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Arch Capital Group ACGL Casualty — Unpaid losses and loss adjustment expenses recoverable

Other product segments

Specialty
$1.39B+38.9%
Property catastrophe
$911M+16.3%
Marine and aviation
$549M+18.8%
Property excluding property catastrophe
$362M+30.2%

Similar metrics at other companies

RLI logo
RLICasualty — Reinsurance Recoverable For Unpaid Claims And Claims Adjustments
$276.29M-2.6%
SiriusPoint logo
SPNTCasualty — Loss and loss adjustment expenses recoverable, net
$565.2M+9.5%
ASI
ASICCasualty — Total reinsurance recoverable on unpaid losses and allocated loss adjustment expenses
$110.68M
Greenlight Capital RE, Ltd. logo
GLRECasualty — Reinsurance recoverable on unpaid claims
42,393,000,000%+34,401,900,000pp
Global Indemnity Group, LLC
 logo
GBLICasualty Insurance — Reinsurance Recoverable For Unpaid Claims And Claims Adjustments
$33.35M+2.8%
Kinsale Capital Group logo
KNSLCasualty - occurrence — Reinsurance recoverable for unpaid losses
$246.89M+21.3%

Other financials

Income statement

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Revenue$4.5B-3.3%
Net income$1.0B+82.4%
EPS (diluted)$2.88+94.6%

Balance sheet

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Cash & equivalents$1.8B-10.3%
Total debt$2.4B0.0%
Total equity$24.2B+12.3%
Total assets$81.4B+8.3%

Cash flow

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Operating cash flow$1.2B-18.5%
CapEx$8.0M-11.1%
Free cash flow$1.2B-18.6%

Valuation

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Market cap$33.91B+5.5%
Enterprise value$34.53B+5.2%
P/E-1.6×
P/S1.7×0.0×

Profitability

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Net margin24.6%+3.9pp
FCF margin29.6%-6.3pp

Returns & leverage

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Return on equity21.3%+2.9pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by Arch Capital Group in its filing.

Tagged under the XBRL concept us-gaap:ReinsuranceRecoverableForUnpaidClaimsAndClaimsAdjustments.

The official record: Arch Capital Group’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Arch Capital Group's casualty — unpaid losses and loss adjustment expenses recoverable?
Arch Capital Group (ACGL) reported casualty — unpaid losses and loss adjustment expenses recoverable of $861M in Q4 2025.
How has Arch Capital Group's casualty — unpaid losses and loss adjustment expenses recoverable changed year-over-year?
Arch Capital Group's casualty — unpaid losses and loss adjustment expenses recoverable increased by 20.4% year-over-year, from $715M to $861M.
What does casualty — unpaid losses and loss adjustment expenses recoverable mean?
Represents the portion of unpaid losses and loss adjustment expenses that the company expects to recover from reinsurers for the casualty segment. This metric highlights the company's reliance on reinsurance partners to mitigate risk exposure.