InvestorLens

ACGL — ARCH CAPITAL GROUP LTD - US

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ACGL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 4 buying vs 0 selling last quarter
72
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their ACGL position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Expansion regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Ray Dalio, …)
  • +4 tracked investors reported holding ACGL at their latest filing
  • +Macro Health is 56/100 in a Expansion regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/19/2026.

About ARCH CAPITAL GROUP LTD - US (ACGL)

ARCH CAPITAL GROUP LTD - US (ACGL) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $168M. Across recent filings, tracked investors recorded 7 new positions, 14 increased, 5 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ACGL

72
/100
Institutional Accumulation
Added / Increased21
Reduced5
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track ACGL

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ACGL Ownership Composition

How ARCH CAPITAL GROUP LTD - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
66% of tracked value
Institutions
4
tracked investors
Total Reported
$94.1M
combined 13F value
Types2
  • Multi-Strategy / Quant65.7%
  • Macro34.3%
Multi-Strategy / Quant(2)
65.7%
Macro(2)
34.3%

Tracked investors currently reporting ACGL

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    311.4K
    Value
    $30.2M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    325.4K
    Value
    $31.6M
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    223.9K
    Value
    $21.7M
    % Portfolio
    0.09%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    108.6K
    Value
    $10.5M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold ACGL?
4 tracked institutional investors disclosed a position in ACGL (ARCH CAPITAL GROUP LTD - US) in their most recent 13F filing.
Who is the largest institutional holder of ACGL?
Izzy Englander, Millennium Management, holds the largest disclosed position in ACGL, valued at $168M.
Did institutional ownership of ACGL increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 14 increased, 5 reduced, and 3 fully exited ACGL.
Where does this ACGL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ACGL (ARCH CAPITAL GROUP LTD - US) — Institutional Holders — InvestorLens