Sei Investments Co. Buys 49,003 Shares of Arch Capital Group Ltd. $ACGL

Sei Investments Co. lifted its position in Arch Capital Group Ltd. (NASDAQ:ACGL) by 3.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,656,775 shares of the insurance provider’s stock after acquiring an additional 49,003 shares during the period. Sei Investments Co. owned approximately 0.46% of Arch Capital Group worth $150,319,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Bridges Investment Management Inc. bought a new position in shares of Arch Capital Group during the third quarter worth $1,413,000. Allianz Asset Management GmbH increased its position in shares of Arch Capital Group by 12.5% in the 3rd quarter. Allianz Asset Management GmbH now owns 192,567 shares of the insurance provider’s stock valued at $17,472,000 after buying an additional 21,323 shares in the last quarter. High Ground Investment Management LLP increased its position in shares of Arch Capital Group by 3.5% in the 3rd quarter. High Ground Investment Management LLP now owns 1,714,668 shares of the insurance provider’s stock valued at $155,572,000 after buying an additional 58,151 shares in the last quarter. WCM Investment Management LLC raised its stake in Arch Capital Group by 1.3% during the 3rd quarter. WCM Investment Management LLC now owns 13,525,402 shares of the insurance provider’s stock worth $1,214,987,000 after buying an additional 171,693 shares during the period. Finally, Cooke & Bieler LP acquired a new stake in Arch Capital Group during the 3rd quarter worth $210,856,000. Institutional investors own 89.07% of the company’s stock.

Analysts Set New Price Targets

ACGL has been the subject of a number of research analyst reports. Cantor Fitzgerald reissued a “neutral” rating and issued a $100.00 target price (up from $97.00) on shares of Arch Capital Group in a research note on Tuesday, February 17th. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and set a $104.00 price target (up from $102.00) on shares of Arch Capital Group in a research report on Thursday, February 12th. Weiss Ratings upgraded Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. JPMorgan Chase & Co. increased their target price on Arch Capital Group from $111.00 to $117.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 7th. Finally, Citigroup restated a “buy” rating and set a $120.00 target price (up from $113.00) on shares of Arch Capital Group in a report on Friday, February 13th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $109.20.

Arch Capital Group Stock Performance

Shares of Arch Capital Group stock opened at $94.22 on Friday. The firm has a market cap of $33.52 billion, a price-to-earnings ratio of 8.11, a price-to-earnings-growth ratio of 3.86 and a beta of 0.40. The stock’s 50-day moving average is $96.21 and its 200-day moving average is $93.00. Arch Capital Group Ltd. has a one year low of $82.44 and a one year high of $103.39. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.53 and a quick ratio of 0.53.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Monday, February 9th. The insurance provider reported $2.98 earnings per share for the quarter, topping the consensus estimate of $2.34 by $0.64. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.The company had revenue of $4.93 billion during the quarter, compared to analysts’ expectations of $3.94 billion. During the same period in the prior year, the firm earned $2.26 earnings per share. Equities analysts predict that Arch Capital Group Ltd. will post 8.42 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Brian S. Posner sold 3,000 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $17.11, for a total transaction of $51,330.00. Following the completion of the transaction, the director owned 2,000 shares in the company, valued at approximately $34,220. This represents a 60.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Maamoun Rajeh sold 47,430 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the sale, the insider directly owned 433,589 shares in the company, valued at $41,676,574.68. This trade represents a 9.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 87,067 shares of company stock worth $8,120,333. 4.20% of the stock is currently owned by insiders.

Arch Capital Group News Summary

Here are the key news stories impacting Arch Capital Group this week:

• Positive Sentiment: Market commentary highlights Arch as a specialty-insurance standout with strong 2025 underwriting, rising investment income from higher rates, and solid profitability — a supportive backdrop for longer-term investors. 3 Insurers to Bring Stability in a Volatile Market (MarketBeat)
• Neutral Sentiment: Arch presented at the RBC Capital Markets Global Financial Institutions conference; investor takeaways depend on management commentary in the transcript (no clear market-moving disclosure reported). RBC Presentation Transcript (Seeking Alpha)
• Neutral Sentiment: Short-interest data in the feed shows zero shares (and NaN changes), which appears to be a reporting glitch and provides no meaningful signal on bearish positioning. No actionable short-interest trend is indicated.
• Negative Sentiment: CEO Nicolas Papadopoulo sold 21,930 shares at an average $96.31 (~$2.11M); he still retains a large holding (871,594 shares). Insider selling can weigh on sentiment even if ownership remains sizable. CEO Form 4 (SEC)
• Negative Sentiment: Insider David Gansberg sold 5,907 shares at ~$96.37 (~$569k), reducing his stake modestly; another insider sell may add pressure to near-term sentiment. Gansberg Form 4 (SEC)
• Negative Sentiment: Director Brian S. Posner reported a 3,000-share sale (reported at $17.11 per share, which appears anomalous given market price) and a large percentage reduction in his holding — flag this as a potential reporting anomaly but note it showed up as a sale. Posner Form 4 (SEC)
• Negative Sentiment: Near-term coverage is highlighting recent weakness: Zacks ran headlines noting ACGL fell more than the broader market and has underperformed since the last earnings report — reinforcing bearish intraday/short-term sentiment. ACGL Fell More Than Broader Market (Zacks) Down Since Earnings (Zacks)

About Arch Capital Group

Arch Capital Group Ltd. (NASDAQ: ACGL) is a Bermuda-based insurance and reinsurance holding company that underwrites a broad range of property and casualty, mortgage, and specialty risk products. The company operates through a group of underwriting subsidiaries and platforms to provide insurance, reinsurance and related risk solutions tailored to commercial, institutional and individual clients.

Arch’s product mix includes treaty and facultative reinsurance, primary casualty and property insurance, mortgage insurance and other specialty lines.