Arch Capital Group (ACGL) — What Changed

Material changes in the AI committee's view · 28 events tracked · Detected nightly

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2026-08-01 MAJOR
▲ Agreement Shift

ACGL's Committee agreement moved from 57.10% to 85.70% (+28.60pp, 1 day(s) apart).

57.10 → 85.70 (+28.6)

2026-08-01 MINOR
▲ Score Change

ACGL's Committee score moved from 63.05 to 65.45 (+2.40, 1 day(s) apart).

63.05 → 65.45 (+2.4)

2026-08-01 MAJOR
— Conviction Change

ACGL's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-31 MATERIAL
▼ Agreement Shift

ACGL's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-31 MINOR
▼ Score Change

ACGL's Committee score moved from 66.38 to 63.05 (-3.33, 1 day(s) apart).

66.38 → 63.05 (-3.3)

2026-07-31 MATERIAL
— Conviction Change

ACGL's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MATERIAL
▲ Agreement Shift

ACGL's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-30 MINOR
▲ Score Change

ACGL's Committee score moved from 62.73 to 66.38 (+3.65, 1 day(s) apart).

62.73 → 66.38 (+3.6)

2026-07-30 MATERIAL
— Conviction Change

ACGL's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-28 MINOR
▼ Score Change

ACGL's Committee score moved from 64.47 to 62.73 (-1.74, 1 day(s) apart).

64.47 → 62.73 (-1.7)

2026-07-18 MINOR
▼ Score Change

ACGL's Committee score moved from 61.25 to 59.82 (-1.43, 1 day(s) apart).

61.25 → 59.82 (-1.4)

2026-07-18 MAJOR
— Rating Change

ACGL moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MATERIAL
▲ Agreement Shift

ACGL's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-17 MINOR
▼ Score Change

ACGL's Committee score moved from 61.80 to 61.25 (-0.55, 1 day(s) apart).

61.80 → 61.25 (-0.6)

2026-07-17 MATERIAL
— Conviction Change

ACGL's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MATERIAL
▼ Agreement Shift

ACGL's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-15 MINOR
▲ Score Change

ACGL's Committee score moved from 60.94 to 61.80 (+0.86, 1 day(s) apart).

60.94 → 61.80 (+0.9)

2026-07-15 MATERIAL
— Conviction Change

ACGL's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
▲ Agreement Shift

ACGL's Committee agreement moved from 50.00% to 71.40% (+21.40pp, 1 day(s) apart).

50.00 → 71.40 (+21.4)

2026-07-14 MATERIAL
▲ Score Change

ACGL's Committee score moved from 55.92 to 60.94 (+5.02, 1 day(s) apart).

55.92 → 60.94 (+5.0)

2026-07-14 MATERIAL
— Conviction Change

ACGL's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MAJOR
— Rating Change

ACGL moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-13 MINOR
▲ Agreement Shift

ACGL's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-13 MAJOR
▲ Score Change

ACGL's Committee score moved from 56.28 to 64.97 (+8.69, 1 day(s) apart).

56.28 → 64.97 (+8.7)

2026-07-13 MAJOR
— Rating Change

ACGL moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MAJOR
▲ Agreement Shift

ACGL's Committee agreement moved from 40.00% to 57.10% (+17.10pp, 3 day(s) apart).

40.00 → 57.10 (+17.1)

2026-07-10 MAJOR
▲ Score Change

ACGL's Committee score moved from 51.76 to 64.11 (+12.35, 3 day(s) apart).

51.76 → 64.11 (+12.3)

2026-07-10 MAJOR
— Rating Change

ACGL moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →