Financial Performance & Premiums - Arch Capital Group's gross premiums written for the 12 months ending March 31, 2025, totaled $22.0 billion[5] - Insurance segment contributed $9.6 billion, representing 43% of the total gross premiums written[5] - Reinsurance segment accounted for $11.1 billion, which is 51% of the total gross premiums written[5] - Mortgage segment accounted for $1.3 billion, which is 6% of the total gross premiums written[5] - Net income available to Arch common shareholders for the 12 months ending March 31, 2025, was $1.364 billion, with a 173% growth[34] Investment Strategy & Returns - As of March 31, 2025, Arch Capital Group's invested assets totaled $43.1 billion[28] - Fixed maturity investments totaled $29.7 billion[28] - U.S government and government agencies accounted for 26.3% of the fixed maturity portfolio[28] - The company emphasizes a conservative investment portfolio focused on total return[27] Risk Management & Shareholder Value - Arch Capital Group focuses on thorough risk assessment, aligning executive compensation with long-term performance, and dynamic capital allocation to generate superior risk-adjusted returns[8] - Arch Capital Group has 2x the average value creation of the industry and 82% of the average volatility around the industry average[10]
Arch Capital .(ACGL) - 2025 Q1 - Earnings Call Presentation