Arch Capital Group Ltd. (ACGL) reported third-quarter 2026 net income available to common shareholders of $1.025 billion, or $3.00 per diluted share, compared with $1.340 billion, or $3.56 per diluted share, a year earlier.
Net premiums earned declined 6.3% to $4.014 billion. The company repurchased $1.4 billion of shares during the quarter and reported book value per common share of $67.90 at September 30, 2026.
- Gross premiums written were $5.391 billion, down 0.4% year over year.
- Underwriting income was $702 million, compared with $871 million in the prior-year quarter.
- Combined ratio was 82.5%, versus 79.8% a year earlier.
- Pre-tax current accident-year catastrophic losses totaled $234 million.
- Net investment income increased to $451 million from $408 million.
$ACGLN Hedge Fund Activity
We have seen 1 institutional investors add shares of $ACGLN stock to their portfolio, and 2 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST COMMAND ADVISORY SERVICES, INC. added 1,357 shares (+226.9%) to their portfolio in Q2 2026, for an estimated $22,119
- GAMMA INVESTING LLC removed 1,076 shares (-27.6%) from their portfolio in Q3 2026, for an estimated $16,398
- PNC FINANCIAL SERVICES GROUP, INC. removed 18 shares (-1.0%) from their portfolio in Q2 2026, for an estimated $293
- IAT REINSURANCE CO LTD. added 0 shares (+0.0%) to their portfolio in Q2 2026, for an estimated $0
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
