Artisan Partners Amends Arch Capital Stake (13G/A, 12/31/23)

TL;DR

**Artisan Partners still holds Arch Capital shares, signaling continued institutional interest.**

AI Summary

Artisan Partners Limited Partnership, a major investment firm, has filed an amendment (Amendment No. 17) to its Schedule 13G, indicating its ownership of Arch Capital Group Ltd. common shares as of December 31, 2023. This filing, made under Rule 13d-1(b), updates their previously reported stake in the insurance company. For investors, this matters because it shows a significant institutional investor continues to hold a position in Arch Capital, potentially signaling confidence in the company's long-term prospects, though the specific change in their holding percentage isn't detailed in this snippet.

Why It Matters

This filing confirms a major institutional investor, Artisan Partners, maintains a significant position in Arch Capital Group Ltd., which can influence market perception and investor confidence.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, not indicating any immediate high-risk events.

Analyst Insight

Investors should note that a major institutional investor, Artisan Partners, continues to hold Arch Capital shares as of December 31, 2023. While this filing doesn't detail changes in ownership percentage, it confirms ongoing institutional interest, which could be a positive signal. Further investigation into Artisan Partners' specific holding percentage and any changes from previous filings would provide more actionable insight.

Key Numbers

• 17 — Amendment Number (This is the 17th amendment to the original Schedule 13G filing by Artisan Partners regarding Arch Capital Group Ltd.)
• 0000947484 — Arch Capital Group Ltd. CIK (Unique identifier for Arch Capital Group Ltd. with the SEC.)
• 0001466153 — Artisan Partners Limited Partnership CIK (Unique identifier for Artisan Partners Limited Partnership with the SEC.)

Key Players & Entities

• Artisan Partners Limited Partnership (company) — the investment firm filing the SC 13G/A
• Arch Capital Group Ltd. (company) — the subject company whose shares are being reported
• Artisan Investments GP LLC (company) — a group member of the filing entity
• Artisan Partners Asset Management Inc. (company) — a group member of the filing entity
• Artisan Partners Funds, Inc. (company) — a group member of the filing entity
• Artisan Partners Holdings LP (company) — a group member of the filing entity
• December 31, 2023 (date) — the date of the event requiring the filing

Forward-Looking Statements

• Artisan Partners will continue to hold a significant stake in Arch Capital Group Ltd. (Artisan Partners Limited Partnership) — medium confidence, target: Q1 2024

FAQ

Filing Documents

• d754018dsc13ga.htm (SC 13G/A) — 90KB
• d754018dex991.htm (EX-99.1) — 5KB
• g754018g0205224210490.jpg (GRAPHIC) — 3KB
• g754018g0205224210730.jpg (GRAPHIC) — 4KB
• 0001193125-24-030917.txt ( ) — 107KB

From the Filing

SC 13G/A 1 d754018dsc13ga.htm SC 13G/A SC 13G/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to Rule 13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to Rule 13d-2. Under the Securities Exchange Act of 1934 (Amendment No. 17 )* Arch Capital Group Ltd. (Name of Issuer) Common Shares (Title of Class of Securities) G0450A105 (CUSIP Number) 12/31/2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. G0450A105 13G 1 NAME OF REPORTING PERSON Artisan Partners Limited Partnership 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions) (a)(b) Not Applicable 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER None 6 SHARED VOTING POWER 24,097,765 7 SOLE DISPOSITIVE POWER None 8 SHARED DISPOSITIVE POWER 24,894,249 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 24,894,249 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (see Instructions) Not Applicable 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.7% 12 TYPE OF REPORTING PERSON (see Instructions) IA CUSIP No. G0450A105 13G 1 NAME OF REPORTING PERSON Artisan Investments GP LLC 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions) (a)(b) Not Applicable 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER None 6 SHARED VOTING POWER 24,097,765 7 SOLE DISPOSITIVE POWER None 8 SHARED DISPOSITIVE POWER 24,894,249 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 24,894,249 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (see Instructions) Not Applicable 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.7% 12 TYPE OF REPORTING PERSON (see Instructions) HC CUSIP No. G0450A105 13G 1 NAME OF REPORTING PERSON Artisan Partners Holdings LP 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions) (a)(b) Not Applicable 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER None 6 SHARED VOTING POWER 24,097,765 7 SOLE DISPOSITIVE POWER None 8 SHARED DISPOSITIVE POWER 24,894,249 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 24,894,249 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (see Instructions) Not Applicable 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.7% 12 TYPE OF REPORTING PERSON (see Instructions) HC CUSIP No. G0450A105 13G 1 NAME OF REPORTING PERSON Artisan Partners Asset Management Inc. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions) (a)(b) Not Applicable 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER None 6 SHARED VOTING POWER 24,097,765 7 SOLE DISPOSITIVE POWER None 8 SHARED DISPOSITIVE POWER 24,894,249 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 24,894,249 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (see Instructions) Not Applicable 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.7% 12 TYPE OF REPORTING PERSON (see Instructions) HC CUSIP No. G0450A105 13G 1 NAME OF REPORTING PERSON Artisan Partners Funds, Inc. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions) (a)(b) Not Applicable 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Wisconsin NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER None 6 SHARED VOTING POWER 17,459,639 7 SOLE DISPOSITIVE POWER None 8 SHARED DISPOSITIVE POWER 17,459,639 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,459,639 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXC

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View this SC 13G/A filing on SEC EDGAR