Posner Brian S sold $59K of ACGL

Arch Capital Group stock slipped about 3% to US$101.14 after traders digested the latest quarterly earnings. That move comes even though the core insurance engine still produced a Q2 combined ratio of 83.5%, which keeps underwriting firmly in profitable territory for a property and casualty specialist. The real tension for investors now sits beyond this quarter.

Strategic Performance and Market Dynamics Management characterizes the current environment as the early stages of a softening market, driven by an influx of capacity in property and short-tail lines. Insurance segment performance was impacted by catastrophe losses from the Iran conflict, though underlying results remain strong with a 91.6% current accident year ex-cat combined ratio.

Arch Capital Group reported Q2 2026 underwriting income down 19.7% to $657 million, with the consolidated combined ratio at 83.5% as catastrophe losses lifted the loss ratio to 55.1%. Net premiums written fell 6.9% to $4.05 billion. Net income to common shareholders was $1.05 billion, or $3.00 per diluted share. The company repurchased $1.2 billion of shares.

Arch Capital Group reported Q2 net income of $1.047 billion ($3.00 per diluted share), down 14.6% YoY. Underwriting income fell 19.7% to $657 million as the combined ratio rose to 83.5%. The company absorbed $201 million of catastrophe losses and repurchased $1.2 billion of shares. Gross premiums written slipped to $6.13 billion.

ARCH CAPITAL GROUP LTD. (ACGL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 ex-992supplement63026.htm EX-99.2 Document EXHIBIT 99.2 Arch Capital Group Ltd. Waterloo House, Ground Floor 100 Pitts Bay Road Pembroke HM 08 Bermuda Financial Supplement June 30, 2026 The following financial supplement is provided to assist in your understanding of Ar

Arch Capital Group, via its Arch Reinsurance unit, returned to the catastrophe bond market with Ramble Re Ltd. Series 2026-1 to obtain retrocessional reinsurance. The Bermuda SPI plans a single tranche of Class A notes; a $100 million tranche will collateralize a retrocession agreement. The three-year notes use per-occurrence and weighted industry-loss triggers, covering US Northeast named storms and US/Canada earthquake losses. Initial attachment probability is 4.14%, expected loss 3.17%, with