Skip to content

Arch Capital Group ACGL Third party occurrence business — Year Four

Other product segments

Property catastrophe
138.8%-35.1%
Marine and aviation
15%+8.7%
Casualty
12.1%+1.7%
Property excluding property catastrophe
7.3%+7.4%
Specialty
6.7%+4.7%

Similar metrics at other companies

Greenlight Capital RE, Ltd. logo
GLREProperty — Year 4
3.8%+0.3pp
Axis Capital Holders logo
AXSInsurance — Year 4
14.8%
Greenlight Capital RE, Ltd. logo
GLREFinancial — Year 4
36%+7.2pp
The Hartford Financial Services Group logo
HIGProperty Insurance — 4th Year
5%+1.1pp
The Hartford Financial Services Group logo
HIGPackage Business — 4th Year
9.3%0.0pp
CNA Financial logo
CNAGeneral Liability — Year 4
16.6%-0.2pp

Other financials

Income statement

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

Balance sheet

See full
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

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

Valuation

See full
Market cap$34.08B0.0%
Enterprise value$34.7B-0.2%
P/E-2.1×
P/S1.7×-0.1×

Profitability

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

Returns & leverage

See full
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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearFour.

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

Ask your AI about Arch Capital Group's third party occurrence business — year four.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Arch Capital Group's third party occurrence business — year four?
Arch Capital Group (ACGL) reported third party occurrence business — year four of 13.4% in Q4 2025.
How has Arch Capital Group's third party occurrence business — year four changed year-over-year?
Arch Capital Group's third party occurrence business — year four increased by 1.5% year-over-year, from 13.2% to 13.4%.
What does third party occurrence business — year four mean?
This metric measures the loss development or claim activity observed during the fourth year following the inception of the underwriting period for the third-party occurrence business. It provides a view of the long-term tail risk associated with the segment. It is used to finalize reserve estimates for older underwriting years.