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No insider purchase over the last 90 days. The latest was filed 17 Dec 2025.
Accelerant Holdings: what insiders have been doing
Accelerant Holdings is a Banks company. Its directors and officers file their transactions with SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Accelerant Holdings logged 62 filings by 16 insiders.
On the market, 6 insiders bought (6 purchases totalling €1.6M) while 6 insiders sold (25 sales totalling €13.2M). The totals do not cover 7 filings with an undisclosed amount. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Among those who bought: 5 senior executives and 1 chief executive. The largest single trade was a sale of €1.4M by ONeill Francis James, published on 29 July 2026, equal to 0.038% of the market capitalisation.
Across the 5,814 companies tracked on its exchange, the median is 19 filings; at 62 filings, this issuer sits above that mark. The full history, which starts in 2025, counts 7 purchases against 29 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 912.9 m USD and net income of -1.35 bn USD.
In all, 5 purchases were made within 30 days of a purchase by another insider of the company. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The clock since the last published purchase (17 December 2025) now reads 305 days. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. The legal deadline for a Form 4 is two business days after the transaction. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For comparison within the same sector, see the insider buying recorded at First Guaranty Bancshares, Inc. and BCB Bancorp Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
87
Thresholds
n/a
Buy Volume
€2M
7 ops. · all time
Sell Volume
€220M
29 ops. · all time
Who traded when
BuySaleFrancis James ONeill1 buy10 sales
Jeffrey L. Radke1 buy10 sales
Schwartz Keoni Andrew4 sales
Nancy Hasley1 buy2 sales
Karen Sue Meriwether1 buy1 sale
Matthew David Sternberg1 buy1 sale
+3 other insiders
Since the insiders bought
- +24.9%Entry US$15.82 · Close 15 Oct 2026 US$19.76
- +28.2%Entry US$15.41 · Close 15 Oct 2026 US$19.76
- +52.5%Entry US$12.96 · Close 15 Oct 2026 US$19.76
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Accelerant Holdings Hold (neutral), based on 3 analysts. Average price target: US$20.25.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 19,053 of 24,148 companies
31.8
score / 100
Value31
Quality33
FCF yld9.4%
Earn yld-33%
EV/EBITDA40.3x
ROE-222%
Gross mgn·
Net mgn·
Debt/EBITDA1.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$19.76
Analyst consensus
3 analystsHold
US$20.25Target US$20.25(+2%)US$20.25
Income statement
RevenueUS$879.5M
EBITDAUS$109.4M12% margin
Net income-US$1.4B-127.5% margin
Valuation
PER (forward)21.0x
P/Book6.0x
Balance sheet & cash
Market capUS$4.3B
Total debtUS$121.3M
Free Cash FlowUS$403.7M
Debt / Equity16%
Profitability & ownership
ROE-222.0%
ROA0.5%
% insiders48.7%
% institutions64.6%
Last declaration on 25 August 2026
Declarations87 total
542 shares@ US$19.61510.0002% mcap57.1% of flowClass A Common SharesSEC:0001628280-26-058964:0
542 shares@ US$19.61510.0002% mcap100.0% of flowCommonSEC144:0001950047-26-008508
20,489 shares@ US$19.56360.0092% mcap97.5% of flowClass A Common SharesSEC:0001628280-26-057158:0
20,489 shares@ US$13.610.0064% mcap37.9% of flowCommonSEC144:0001950047-26-008098
63,616 shares@ US$12.06720.018% mcap10.0% of flowClass A Common SharesSEC:0001628280-26-056260:0
89,219 shares@ US$12.41010.025% mcap14.4% of flowClass A Common SharesSEC:0001628280-26-056260:1
80,000 shares@ US$12.08870.022% mcap5.7% of flowClass A Common SharesSEC:0001628280-26-055804:0
381,000 shares@ US$12.040.11% mcap34.3% of flowCommonSEC144:0001958244-26-000498
80,000 shares@ US$11.98560.022% mcap5.6% of flowClass A commonSEC144:0001241965-26-000002
80,000 shares@ US$12.05660.022% mcap5.7% of flowClass A Common SharesSEC:0001628280-26-052848:0
80,000 shares@ US$11.95390.022% mcap5.6% of flowClass A commonSEC144:0001957799-26-000140
110,467 shares@ US$14.63080.038% mcap21.2% of flowClass A Common SharesSEC:0001628280-26-050691:0
104,647 shares@ US$14.5580.036% mcap20.1% of flowClass A Common SharesSEC:0001628280-26-050691:1
80,000 shares@ US$14.63150.027% mcap7.0% of flowClass A Common SharesSEC:0001628280-26-050312:0
15,223 shares@ US$14.45270.0051% mcap1.3% of flowClass A Common SharesSEC:0001628280-26-050312:1
17,568 shares@ US$14.230.0058% mcap100.0% of flowCommonSEC144:0001950047-26-007324
95,223 shares@ US$14.50040.032% mcap8.2% of flowClass A commonSEC144:0001957799-26-000133
3,910 shares@ US$13.770.0013% mcap14.0% of flowClass A Common SharesSEC:0001628280-26-049906:0
17,568 shares@ US$14.64060.0060% mcap66.9% of flowClass A Common SharesSEC:0001628280-26-049906:1
30,000 shares@ US$14.15750.0099% mcap2.5% of flowClass A commonSEC144:0001957799-26-000131
80,000 shares@ US$13.41190.025% mcap6.4% of flowClass A commonSEC144:0001957799-26-000130
14,777 shares@ US$14.29780.0049% mcap1.3% of flowClass A Common SharesSEC:0001628280-26-048906:0
80,000 shares@ US$13.50680.025% mcap6.4% of flowClass A Common SharesSEC:0001628280-26-048906:1
14,777 shares@ US$14.12550.0048% mcap1.2% of flowClass A commonSEC144:0001957799-26-000128
83,119 shares@ US$12.84470.025% mcap14.0% of flowClass A Common SharesSEC:0001628280-26-048550:0
25 of 87 declarations
About Accelerant Holdings
Accelerant Holdings (NYSE: ARX) is a U.S.-based company listed on the New York Stock Exchange in the United States, operating in specialty insurance rather than traditional retail insurance. The company positions itself as a technology-enabled marketplace: it runs a data-driven risk exchange that connects specialty underwriters, distribution partners, and insurance risk capital providers. Its core pitch is to reduce information asymmetry, improve risk selection, and make specialty insurance distribution more efficient through proprietary data, analytics, and workflow automation.
Founded in 2018 by a group of insurance industry executives and technology specialists, Accelerant initially launched in Europe and expanded into the United States in 2020. It later broadened its footprint into Canada and Australia, and management states that the platform now operates across 22 countries and more than 500 specialty insurance products. Since its 2025 IPO, the company has emphasized scaling the exchange, increasing the number of participating members, and attracting additional third-party capital to deepen liquidity and support growth.
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Accelerant’s business model is built around several linked capabilities. On one side of the platform are the “Members” — specialty underwriters, MGAs, and distribution intermediaries — who use the exchange to access capital and package risks more effectively. On the other side are “risk capital partners,” including reinsurers, insurers, and institutional investors, who provide capacity. In addition to the core exchange function, Accelerant has developed adjacent services such as MGA incubation, claims handling, portfolio analytics, product development, and structures such as sidecars and synthetic captives. This gives the company a broader role in the specialty insurance value chain than a conventional carrier.
From a competitive standpoint, Accelerant differentiates itself as a platform and infrastructure provider rather than a pure underwriting company. Its value proposition rests on data depth, underwriting discipline, and the ability to connect fragmented specialty risk with the right capital more quickly and efficiently. Management has highlighted growth in exchange written premium, the expansion of specialty product offerings, and ongoing member and partner onboarding as the main strategic levers. Recent disclosures and earnings releases point to continued scaling of the exchange and an increasingly digital, analytics-led operating model.
Recent milestones include the 2025 IPO on the NYSE and a steady cadence of operational updates through 2025 and early 2026. Company commentary has focused on platform expansion, international reach, and the growing role of analytics and AI-driven tools in underwriting and portfolio monitoring. For investors, ARX is an insurance-sector name with a distinctly technology-enabled profile, combining specialty insurance exposure with marketplace economics on the NYSE in the United States.
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