | 203,866 | $93.90 | $19.1M | Dec 12, 2025 | 4d |
| John M. PasquesiDirector | Sold | 8,800 | $94.17 | $829K | Dec 15, 2025 | 1d |
| Francois MorinEVP and CFO | Sold | 8,000 | $94.62 | $757K | Nov 28, 2025 | 4d |
| Maamoun RajehPresident, Arch Capital Group | Sold | 10,000 | $94.15 | $941K | Aug 22, 2025 | 3d |
| Brian S. PosnerDirector | Bought | 1,000 | $17.34 | $17K | Aug 1, 2025 | 3d |
| Francois MorinEVP and CFO | Sold | 12,630 | $94.58 | $1.2M | May 16, 2025 | 4d |
| John M. PasquesiDirector | Sold | 75,060 | $94.01 | $7.1M | May 12, 2025 | 2d |
| John M. PasquesiDirector | Sold | 23,996 | $94.72 | $2.3M | May 13, 2025 | 1d |
| Louis T. PetrilloOfficer of Subsidiary | Sold | 16,650 | $94.53 | $1.6M | May 9, 2025 | 3d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in ACGL
20 disclosures of 47 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +2.9%S&P +20.2% · vs S&P 500 -17.3% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +9.7%S&P +0.4% · vs S&P 500 +9.3% | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.3%S&P +3.2% · vs S&P 500 -0.9% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.5%S&P +5.8% · vs S&P 500 -3.3% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -0.5%S&P +13.1% · vs S&P 500 -13.6% | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.4%S&P +10.6% · vs S&P 500 -7.2% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.8%S&P +11.6% · vs S&P 500 +0.2% | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.0%S&P +14.9% · vs S&P 500 -7.9% | Sep 29, 2025 | Oct 3, 2025 | 4d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.6%S&P +20.8% · vs S&P 500 -12.2% | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.1%S&P +19.7% · vs S&P 500 -11.6% | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.0%S&P +23.4% · vs S&P 500 -18.4% | Jul 1, 2025 | Aug 7, 2025 | 37d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +1.6%S&P +30.8% · vs S&P 500 -29.2% | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.9%S&P +42.4% · vs S&P 500 -38.5% | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.8%S&P +36.4% · vs S&P 500 -28.6% | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +6.4%S&P +28.3% · vs S&P 500 -21.9% | Feb 25, 2025 | Mar 27, 2025 | 30d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | +7.3%S&P +27.6% · vs S&P 500 -20.3% | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.4%S&P +24.3% · vs S&P 500 -16.0% | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.4%S&P +28.3% · vs S&P 500 -21.9% | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +3.1%S&P +25.7% · vs S&P 500 -22.6% | Jan 22, 2025 | Feb 6, 2025 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -4.9%S&P +27.7% · vs S&P 500 -32.7% | Nov 12, 2024 | Dec 5, 2024 | 23d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Francois MorinCFO and Treasurer | Option exercise | 11,010 | Aug 18, 2026 |
| John M. PasquesiDirector | Gift | 1,006,700 | Jun 11, 2026 |
| Alexander S. MoczarskiDirector | Stock award | 2,071 | May 5, 2026 |
| John M. PasquesiDirector | Stock award | 5,256 | May 5, 2026 |
| John L. Bunce Jr.Director | Stock award | 3,398 | May 5, 2026 |
| Francis EbongDirector | Stock award | 2,071 | May 5, 2026 |
| Laurie GoodmanDirector | Stock award | 2,071 | May 5, 2026 |
| Daniel Joseph HoustonDirector | Stock award | 3,398 | May 5, 2026 |
| Moira A. KilcoyneDirector | Stock award | 3,398 | May 5, 2026 |
| Eileen A. MalleschDirector | Stock award | 2,071 | May 5, 2026 |
| Neal F. TriplettDirector | Stock award | 3,398 | May 5, 2026 |
| Brian S. PosnerDirector | Stock award | 2,071 | May 5, 2026 |
| David GansbergPresident, Arch Capital Group | Option exercise | 10,770 | Mar 10, 2026 |
| Nicolas PapadopouloCEO | Option exercise | 21,930 | Mar 10, 2026 |
| Maamoun RajehPresident, Arch Capital Group | Gift | 40,600 | Mar 4, 2026 |
| Louis T. PetrilloOfficer of Subsidiary | Stock award | 13,220 | Mar 3, 2026 |
| Christine ToddChief Investment Officer | Stock award | 24,524 | Mar 3, 2026 |
| Maamoun RajehPresident, Arch Capital Group | Stock award | 31,318 | Mar 3, 2026 |
| Nicolas PapadopouloCEO | Stock award | 97,561 | Mar 3, 2026 |
| David GansbergPresident, Arch Capital Group | Stock award | 31,318 | Mar 3, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling ACGL?
Across the 17 most recent open-market filings shown here, 2 were purchases and 15 were sales.
Which members of Congress have traded ACGL?
Alan Armstrong, Ro Khanna, Jefferson Shreve, Robert Bresnahan disclosed ACGL transactions in the filings shown here.
Is ACGL in the S&P 500 or the Nasdaq 100?
Arch Capital Group Ltd. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are ACGL trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.