13FPulse
AC

ACGL Arch Capital Group Ltd.

2026Q2 · CUSIP G0450A105 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
889
Institutions that reported holding it to the SEC
Net decrease in holders
21
Last quarter 910 → now 889
How unusual is that
Bottom 20%
Stronger than only 6% of US stocks
What the filings say, in one paragraph

889 funds held ACGL at the end of 2026Q2, down 21 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $19.2B(YoY +0.4%), return on equity is 19.5%. ACGL has had 21 buying rushes in its history. It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=226 2013Q4: holders=233 2014Q1: holders=241 2014Q2: holders=236 2014Q3: holders=232 2014Q4: holders=247 2015Q1: holders=247 2015Q2: holders=239 2015Q3: holders=254 2015Q4: holders=290 2016Q1: holders=274 2016Q2: holders=287 2016Q3: holders=279 2016Q4: holders=313 2017Q1: holders=293 2017Q2: holders=310 2017Q3: holders=282 2017Q4: holders=305 2018Q1: holders=332 2018Q2: holders=310 2018Q3: holders=319 2018Q4: holders=307 2019Q1: holders=329 2019Q2: holders=359 2019Q3: holders=383 2019Q4: holders=405 2020Q1: holders=405 2020Q2: holders=369 2020Q3: holders=368 2020Q4: holders=383 2021Q1: holders=410 2021Q2: holders=393 2021Q3: holders=415 2021Q4: holders=453 2022Q1: holders=502 2022Q2: holders=491 2022Q3: holders=479 2022Q4: holders=571 2023Q1: holders=618 2023Q2: holders=665 2023Q3: holders=683 2023Q4: holders=761 2024Q1: holders=795 2024Q2: holders=801 2024Q3: holders=843 2024Q4: holders=844 2025Q1: holders=843 2025Q2: holders=851 2025Q3: holders=839 2025Q4: holders=919 2026Q1: holders=910 2026Q2: holders=889 -92 -46 +0 +46 +92 203584965 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 10%
2024Q3 Top 10%
2024Q1 Top 10%
2023Q4 Top 10%
2023Q3 Top 10%
2023Q2 Top 5%
2023Q1 Top 5%
2022Q4 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
308
Change in large funds
+19
Total value they hold
$31.4B
Funds buying for the first time
107
Funds that sold out entirely
128
Price change that quarter
Funds holding puts (bearish)
9
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$12.77
EPS YoY
+31.9%
Revenue (TTM)
$19.2B
Revenue YoY
+0.4%
Net margin
24.4%
ROE
19.5%
Debt ratio
71.8%
FCF (TTM)
$6.1B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.98 2021-12-31: EPS 1.57 2022-03-31: EPS 0.48 2022-06-30: EPS 1.04 2022-09-30: EPS 0.02 2022-12-31: EPS 2.26 2023-03-31: EPS 1.87 2023-06-30: EPS 1.75 2023-09-30: EPS 1.88 2023-12-31: EPS 6.12 2024-03-31: EPS 2.92 2024-06-30: EPS 3.30 2024-09-30: EPS 2.56 2024-12-31: EPS 2.41 2025-03-31: EPS 1.48 2025-06-30: EPS 3.23 2025-09-30: EPS 3.56 2025-12-31: EPS 3.33 2026-03-31: EPS 2.88 2026-06-30: EPS 3.00 0B 2.6B 5.2B $B 0.00 3.37 6.73 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
0K1.1B2.2B 20162017201820192020202120222023202420252026
Latest quarter $1.2B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.