{"filings":[{"id":816237,"accession_number":"0000947484-26-000094","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-06-03T12:47:07+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Arch Capital expands Maamoun Rajeh's role to sole President; David Gansberg departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Gansberg steps down as President immediately and is departing the Company.","Maamoun Rajeh adds oversight of Insurance segment to existing Reinsurance and Mortgage responsibilities.","Rajeh, already President since November 2024, continues to report to CEO Nicolas Papadopoulo.","No new equity awards granted to Rajeh in connection with expanded role; employment terms unchanged.","Rajeh joined Arch in 2001 and previously served as CEO of Arch's Global Reinsurance Group."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":814956,"accession_number":"0000947484-26-000090","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-06-03T10:06:06+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Arch Capital prices $2B senior notes offering to refinance near-term debt and tender offers","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M of 5.250% senior notes due 2036 and $1.4B of 5.950% senior notes due 2056 priced.","Net proceeds to redeem $500M of 4.011% Senior Notes due 2026 and fund tender offers for 5.144% notes due 2043 and 5.031% notes due 2046.","Offering expected to close on June 9, 2026, led by Wells Fargo, BofA, J.P. Morgan, and Lloyds Securities.","Remaining proceeds, if any, to be used for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":788357,"accession_number":"0000947484-26-000075","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-06-02T12:55:53+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arch Capital subsidiaries commence cash tender offers for up to $350M of senior notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offer to purchase up to $350M aggregate of 5.144% Senior Notes due 2043 (CUSIP 03938JAA7) and 5.031% Senior Notes due 2046 (CUSIP 03939CAB9).","Early tender premium $50 per $1,000 principal; early tender deadline June 15, 2026; expiration July 1, 2026.","Tender offers conditioned on consummation of a new notes offering (Financing Condition); acceptance priority: 2043 notes first.","Wells Fargo Securities and BofA Securities acting as dealer managers; Global Bondholder Services Corporation as tender/information agent.","No recommendation by company or dealer managers; holders directed to Offer to Purchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99969,"accession_number":"0000947484-26-000063","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Arch Capital annual meeting elects directors, approves compensation; declares preferred dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three Class I directors elected; 87% of shares represented. Advisory vote on exec compensation passed.","Ratification of PwC as auditor for 2026 approved with 292.8M votes for, 18.4M against.","Declared Series F preferred dividend of $0.340625 per depositary share, payable June 30 and Sept 30, 2026.","Declared Series G preferred dividend of $0.284375 per depositary share, same payment dates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99968,"accession_number":"0000947484-26-000051","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q1 net income $1.0B ($2.88 EPS); operating ROE 15.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.0B vs $564M in Q1 2025; diluted EPS $2.88 vs $1.48.","After-tax operating income $901M ($2.50 per share); annualized operating ROE 15.4%.","Combined ratio 81.7% (82.3% ex-cat & prior-year development); prior-year reserve favorable development of $200M.","Share repurchases of $783M during Q1; book value per share $66.19 (+1.7% from Dec 2025).","Gross premiums written $6.4B (flat YoY); net premiums earned $4.0B (-4.8% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":4521000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99967,"accession_number":"0000947484-26-000044","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arch Capital boosts share repurchase authorization by $3.0B; $3.1B now available","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized $3.0B increase in share repurchase program; $3.1B now available for buybacks.","Repurchases may be effected in open market or private transactions depending on market conditions.","Program timing and amount depend on market conditions, corporate and regulatory considerations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116280,"accession_number":"0000947484-26-000019","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arch Capital declares quarterly dividends on Series F and G preferred shares","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Series F (ACGLO) dividend of $0.340625 per depositary share declared, payable March 31, 2026.","Series G (ACGLN) dividend of $0.284375 per depositary share declared, payable March 31, 2026.","Record date for both series is March 15, 2026; total combined dividend ~$10.18 million.","Dividends are payable out of lawfully available funds under Bermuda law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116279,"accession_number":"0000947484-26-000010","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q4 net income $1.2B ($3.35 EPS) vs $925M ($2.42) YoY; combined ratio 80.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.2B ($3.35 diluted EPS) vs $925M ($2.42) in Q4 2024; after-tax operating income $1.1B ($2.98 EPS).","Combined ratio 80.6% improved from 85.0% YoY; ex-cat and prior year development ratio 79.5% vs 79.0%.","Book value per share $65.11, up 4.5% from Sept 30; share repurchases of $798M.","Gross premiums written $4.8B (+1.1% YoY); net premiums earned $4.3B (+2.7%)."],"consensus_eps_estimate":null,"consensus_eps_actual":11.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":19929000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116278,"accession_number":"0000947484-26-000004","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director John Vollaro to not stand for reelection after 24 years with Arch Capital Group","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vollaro will not stand for reelection at the 2026 Annual Meeting; term ends May 5, 2026.","He served as Chief Financial Officer from 2002 to 2009 and as a director since 2009.","Departure is not due to any disagreement with the Company's operations, policies, or practices.","Board Chair John Pasquesi thanked Vollaro for his leadership and contributions to shareholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132741,"accession_number":"0000947484-25-000089","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arch Capital declares quarterly dividends on Series F and G preferred shares","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Series F dividend of $4.5M ($0.340625/depositary share) for period 9/30-12/30/25.","Series G dividend of $5.7M ($0.284375/depositary share) for same period.","Both payable Dec 31, 2025 to holders of record Dec 15, 2025.","Dividends declared out of lawfully available funds under Bermuda law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132740,"accession_number":"0000947484-25-000081","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Arch Capital subsidiary extends $700M letter of credit facility through May 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment extends availability period from May 31, 2025 to May 31, 2026.","Facility size remains $700 million for letters of credit.","Notes name change of Apollo No. 14 Limited to Portico Corporate Member Ltd. effective Nov 5, 2024.","Borrower is Arch Reinsurance Ltd., wholly-owned subsidiary of Arch Capital Group Ltd."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132739,"accession_number":"0000947484-25-000076","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q3 net income $1.3B ($3.56 EPS) vs $1.0B a year ago; book value up 5.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $1.3B, $3.56 diluted EPS, vs $1.0B, $2.56 in Q3 2024.","After-tax operating income $1.0B ($2.77/share) vs $762M ($1.99); operating ROE 18.5%.","Combined ratio improved to 79.8% from 86.6% YoY; ex-cat and prior year dev 80.5% vs 78.3%.","Pre-tax catastrophe losses of $72M; favorable prior year reserve development of $103M.","Share repurchases of ~$732M during quarter; book value per share $62.32 (+5.3% from Q2)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":14995000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149274,"accession_number":"0000947484-25-000071","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arch Capital boosts share repurchase authority by $2.0B, total available ~$2.3B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorization increased by $2.0B on Sept. 4, 2025, bringing total available to ~$2.3B.","Includes recent Q3 2025 repurchases; timing and amount depend on market conditions.","Repurchases may be executed in open market or privately negotiated transactions.","Program depends on corporate and regulatory factors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149273,"accession_number":"0000947484-25-000059","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q2 net income $1.2B ($3.23 EPS); combined ratio 81.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.2B ($3.23 diluted EPS) vs $1.3B ($3.30) year ago; operating income $979M ($2.58).","Combined ratio 81.2% (vs 78.7% a year ago); ex-cats & prior year dev: 80.9% (vs 76.7%).","Gross premiums written $6.2B (+15.1% YoY); net premiums earned $4.3B (+21.7%).","Book value per share $59.17, up 7.3% from Q1; share repurchases $163M.","Pre-tax catastrophe losses $154M; favorable prior year reserve development $139M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":9886000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168300,"accession_number":"0000947484-25-000052","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Arch Capital holds annual meeting, reelects directors; declares preferred dividends","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected four Class III directors (Bunce, Kilcoyne, Moczarski, Papadopoulo) with strong support.","Advisory vote on executive compensation passed with ~84% of votes cast in favor.","Ratification of PwC as auditor approved with ~95% of votes cast.","Shareholder proposal on DEI reporting rejected with ~13% support.","Board declared quarterly dividends on Series F ($0.340625/depositary share) and Series G ($0.284375/depositary share) payable June 30 and Sept 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168299,"accession_number":"0000947484-25-000041","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q1 net income falls to $564M from $1.1B on $547M catastrophe losses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $564M ($1.48/sh) vs $1.1B ($2.92/sh) in Q1 2024.","After-tax operating income $587M ($1.54/sh), down from $933M ($2.45/sh) YoY.","Pre-tax catastrophe losses of $547M, primarily from California wildfires; combined ratio 90.1% (vs 78.8%).","Gross premiums written up 8.9% to $6.5B; book value per share $55.15, +3.8% sequentially.","Share repurchases of ~$196M in Q1; CEO cites more competitive market but expects to stand out."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":4673000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185484,"accession_number":"0000947484-25-000019","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arch Capital declares Q1 2025 dividends on Series F and G preferred shares at $0.3406 and $0.2844 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Series F dividend of $4,496,250 on 13.2M depositary shares at $0.340625 per share.","Series G dividend of $5,687,500 on 20M depositary shares at $0.284375 per share.","Both dividends payable March 31, 2025 to holders of record March 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185481,"accession_number":"0000947484-25-000022","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K/A","filed_at":"2025-02-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arch Capital appoints new director Moczarski to compensation and underwriting committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alexander Moczarski appointed to Compensation and Human Capital Committee effective Feb 27, 2025.","Also appointed to Underwriting Oversight Committee effective same date.","Original board appointment announced Feb 4, 2025; committee assignments now finalized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185483,"accession_number":"0000947484-25-000008","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q4 net income $925M ($2.42 EPS); cat losses $393M; estimates $450-550M from California wildfires","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $925M ($2.42 diluted EPS), down from $2.3B ($6.12) in Q4 2023.","Pre-tax cat losses of $393M from Hurricanes Milton and Helene; combined ratio 85.0% vs 78.9% a year ago.","After-tax operating income $866M ($2.26 per share) vs $945M ($2.49) prior year; operating ROE 16.7%.","CEO estimates California wildfire losses for Arch between $450M and $550M; insured market loss $35-45B.","Book value per share $53.11, down 6.8% from Sept 30 due to $5.00 special dividend paid Dec 4."],"consensus_eps_estimate":null,"consensus_eps_actual":11.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":17440000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185482,"accession_number":"0000947484-25-000004","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Arch Capital appoints Alexander Moczarski, former Marsh McLennan Chairman, to board effective Feb 4, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alexander Moczarski appointed as Class III director effective February 4, 2025.","Mr. Moczarski served as Chairman of Marsh McLennan International with 45+ years of insurance experience.","He held leadership roles at Guy Carpenter, Marsh McLennan, and AIG.","Will receive standard non-employee director compensation (cash and equity).","Board Chair John Pasquesi and CEO Nicolas Papadopoulo cited his global perspective and experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202071,"accession_number":"0000947484-24-000154","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arch Capital renews $1.0B share repurchase authorization, replacing prior program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $1.0B buyback authorization replaces existing program; open market or private transactions allowed.","As of Sept 30, 2024, ~$1.0B remained under prior authorization; no shares repurchased Oct 1–Dec 13.","Program allows repurchases at management’s discretion with no expiration date specified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202070,"accession_number":"0000947484-24-000148","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Arch Capital declares $1.9B special dividend ($5.00/share) and names two Presidents","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $1.9B ($5.00/share) payable Dec 4, 2024 to holders of record Nov 18, 2024.","David Gansberg and Maamoun Rajeh appointed Presidents effective Nov 7, 2024; Gansberg oversees Insurance, Rajeh Mortgage & Reinsurance.","Each President receives $900K base salary, 185% target bonus; special equity awards of $21M each (70% stock options, 30% restricted shares).","CFO Francois Morin receives special equity award of $3M (50% options, 50% restricted shares).","Preferred dividends declared: Series F $0.340625/depositary share, Series G $0.284375/depositary share, payable Dec 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202065,"accession_number":"0000947484-24-000150","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K/A","filed_at":"2024-11-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arch Capital appoints Papadopoulo to exec committee; grants $23M outperformance award","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Nicolas Papadopoulo appointed to Executive Committee of the Board, effective Nov 7, 2024.","Compensation Committee approved special Outperformance Award for new CEO with total grant date value of $23 million.","Award: 70% in premium-priced stock options (exercise price 1.685x closing price, vest 3rd anniversary, 10-year term).","Award: 30% in time-vested restricted shares (vest in 3 equal annual installments, held until 5th anniversary).","CEO must comply with non-competition covenants; net shares held for 2 years post-exercise or 5 years post-vest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202069,"accession_number":"0000947484-24-000135","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Arch Capital subsidiary ups letter-of-credit facility by $170M to $700M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment increased LC facility from $530M to $700M; $700M in LCs outstanding as of Oct 31, 2024.","Availability period extended to May 31, 2025; facility supports Lloyd's Funds at Lloyd's requirements.","Borrower is Arch Reinsurance Ltd.; facility backed by Lloyds Bank, RBC, TD, ANZ, OCBC.","No default triggered; representations and warranties reaffirmed as true."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202068,"accession_number":"0000947484-24-000130","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arch Capital Q3 net income $978M ($2.56 EPS), up 37% YoY; underwriting income down 25% on cat losses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders: $978M ($2.56 diluted EPS) vs $713M ($1.88) in Q3 2023.","After-tax operating income $762M ($1.99/share); annualized operating return on average common equity 14.8%.","Pre-tax catastrophe losses $450M from Hurricane Helene and global events; combined ratio 86.6% (78.3% ex-cat and prior-year dev).","Gross premiums written $5.44B (+20.2% YoY); underwriting income $538M (down 25.4%).","Book value per share $57.00, up 8.1% from June 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":8.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":12892000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202067,"accession_number":"0000947484-24-000126","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Arch Capital revises Q2 2024 financial supplement; Q3 earnings due Oct 30","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Published revised Q2 2024 financial supplement on website with updated insurance segment lines presentation.","Q3 2024 financial supplement and earnings release to be posted after market close on October 30, 2024.","No financial results or guidance provided in this 8-K; revision is procedural."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":31934209208.073814,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202066,"accession_number":"0000947484-24-000123","cik":947484,"company_name":"ARCH CAPITAL GROUP LTD.","ticker":"ACGL","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Arch Capital CEO Marc Grandisson retires; 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Laurie S. 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