ACGL ARCH CAPITAL GROUP LTD. Insider Trading

Director Houston Daniel Joseph purchases over 5,300 shares of ACGL via open market, more than doubling his stake.

Director Houston Daniel Joseph executed a substantial open-market purchase of ACGL shares, effectively doubling his holdings in a single transaction. This is noteworthy timing: the stock is trading noticeably below its recent highs after a modest pullback, suggesting the director sees value at current levels rather than buying into momentum. ACGL itself is a fundamentally solid business—profitable with robust revenue growth and a reasonable valuation multiple—which provides a credible backdrop for conviction buying. The magnitude of this purchase (adding shares equivalent to his existing stake) signals meaningful confidence in near-term prospects, though the lack of clustering with other insiders limits conclusions about broader company conviction.

ACGL: Gansberg (President) sold 5,907 shares at $96.37; stock now $94.22, off -7.6% from 52-week high.

Gansberg sold 5,907 shares on 2026-03-10 at $96.37, reducing holdings from 342,466 to 336,559 shares (-1.7%). The stock has declined 3.7% over the last 30 days and is currently trading at $94.22, -7.6% from its 52-week high of $101.98. His cross-ticker track record shows an average 90-day return of -2.9% following his sells, with a 50.00% well-timed rate—approximately half of his prior sales preceded declines. At ACGL specifically, his prior two sells showed mixed timing: one posted +2.1% over 90 days, the other -7.9%, for a 50% success rate at this ticker. Fundamentals remain solid with a P/E of 8.01, annual revenue growth of +14.3%, and net income of $1,350,000,000.00; however, the recent price weakness and his prior sell patterns offer no clear directional signal on near-term performance.

ACGL CEO Papadopoulo sells 21,930 shares at $96.31; currently -7.6% from 52-week high, 50% well-timed rate on cross-ticker history

CEO Papadopoulo sold 21,930 shares at $96.31 on 2026-03-10, reducing holdings by -2.5% to 871,594 shares. The sale occurred at a price $2.09 above the current market price of $94.22 and represents a reduction in personal exposure to the company. His cross-ticker track record across 4 prior open-market sales shows a 90-day well-timed rate of 50.00%, with an average 90-day return of +2.2% after those sales. At ACGL specifically, his prior 4 trades show mixed timing (2 of 4 were well-timed at the 90-day mark), including a March 2024 sale that yielded +13.9% over 90 days. The company's fundamentals remain solid with a P/E of 8.01 and annual revenue growth of +14.3%.

ACGL President Rajeh Maamoun sold 47,430 shares for $4,558,857.77 on 2026-02-11; retains 433,589 shares.

Rajeh Maamoun sold 47,430 shares of ACGL at $96.12, reducing his holdings from 481,019 to 433,589 shares (a net change of -9.9%). At the current price of $98.38, the stock has appreciated 2.26 points (+2.4%) since the sale, continuing its positive momentum (30-day change: +7.8%; 90-day change: +6.3%). Examined against his same-ticker history at ACGL, 1 of his 5 prior sells were well-timed at the 90-day mark, and his cross-ticker track record shows a 90-day well-timed rate of 20.00%, suggesting limited pattern of foresight in timing exits. ACGL's fundamentals remain strong—annual revenue growth of +27.9%, net income of $1,350,000,000.00, and a P/E of 8.71—positioning the stock within reasonable valuation range despite the sale.

Director Pasquesi sold 212.7K shares at blended $93.91 for $20.0M, reducing stake 42.3%

John M Pasquesi, a director of Arch Capital Group, executed three separate sales totaling 212,666 shares for $19,970,730.82 on 2025-12-12 and 2025-12-15, at prices between $93.81 and $94.17. This represents a significant reduction of 42.3% from his pre-transaction holdings of 502,222 shares, leaving him with 289,556 shares post-sale. Pasquesi's prior trades at ACGL show a pattern of well-timed selling: both previous sales (on 2025-05-13 and 2025-05-12) resulted in negative 90-day returns of -3.0% and -5.1% respectively, indicating the stock declined after those sales. His cross-ticker track record (2 prior sales across all tickers) shows a 100.00% well-timed rate at the 90-day mark, with an average 90-day return of -5.3%. The current stock price of $95.58 is at -1.4% from the 52-week high and has appreciated +3.3% over 30 days and +9.4% over 90 days since the transaction. The company's fundamentals remain solid with P/E of 8.46, annual revenue growth of +27.9%, and latest quarterly net income of $1,350,000,000.00. The large concentrated sale by a board-level insider at valuations near 52-week highs, combined with his demonstrated pattern of well-timed exits at this ticker, warrants attention but does not contradict the company's strong operational trajectory.

CFO Morin Francois sells 8,000 ACGL shares at $94.62; retains 266,681 shares post-sale.

Morin Francois, EVP and CFO of Arch Capital Group, sold 8,000 shares at $94.62 on 2025-11-28, reducing his holdings by 2.9%. The sale occurred near the 52-week high ($100.74), with the stock currently trading at $92.69 and down 8.0% from its peak. His cross-ticker track record shows mixed timing outcomes—4 prior sells with a 90-day well-timed rate of 50.00%—while his ACGL-specific history is similarly split, with 2 of 4 prior sells proving well-timed at the 90-day horizon. The sale is modest in size relative to his 266,681 remaining shares, suggesting a measured adjustment rather than a signal of significant conviction change. Against the company's strong fundamentals (revenue $5.1B with +27.9% annual growth, net income $1.4B, P/E 8.20), the transaction appears routine and warrants standard monitoring rather than immediate concern.

ACGL president Rajeh Maamoun sold 10,000 shares at $94.15; stock now $91.88, -20.0% from 52-week high.

Rajeh Maamoun, president of Arch Capital Group, sold 10,000 shares at $94.15 on 2025-08-22, reducing his holdings from 443.6K to 433.6K shares. The transaction occurred while ACGL trades 20.0% below its 52-week high of $114.86 and carries a valuation of P/E 9.19 on strong fundamentals (FY revenue growth of +27.9%, net income $1.2B). Examining his same-ticker history at ACGL, his prior 4 sales (2024 and 2023) showed a 0% well-timed rate at the 90-day mark—all resulted in positive post-sale returns, meaning the stock rose after each sale. His cross-ticker track record is also unfavorable for timing: 4 prior sells with an average 90-day return of +5.4% and a well-timed rate of 0.00%, indicating consistent post-sale stock appreciation across his portfolio history. This current sale occurs in a context where the company demonstrates strong operational performance, and the insider's historical pattern suggests limited predictive accuracy on downsides.

ACGL CFO Morin Francois sells 12,630 shares at $94.58; stock now 18% below 52-week high

Morin Francois, EVP and CFO of Arch Capital Group, executed an open-market sale of 12,630 shares at $94.58 on 2025-05-16, reducing his holdings by 4.4% to 274,681 shares and raising $1,194,575.71. The sale occurs while ACGL trades at $94.19, approximately 18.0% below its 52-week high of $114.86, despite strong recent fundamentals: the company reported $4.7B in quarterly revenue with $574.0M net income and 27.9% annual revenue growth, valuing the company at $35.3B with a P/E of 9.37. Historically, Francois's prior three open-market sales at ACGL show mixed timing—only 1 of 3 were well-timed at the 90-day horizon, with two producing gains (8.5% and 9.3% at 30 days) while one declined. The current sale contrasts with the stock's recent upward trend: up 6.2% over 90 days and 1.8% over 30 days, and occurs well below recent peaks, providing a factual data point about executive disposition at depressed valuations relative to 52-week history.

Director Pasquesi sells 99,056 shares at $94.01–$94.72 for $9.3M, reducing stake from 654.3K to 555.2K shares (-15.1%)

John M Pasquesi, a director of Arch Capital Group, executed 2 separate sales totaling 99,056 shares for $9,328,999.85 at prices ranging $94.01–$94.72 on May 12–13, 2025, reducing his post-transaction holdings to 555,222 shares from a prior 654,278 shares. The blended average sale price of $94.18 was above current price of $90.85, though below the 52-week high of $114.86. The magnitude represents a material -15.1% reduction in his stake, occurring as the stock is down 20.9% from its 52-week high and trading near its lower quartile within the 52-week range. Arch Capital's fundamentals show solid execution: $4.7B quarterly revenue, net income of $574.0M, annual revenue growth of +27.9%, and a low P/E of 9.04, suggesting the company is operationally healthy and trading at reasonable valuation multiples. The sale's timing relative to recent price action and the company's strong financial metrics bears monitoring to understand the director's view of forward valuations versus current levels.

ACGL: Subsidiary officer Petrillo sells 16,650 shares (99.5% of holdings) for $1.6M at $94.53 on 2025-05-09

Louis T Petrillo, an officer of an ACGL subsidiary, executed a near-complete liquidation of his position, selling 16,650 shares for a total value of $1,573,944.48, reducing his holdings from 16,736 shares to 86 shares. At the transaction price of $94.53, the stock was -17.6% from its 52-week high of $114.86, suggesting the sale occurred during a period of pullback from peak valuations. Petrillo's cross-ticker track record shows 3 prior sells with a 90-day well-timed rate of 100.00%, though his same-ticker history at ACGL is mixed: his prior 2023 sell at this ticker was well-timed with a -0.6% 90-day return, but his two most recent March 2025 sales remain partially incomplete in their outcome measurement. The company's fundamentals remain solid—$4.7B in quarterly revenue, $574.0M net income, and +27.9% annual revenue growth—with a P/E of 9.42 and market cap of $35.5B, indicating ACGL is a large-cap player without apparent financial distress.