ACCELERANT HOLDINGS CLASS A (ARX)

What ACCELERANT HOLDINGS CLASS A does

Accelerant operates a data-driven specialty insurance marketplace (Risk Exchange) that connects selected specialty insurance underwriters (Members, typically MGAs) with Risk Capital Partners (insurers, reinsurers, and institutional investors). The platform leverages proprietary technology to share high-fidelity data and insights, reducing information asymmetries and operational barriers in the traditional insurance value chain. Members gain access to distribution management, operational resources, actuarial support, and stable underwriting capacity, while Risk Capital Partners gain access to diversified specialty insurance premium with attractive returns.

Fundamentals

• Price$12.72 as of 2026-07-09 close
• Market cap$2.8B as of 2026-07-10
• 1-year return-22.2% as of 2026-07-09 close
• Net margin-140.7% as of 2026-07-10
• ROE-217.1% as of 2026-07-10
• Debt / equity0.17 as of 2026-07-10
• Revenue growth (YoY)+53.8% as of 2026-07-10
• Revenue CAGR (3y)+62.9% SEC XBRL
• Beta0.61 as of 2026-07-10

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Key risks (from latest filing)

["Expansion into new geographies may introduce additional regulatory, legal, and operational risks that could materially affect business results","Ability to accurately assess and manage underwriting risk retention and impacts of sliding scale commissions on underwriting risk performance","Competitive pressure in the specialty insurance industry and potential inability to attract and retain Members and Risk Capital Partners"]

See ARX's biggest risks from its latest 10-Q →

Competitors & peers

• Everstream Analytics
• Marsh & McLennan
• Aon
• Willis Towers Watson
• Munich Re
• Munich Re Digital Partners

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