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What smart money is saying about Arch Capital Group Ltd

ACGL · Financial Services · Insurance - Diversified · Market cap $35.59B

2 funds in our archive have pitched Arch Capital Group Ltd — most recently Artisan International Value Strategy in December 2025.

Company profile

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; collateral protection, debt cancellation, and service contract reimbursement products; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products. It also provides property, energy, marine, and aviation insurance; travel insurance; accident, disability, and medical plan insurance coverages; captive insurance programs; employer's liability; and contract and commercial surety coverages. This segment markets its products through a group of licensed independent retail and wholesale brokers. Its Reinsurance segment provides casualty reinsurance for third party liability and workers' compensation exposures; marine and aviation; surety, accident and health, workers' compensation catastrophe, agriculture, trade credit, and political risk products; reinsurance protection for catastrophic losses, and personal lines and commercial property exposures; life reinsurance; casualty clash; and risk management solutions. This segment markets its reinsurance products through brokers. The company's Mortgage segment offers direct mortgage insurance and mortgage reinsurance. The company was incorporated in 1995 and is based in Pembroke, Bermuda.

Fund coverage · 2 theses

  • Artisan International Value Strategy
    December 2025

    Arch Capital Group is a disciplined P&C and mortgage insurer compounding book value with strong ROE prospects and is undervalued at 1.2x projected 2026 book.

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  • Appalaches Capital
    March 2025

    Arch Capital’s disciplined underwriting and long-term incentive model minimize agency costs—positioning it as a top-tier insurer trading cheaply despite structural tailwinds and standout profitability.

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