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

Other product segments

Property catastrophe
$911M+16.3%
Casualty
$861M+20.4%
Marine and aviation
$549M+18.8%
Property excluding property catastrophe
$362M+30.2%

Similar metrics at other companies

Hamilton Insurance Group, Ltd. logo
HGInternational - Specialty — Unpaid losses and loss adjustment expenses recoverable
$206.25M-2.2%
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WTMSpecialty — Total Reinsurance recoverables on unpaid losses
$44.4M-13.5%
Greenlight Capital RE, Ltd. logo
GLRESpecialty — Reinsurance recoverable on unpaid claims
15,117,500,000%+12,951,000,000pp
SiriusPoint logo
SPNTOther Specialties — Loss and loss adjustment expenses recoverable, net
$389.4M+22.6%
Radian Group logo
RDNSpecialty Insurance — Reinsurance Recoverable For Unpaid Claims And Claims Adjustments
$272.12M
Hamilton Insurance Group, Ltd. logo
HGBermuda - Specialty — Unpaid losses and loss adjustment expenses recoverable
$81.52M-0.9%

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 specialty — unpaid losses and loss adjustment expenses recoverable?
Arch Capital Group (ACGL) reported specialty — unpaid losses and loss adjustment expenses recoverable of $1.39B in Q4 2025.
How has Arch Capital Group's specialty — unpaid losses and loss adjustment expenses recoverable changed year-over-year?
Arch Capital Group's specialty — unpaid losses and loss adjustment expenses recoverable increased by 38.9% year-over-year, from $998M to $1.39B.
What does specialty — unpaid losses and loss adjustment expenses recoverable mean?
Represents the portion of unpaid losses and loss adjustment expenses that the specialty insurance segment expects to recover from reinsurers. This metric reflects the company's reliance on reinsurance partners to mitigate risk and the credit quality of those reinsurance arrangements.