Every material Form 8-K Arch Capital has filed with the SEC since November 04, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arch Capital Group increased its existing share repurchase authorization by $3.0 billion, leaving about $3.6 billion available as of November 5, 2026. The board also declared quarterly dividends on its Series F and Series G non-cumulative preferred shares, payable December 31, 2026, to holders of record as of December 15, 2026.
Share repurchase authorization increased by $3.0 billion; about $3.6 billion available as of November 5, 2026
Series F preferred dividend of $0.340625 per share, totaling $4,496,250, for the period 9/30/26 to 12/30/26
Series G preferred dividend of $0.284375 per share, totaling $5,687,500, for the same period
All dividends payable December 31, 2026 to holders of record as of December 15, 2026
Arch Insurance North America, part of Arch Capital Group, agreed on October 30, 2026 to acquire Premier Dealer Holding Corp., a Dublin, Ohio provider of automotive finance and insurance products. The filing does not disclose the purchase price, and the deal is expected to close by the end of 2026 subject to regulatory approvals and other customary conditions.
Agreement announced October 30, 2026 by Arch Insurance North America to acquire Premier Dealer Holding Corp. and its subsidiaries, including Premier Dealer Services (PDS)
Target is a Dublin, Ohio-based provider of automotive Finance and Insurance (F&I) products and services
Transaction expected to close by the end of 2026, subject to regulatory approvals and other customary closing conditions
After closing, PDS is expected to operate as a standalone business within Arch Insurance's Consumer Division; the filing gives no purchase price
Arch Reinsurance Ltd., a subsidiary of Arch Capital Group, signed Amendment No. 6 to its letter of credit facility with Lloyds Bank Corporate Markets on October 28, 2026. The amended facility provides for $700 million for letters of credit, extends the availability period to May 31, 2027, and raises the maximum incremental commitment to $200 million from $50 million. The filing describes a financing arrangement that adjusts borrowing capacity for the company's insurance operations, and it does not report any change to earnings or guidance.
Facility provides for $700 million for letters of credit under the amended agreement.
Availability period end date extended from May 31, 2026 to May 31, 2027.
Maximum incremental commitment increased from $50 million to $200 million.
Amendment also extends letters of credit for the 2027 underwriting year of account.
Arch Capital Group said director Moira Kilcoyne resigned from its Board of Directors effective immediately, with the resignation dated October 26, 2026. The company said the resignation was not due to any disagreement with Arch on its operations, policies, or practices.
Moira Kilcoyne resigned from the Board of Directors on October 26, 2026, effective immediately.
The filing states the resignation was not due to a disagreement with Arch on operations, policies, or practices.
The Board and management thanked Ms. Kilcoyne for her service and her financial services experience.
The 8-K was signed by CFO François Morin and dated October 29, 2026.
Arch Capital Group reported third-quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.3 billion, or $3.56, a year earlier. Operating earnings per share fell to $2.67 from $2.77, and underwriting income dropped 19.4% to $702 million, so profit and underwriting results both declined. The company also repurchased $1.4 billion of its shares during the quarter.
Net income of $1.0 billion, or $3.00 per diluted share, versus $1.3 billion, or $3.56, in the third quarter of 2025; annualized return on average common equity was 18.1%, versus 23.8%
Underwriting income of $702 million, down from $871 million; combined ratio rose to 82.5% from 79.8%
Current accident year catastrophic losses of $234 million, including losses related to the Iran conflict; favorable prior year reserve development of $179 million
Share repurchases of $1.4 billion; book value per common share was $67.90 at September 30, 2026, down 0.2% from June 30, 2026
Arch Capital Group reported second quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.2 billion, or $3.23 per share, a year earlier. Underwriting income fell 19.7% to $657 million and the combined ratio rose to 83.5% from 81.2%, which lowers profit per share and shows weaker underwriting margins for shareholders.
Net income available to common shareholders was $1.0 billion, or $3.00 per diluted share, versus $1.2 billion, or $3.23, in the 2025 second quarter.
After-tax operating income was $893 million, or $2.56 per share, versus $979 million, or $2.58, a year earlier.
Underwriting income was $657 million, down 19.7% from $818 million, and the combined ratio was 83.5% versus 81.2%.
The company repurchased $1.2 billion of shares in the quarter, and book value per common share was $68.04 at June 30, 2026.
Arch Capital Group completed a public offering of $2.0 billion in senior unsecured notes, split into $600 million due 2036 at 5.250% and $1.4 billion due 2056 at 5.950%. The notes add to the company's debt load, with interest paid semi-annually and the notes ranking behind obligations of its subsidiaries.
$600 million of 5.250% senior notes due June 15, 2036, and $1.4 billion of 5.950% senior notes due June 15, 2056
Interest is payable semi-annually on June 15 and December 15, starting December 15, 2026
Notes are effectively subordinated to obligations of the company's subsidiaries, including insurance and reinsurance policy obligations, and are not guaranteed by them
Notes were issued under a universal shelf registration on Form S-3 and a Third Supplemental Indenture dated June 9, 2026, with The Bank of New York Mellon as trustee
Arch Capital Group said President David Gansberg stepped down effective immediately and is leaving the company; he had overseen the Global Insurance Group. Maamoun Rajeh, who already oversees the Reinsurance and Mortgage segments, takes on the Insurance segment as Arch moves to a single President model, reporting to CEO Nicolas Papadopoulo. The filing discloses no financial results or guidance changes, so the main shareholder impact is the leadership change.
David Gansberg stepped down as President effective immediately; he oversaw the Global Insurance Group.
Maamoun Rajeh, President since November 2024, now oversees the Reinsurance, Mortgage and Insurance segments.
Rajeh continues to report to CEO Nicolas Papadopoulo; his employment agreement dated September 19, 2017 is unchanged and no new equity awards were granted.
The filing reports no financial results or guidance.
Arch Capital Group priced a $2 billion offering of senior notes on June 2, 2026, consisting of $600 million of 5.250% notes due 2036 and $1.4 billion of 5.950% notes due 2056. The company plans to use the net proceeds to retire $500 million of 4.011% notes due 2026 and to fund tender offers for certain 2043 and 2046 notes, with any remainder for general corporate purposes; closing is expected June 9, 2026.
2036 Notes: $600 million aggregate principal at 5.250%, due 2036
2056 Notes: $1.4 billion aggregate principal at 5.950%, due 2056
Proceeds to redeem $500 million of 4.011% senior notes due 2026 and pay tender prices for 5.144% 2043 and 5.031% 2046 notes
Arch Capital Group reported first-quarter 2026 net income available to common shareholders of $1.0 billion, or $2.88 per diluted share, up from $564 million, or $1.48 per share, a year earlier. Underwriting results improved, with the combined ratio falling to 81.7% from 90.1%, although gross and net premiums written and net premiums earned declined. The results release and financial supplement were furnished in this 8-K as Exhibits 99.1 and 99.2.
Net income available to common shareholders was $1.0 billion, or $2.88 per share, versus $564 million, or $1.48 per share, in Q1 2025.
After-tax operating income was $901 million, or $2.50 per share, versus $587 million, or $1.54 per share, a year earlier.
Combined ratio was 81.7%, down from 90.1%; net premiums earned fell 4.8% to $3,986 million.
Share repurchases totaled $783 million in the quarter, and book value per common share was $66.19 at March 31, 2026.
Arch Capital Group reported fourth-quarter 2025 net income available to common shareholders of $1.2 billion, or $3.35 per diluted share, up from $925 million, or $2.42 per share, a year earlier. Underwriting income rose 32.3% to $827 million and the combined ratio improved to 80.6% from 85.0%, while the company repurchased $798 million of shares.
Net income available to common shareholders was $1.2 billion, or $3.35 per share, versus $925 million, or $2.42 per share, in the fourth quarter of 2024.
After-tax operating income available to common shareholders was $1.1 billion, or $2.98 per share, versus $866 million, or $2.26 per share, a year earlier.
Underwriting income was $827 million, up 32.3%, and the combined ratio was 80.6% versus 85.0%.
Share repurchases totaled $798 million, and book value per common share was $65.11 at December 31, 2025, a 4.5% increase from September 30, 2025.
Arch Capital Group director John Vollaro, who has served on the board since 2009 and was formerly the company's CFO, told the company he will not stand for reelection at the 2026 annual shareholder meeting. The company says the decision was not due to any disagreement over operations, policies or practices, and he will serve the rest of his term, which ends May 5, 2026.
Vollaro informed the company of his decision on January 15, 2026; the company announced it on January 22, 2026
He will serve the remainder of his term, which ends on May 5, 2026
Vollaro was Chief Financial Officer, Treasurer and Executive Vice President from 2002 to 2009
Chair John Pasquesi and CEO Nicolas Papadopoulo thanked him for his service
Arch Reinsurance Ltd., a wholly-owned subsidiary of Arch Capital Group, signed Amendment No. 5 to its letter of credit facility with Lloyds Bank Corporate Markets plc on October 29, 2025. The amended agreement provides a $700 million facility for letters of credit and extends the Availability Period to May 31, 2026 from May 31, 2025, along with an extension of letters of credit for the 2026 underwriting year.
Amended facility provides $700 million for letters of credit.
Availability Period end date extended from May 31, 2025 to May 31, 2026.
Letters of credit extended for the 2026 underwriting year of account.
Amendment dated October 29, 2025; filed November 3, 2025.
Arch Capital Group reported third-quarter 2025 net income available to common shareholders of $1.3 billion, or $3.56 per diluted share, up from $1.0 billion, or $2.56 per share, a year earlier. Net premiums earned rose 7.9% to $4,285 million and the combined ratio improved to 79.8% from 86.6%, while gross premiums written fell 0.6%. The company also repurchased shares worth approximately $732 million in the quarter.
Net income per diluted share was $3.56, versus $2.56 in the 2024 third quarter; after-tax operating income per share was $2.77, versus $1.99.
Combined ratio was 79.8%, versus 86.6% a year earlier; current accident year catastrophic losses were $72 million.
Share repurchases totaled approximately $732 million; book value per common share was $62.32 at September 30, 2025.
Gross premiums written were $5,410 million, down 0.6% from $5,440 million.
Arch Capital Group reported second-quarter 2025 net income available to common shareholders of $1.2 billion, or $3.23 per diluted share, down from $1.3 billion, or $3.30 per share, a year earlier. Operating income was $979 million, or $2.58 per share, roughly flat with $2.57 per share in the 2024 quarter, while net premiums earned rose 21.7% and book value per share reached $59.17. The mixed results reflect higher premium volume and underwriting income offset by a weaker combined ratio and lower reported net income.
Net income available to common shareholders was $1.2 billion, or $3.23 per share, vs. $1.3 billion, or $3.30 per share, in the second quarter of 2024.
After-tax operating income was $979 million, or $2.58 per share, vs. $981 million, or $2.57 per share, a year earlier.
Underwriting income rose 7.3% to $818 million, and the combined ratio excluding catastrophic activity and prior year development was 80.9%, up from 76.7%.
Share repurchases totaled approximately $163 million, and book value per common share was $59.17 at June 30, 2025, up 7.3% from March 31, 2025.
Arch Capital Group reported first-quarter 2025 net income available to common shareholders of $564 million, or $1.48 per diluted share, down from $1.1 billion, or $2.92 per share, a year earlier. Results were hit by $547 million in pre-tax catastrophic losses, primarily related to the California wildfires, which pushed underwriting income down 43.3% to $417 million. Shareholders also saw book value per common share rise 3.8% to $55.15.
Net income available to common shareholders was $564 million, or $1.48 per share, versus $1.1 billion, or $2.92 per share, in the first quarter of 2024.
After-tax operating income was $587 million, or $1.54 per share, versus $933 million, or $2.45 per share, a year earlier.
Pre-tax current accident year catastrophic losses were $547 million, primarily related to the California wildfires.
Share repurchases totaled approximately $196 million in the quarter.
Arch Capital reported fourth-quarter 2024 net income available to common shareholders of $925 million, or $2.42 per diluted share, versus $2.3 billion, or $6.12 per share, a year earlier; the prior-year figure included a $1.18 billion deferred tax benefit. Net premiums earned rose 23.9% to $4.1 billion, but underwriting income fell 12.6% to $625 million as the combined ratio rose to 85.0% from 78.9%, driven by Hurricanes Milton and Helene. The company also estimated its share of the California wildfire insured loss at $450 million to $550 million.
Net income available to common shareholders was $925 million ($2.42 per share), versus $2.3 billion ($6.12 per share) in Q4 2023.
After-tax operating income was $866 million ($2.26 per share), versus $945 million ($2.49 per share) a year earlier.
Net premiums earned rose 23.9% to $4.1 billion; underwriting income fell 12.6% to $625 million and the combined ratio was 85.0% versus 78.9%.
Estimated share of California wildfire insured loss is $450 million to $550 million; book value per share was $53.11 at December 31, 2024, after a $5.00 special dividend paid December 4, 2024.
Arch Capital Group Ltd. (ACGL) appointed Alexander Moczarski as a Class III director, effective February 4, 2025, with no committee assignment at this time. The filing describes a board addition rather than a change in financial results, guidance or operations.
Board unanimously approved Alexander Moczarski's appointment on February 4, 2025 as a Class III director.
Mr. Moczarski has not been appointed to any Board committee at this time.
He previously served as Chairman of Marsh McLennan Companies, International, and has over 45 years of global insurance experience.
He will receive the same cash and equity compensation as ACGL's other non-employee directors.
Arch Capital Group declared a special cash dividend of $1.9 billion, or $5.00 per common share, payable December 4, 2024 to holders of record on November 18, 2024. The Board also appointed David Gansberg and Maamoun Rajeh as Presidents of the company, effective immediately, and approved special equity awards for them and CFO Francois Morin.
Special cash dividend of $1.9 billion, or $5.00 per common share, payable December 4, 2024 to holders of record on November 18, 2024.
David Gansberg and Maamoun Rajeh appointed Presidents effective immediately; each will have a base salary of $900,000 and a target bonus of 185% of base salary.
Outperformance Awards with a grant date value of $21 million each for Gansberg and Rajeh and $3 million for CFO Francois Morin, with a grant date of November 19, 2024.
Preferred dividends declared on Series F ($4,496,250) and Series G ($5,687,500), payable December 31, 2024 to holders of record as of December 15, 2024.
Arch Reinsurance Ltd., a subsidiary of Arch Capital Group, amended its letter of credit facility with Lloyds Bank Corporate Markets on October 30, 2024. The facility size rose by $170 million to $700 million, and the full $700 million face amount had been issued under it as of October 31, 2024. The filing describes a financing arrangement for the insurance subsidiary and does not report a change in the parent company's earnings or guidance.
Facility size increased by $170 million, from $530 million to $700 million
Amendment No. 4 dated October 30, 2024, with Lloyds Bank Corporate Markets plc as Administrative Agent and L/C Agent
$700 million face amount of letters of credit had been issued under the facility as of October 31, 2024
Parts of the agreement and certain schedules were omitted under Regulation S-K Item 601(b)(10)
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