Latest revenue
$12.1M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.87B
- Enterprise value
- $2.87B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.6%
- 52-wk high
- $31.18
- 52-wk low
- $9.18
- Beta
- —
- Shares out
- 166.2M
5-year trend
What this company does
Item 1. Business Our Vision To become the preeminent specialty insurance marketplace connecting underwriters and risk capital in a transparent and modern way. Company Overview We operate a data-driven risk exchange that connects selected specialty insurance underwriters (the “Sellers” on our platform) with Risk Capital Partners (the “Buyers” on our platform). Our Risk Exchange reduces information asymmetries and operational barriers present in the traditional insurance value chain by leveraging proprietary technology to share actionable high-fidelity data and insights with platform participants. The Accelerant Risk Exchange simplifies the traditional insurance value chain, which is…
AI summary unavailable — showing raw filing excerpt
Generated from ARX's filing dated 2026-03-18
Key risks
Table of Contents Item 1A. Risk Factors Our business faces many risks, and our business, financial condition, results of operations or prospects could be materially and adversely affected by any of these risks or uncertainties, as well as by risks or uncertainties not currently known to us, or that we do not currently believe are material. The disclosure included herein reflect our beliefs and opinions as to factors that could materially and adversely affect the Company and its securities in the future. References to past events are provided by way of example only and are not intended to be a complete listing or a representation as to whether or not such factors have occurred in the past or…
AI summary unavailable — showing raw filing excerpt
Generated from ARX's filing dated 2026-03-18
Leverage
Debt / equity
10.84×
43.0%Long-term debt / equity
0.17×
56.4%Debt / assets
91.6%
3.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $12.1M | -0.8% | — | — | — |
Q4 2025 2025-12-31 | $877.8M | — | — | — | — |
Q3 2025 2025-09-30 | $10.1M | -8.2% | — | — | — |
Q2 2025 2025-06-30 | $12.8M | +47.1% | $8.8M | +563.2% | 68.8% |
Q1 2025 2025-03-31 | $12.2M | — | — | — | — |
Q3 2024 2024-09-30 | $11.0M | — | — | — | — |
Q2 2024 2024-06-30 | $8.7M | — | $-1.9M | — | -21.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Insurance Agents, Brokers & Service · SIC 6411
Your notes
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Insider activity
Insider buying
$1.9M
Insider selling
$244.2M
Net activity
−$242.3M
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ARX
Institutional value
$316.1M
Total shares held
23.4M
Distinct holders
44
-55 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 5.9M | $78.4M | +0 (+0.0%) | No change |
| 2 | Capital World Investors | 5.2M | $68.8M | -614.9K (-10.7%) | Trimmed |
| 3 | BARINGS LLC | 3.1M | $46.1M | +0 (+0.0%) | No change |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $28.2M | — | New |
| 5 | JPMORGAN CHASE & CO | 2.0M | $26.9M | +67.4K (+3.4%) | Added |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $25.9M | — | New |
| 7 | JANE STREET GROUP, LLC | 860.7K | $11.5M | — | New |
| 8 | UBS Group AG | 685.6K | $9.2M | +150.0K (+28.0%) | Added |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 305.2K | $4.1M | +269.5K (+753.2%) | Added |
| 10 | SEVEN GRAND MANAGERS, LLC | 200.0K | $2.7M | +0 (+0.0%) | No change |
| 11 | BlackRock, Inc. | 165.6K | $2.2M | -82.1K (-33.1%) | Trimmed |
| 12 | Militia Capital Management LLC | 150.0K | $2.0M | — | New |
| 13 | Robertson Opportunity Capital, LLC | 135.0K | $1.8M | — | New |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 82.7K | $1.1M | +23.3K (+39.2%) | Added |
| 15 | Swiss National Bank | 77.9K | $1.0M | +0 (+0.0%) | No change |
| 16 | SEI INVESTMENTS CO | 73.9K | $987.8K | +36.0K (+95.1%) | Added |
| 17 | Hudson Bay Capital Management LP | 55.3K | $738.5K | +23.0K (+71.4%) | Added |
| 18 | VANGUARD FIDUCIARY TRUST CO | 48.0K | $640.7K | — | New |
| 19 | Jefferies Financial Group Inc. | 39.2K | $523.4K | -5.8K (-12.9%) | Trimmed |
| 20 | Bank of New York Mellon Corp | 36.6K | $488.4K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ARX's latest filing finishes processing.