Insider and congress filings
Arch Capital Group Ltd. (ACGL)
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About Arch Capital Group Ltd.
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Chief executive
- Nicolas Alain Emmanuel Papadopoulo
- Employees
- 8,000
- Listed since
- Sep 14, 1995
- Market value
- $34.6B
- Price to earnings (12 mo)
- 7.8
- Net income per share, as reported (12 mo)
- $13.67
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 27, 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 |
| Q4 FY2025reported 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 24, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Nicolas PapadopouloChief Executive Officer and Class III Director, Arch Capital | $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 Treasurer, Arch Capital | $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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 | New | 1.36% |
| Arrowstreet Capital, Limited Partnership | $436.2M | 4,493,790 | +135.3% | 1.31% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Open-market insider trades
9 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Francois MorinCFO and Treasurer | Sold | 11,010 | $99.32 | $1.1M | Aug 18, 2026filed Aug 20, 2026 | 2d |
| Brian S. PosnerDirector | Sold | 3,000 | $19.66 | $59K | Jun 3, 2026filed Jun 4, 2026 | 1d |
| Brian S. PosnerDirector | Sold | 2,000 | $17.14 | $34K | May 11, 2026filed May 12, 2026 | 1d |
| Daniel Joseph HoustonDirector | Bought | 5,300 | $94.08 | $499K | Apr 30, 2026filed May 4, 2026 | 2d |
| Nicolas PapadopouloCEO | Sold | 21,930 | $96.31 | $2.1M | Mar 10, 2026filed Mar 12, 2026 | 2d |
| David GansbergPresident, Arch Capital Group | Sold | 5,907 | $96.37 | $569K | Mar 10, 2026filed Mar 12, 2026 | 2d |
| Brian S. PosnerDirector | Sold | 3,000 | $17.11 | $51K | Mar 11, 2026filed Mar 12, 2026 | 1d |
| Maamoun RajehPresident, Arch Capital Group | Sold | 47,430 | $96.12 | $4.6M | Feb 11, 2026filed Feb 13, 2026 | 2d |
| John M. PasquesiDirector | Sold | 8,800 | $94.17 | $829K | Dec 15, 2025filed Dec 16, 2025 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Robert Michael SchmeiserCEO, Arch Global Mortgage Grp. | Other Form 4 entry (see filing) | 47,131 | Sep 3, 2026 |
| Jerome HalganCEO, Arch Glob Reinsurance Grp | Other Form 4 entry (see filing) | 128,021 | Sep 3, 2026 |
| Francois MorinCFO and Treasurer | Option exercise | 11,010 | Aug 18, 2026 |
| John M. PasquesiDirector | Gift | 1,006,700 | Jun 11, 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 |
| Alexander S. MoczarskiDirector | Stock award | 2,071 | May 5, 2026 |
| Brian S. PosnerDirector | Stock award | 2,071 | May 5, 2026 |
| Neal F. TriplettDirector | Stock award | 3,398 | May 5, 2026 |
| Nicolas PapadopouloCEO | Option exercise | 21,930 | Mar 10, 2026 |
| David GansbergPresident, Arch Capital Group | Option exercise | 10,770 | Mar 10, 2026 |
| Maamoun RajehPresident, Arch Capital Group | Gift | 40,600 | Mar 4, 2026 |
| Nicolas PapadopouloCEO | Stock award | 97,561 | Mar 3, 2026 |
| David GansbergPresident, Arch Capital Group | Stock award | 31,318 | Mar 3, 2026 |
| David GansbergPresident, Arch Capital Group | Tax withholding | 12,519 | Mar 4, 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.
Congress trades in ACGL
20 disclosures of 47 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +8.9%S&P 500 +19.8% · -11.0 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +16.1%After the saleS&P 500 +0.1% · +16.0 pts vs S&P 500 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.4%S&P 500 +5.4% · +3.0 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.2%After the saleS&P 500 +2.8% · +5.4 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.7%After the saleS&P 500 +12.2% · -6.5 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +9.4%S&P 500 +10.2% · -0.8 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +18.2%After the saleS&P 500 +11.2% · +7.1 pts vs S&P 500 | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +13.2%S&P 500 +14.5% · -1.3 pts vs S&P 500 | Sep 29, 2025 | Oct 3, 2025 | 4d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.9%S&P 500 +20.4% · -5.5 pts vs S&P 500 | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.1%After the saleS&P 500 +23.0% · -11.9 pts vs S&P 500 | Jul 1, 2025 | Aug 7, 2025 | 37d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +14.4%After the saleS&P 500 +19.3% · -4.9 pts vs S&P 500 | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +7.5%After the saleS&P 500 +30.4% · -22.9 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +9.9%S&P 500 +42.0% · -32.0 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.1%S&P 500 +36.0% · -21.9 pts vs S&P 500 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +12.6%After the saleS&P 500 +27.9% · -15.3 pts vs S&P 500 | Feb 25, 2025 | Mar 27, 2025 | 30d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | +13.6%S&P 500 +27.2% · -13.7 pts vs S&P 500 | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +14.7%After the saleS&P 500 +23.9% · -9.3 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.6%S&P 500 +27.9% · -15.3 pts vs S&P 500 | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +9.1%After the saleS&P 500 +25.3% · -16.2 pts vs S&P 500 | Jan 22, 2025 | Feb 6, 2025 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +0.6%After the saleS&P 500 +27.3% · -26.7 pts vs S&P 500 | Nov 12, 2024 | Dec 5, 2024 | 23d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ACGL, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling ACGL?
Across the 9 most recent open-market filings shown here, 1 was a purchase and 8 were sales.
Which members of Congress have traded ACGL?
Alan Armstrong, Ro Khanna, Jefferson Shreve and 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 Oct 26, 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 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 27 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 Oct 26, 2026.