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ACGL

Arch Capital Group Ltd.

Sector: financial servicesInsurance - DiversifiedNASDAQMarket Cap: $35.72B

Arch Capital Group Ltd. is a global insurer and reinsurer with a $35.7B market cap, showing a direct political signal through 10 congressional trades and a holding by former President Donald J. Trump.

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Govt Dependence
5/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat ACGL does

Arch Capital Group Ltd. operates as a global provider of insurance, reinsurance, and mortgage insurance. Its business model generates revenue through underwriting premiums across its diversified risk portfolio and investment income on its capital base. The company's primary sectors include property & casualty insurance, specialty lines, and mortgage guaranty.

12 months past · 3 months futureACGL activity timeline

$110$96$82 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $106.48 hi $84.72 lo $100.33 CONGRESS 30 INSIDERS 0 13F FUNDS 0 BILLS 5 Ro Khanna (D) · Purchase · 2026-05-01Ro Khanna (D) · Purchase · 2026-01-23Ro Khanna (D) · Sale · 2025-11-03Ro Khanna (D) · purchase · 2025-09-29Ro Khanna (D) · Purchase · 2025-09-29 MARKUP · House Financial Services · 2026-09-15MARKUP · House Small Business Subcommittee on Innovation, Entrepreneu · 2026-09-15MARKUP · House Financial Services · 2026-09-16MARKUP · Senate Banking, Housing, and Urban Affairs · 2026-09-17MARKUP · House Financial Services Subcommittee on Financial Instituti · 2026-09-18
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
244 trading days · 5 congressional trades shown · 0 insider buys · 0 13F filings · 0 past bill actions · 5 upcoming markups

Executive Branch ConflictsACGL held by Trump-administration officials

Lifetime Government AwardsACGL federal contracts

ACGL doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Politicians Trading ACGLMembers of Congress with recent ACGL positions

3 politicians traded ACGL across 35 disclosed transactions totaling $378K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just ACGL). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading ACGL

2026-05-01 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-01-23 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-11-03 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-09-29 Ro Khanna D-California · house purchase $1,001 - $15,000
2025-09-29 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-08-04 Ro Khanna D-California · house purchase $1,001 - $15,000
2025-08-04 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-07-01 Ro Khanna D-California · house sale $1,001 - $15,000
2025-07-01 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-07-25 Ro Khanna D-California · house sale $1,001 - $15,000
2025-07-25 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-05-12 Jefferson Shreve R-Indiana · house Sale $15,001 - $50,000
30+ trades on file · most recent 2026-06-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere ACGL sits in Washington

[object Object]

STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income`: $0), no federal contracts (`get_government_precedent.federal_contracts_summary`: null), and no political donations. EVIDENTIARY: Active trading by one congressman (10 trades) and a passive holding by Donald J. Trump (`get_executive_branch_exposure.by_ticker[0].holdings`). Net: Evidentiary signals lack clear directional cluster and are offset by a complete absence of structural political engagement.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Heightened capital and solvency regulation
    State Insurance Departments, Federal Insurance Office (FIO)
    "Inherent to `primary_industry` classification and `regulatory_density_score` of 85."
  • Increased oversight of mortgage insurance underwriting
    Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA)
    "Inferred from `primary_sectors` containing 'mortgage guaranty' and high `regulatory_density_score`."

Regulatory opportunities

  • Potential for federal charter or regulatory modernization
    Federal Insurance Office (FIO), U.S. Department of the Treasury
    "Inferred from `primary_industry` and high `regulatory_density_score` indicating significant regulatory engagement."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
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Frequently AskedAbout ACGL & political exposure

Does Arch Capital Group Ltd. (ACGL) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Arch Capital Group Ltd.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own ACGL stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in ACGL on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded ACGL stock?
89 congressional trades by 7 unique members of Congress, most recently on 2026-05-01. See the Congressional Trading panel for politician-by-politician breakdown.
What is ACGL political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track ACGL political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. ACGL data is updated daily from these official federal sources.