Accelerant Holdings (ARX) — SEC Filings
Accelerant Holdings (ARX) — 7 SEC filings. Latest: DEFA14A (Mar 30, 2026). Includes 2 10-Q, 2 S-1/A, 1 DEFA14A.
View Accelerant Holdings on SEC EDGAR
Overview
Accelerant Holdings (ARX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Mar 30, 2026: Accelerant Holdings filed a DEFA14A on March 30, 2026, related to definitive proxy materials. The filing includes various documents, such as the main DEFA14A form and graphic files, totaling over 425KB in size. The company's mailing address is in Wilmington, DE, while its business address is in Gran
Sentiment Summary
Across 7 filings, the sentiment breakdown is: 1 bullish, 5 neutral, 1 mixed. The dominant filing sentiment for Accelerant Holdings is neutral.
Filing Type Overview
Accelerant Holdings (ARX) has filed 1 DEFA14A, 2 10-Q, 1 8-K, 2 S-1/A, 1 S-1 with the SEC between Jun 2025 to Mar 2026.
Filings by Year
Recent SEC Filings (7)
| Date | Form | Description | Risk |
|---|---|---|---|
| Mar 30, 2026 | DEFA14A | Accelerant Holdings Files Definitive Proxy Materials | low |
| Nov 12, 2025 | 10-Q | Accelerant Posts $1.37B Loss Post-IPO Due to Share Distribution | medium |
| Aug 28, 2025 | 8-K | Accelerant Holdings Files 8-K on Financials | low |
| Aug 28, 2025 | 10-Q | Accelerant Swings to Profit on Soaring Commission Income | medium |
| Jul 18, 2025 | S-1/A | Accelerant Holdings Files S-1/A Amendment for Public Offering | medium |
| Jul 15, 2025 | S-1/A | Accelerant Holdings Amends S-1, Nears Public Offering | medium |
| Jun 30, 2025 | S-1 | Accelerant Holdings Files S-1 for IPO, Eyes Public Market Debut | medium |
Risk Profile
Risk Assessment: Of ARX's 7 recent filings, 0 were flagged as high-risk, 5 as medium-risk, and 2 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $267.4M |
| Net Income | -$1,367.0M |
| EPS | N/A |
| Debt-to-Equity | 0.02 |
| Cash Position | $1,675.9M |
| Operating Margin | N/A |
| Total Assets | $7,859.4M |
| Total Debt | $121.9M |
Key Executives
- Nancy Hasley
- Samir A. Gandhi
- Robert A. Ryan
- Suzanne Correy
- Thomas Holden
- Rachel D. Phillips
Industry Context
Accelerant Holdings operates in the specialty insurance and reinsurance market, a sector characterized by specialized underwriting expertise and risk management. The industry is influenced by economic cycles, interest rate environments, and evolving regulatory landscapes. Competition can be intense, with players differentiating through niche market focus, underwriting capabilities, and capital strength.
Top Tags
IPO (4) · SEC Filing (3) · Public Offering (3) · Cayman Islands (3) · Specialty Insurance (2) · Commission Income (2) · S-1/A (2) · Insurance Services (2) · Financial Services (2) · proxy-filing (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Total Submission Size | 425845 | Indicates the volume of information in the filing. |
| Filing Date | 2026-03-30 | The date Accelerant Holdings submitted these proxy materials. |
| Net Loss | $1,367.0M | For Q3 2025, a significant decrease from $9.4M net income in Q3 2024, primarily due to non-cash IPO expenses. |
| Profits Interest Distribution Expense | $1,379.7M | Non-cash expense related to IPO settlement of awards, driving the net loss. |
| Total Revenues | $267.4M | Increased from $153.7M in Q3 2024, indicating underlying business growth. |
| Ceding Commission Income | $92.3M | Increased from $62.1M in Q3 2024, showing growth in reinsurance arrangements. |
| Direct Commission Income | $43.4M | Increased from $17.2M in Q3 2024, reflecting expanded direct business. |
| Net Earned Premiums | $82.1M | Increased from $59.3M in Q3 2024, contributing to revenue growth. |
| Total Assets | $7,859.4M | Increased from $6,094.9M at Dec 31, 2024, indicating balance sheet expansion. |
| Accumulated Deficit | $1,536.3M | Increased significantly from $182.8M at Dec 31, 2024, due to the large net loss. |
| Common Shares Outstanding | 221,820,044 | As of November 10, 2025, reflecting the post-IPO share structure. |
| Deemed Dividend | $70.9M | Related to the redemption of Class C preference shares. |
| Total Revenues (Q2 2025) | $219.1M | Up 68.4% from $130.1M in Q2 2024, indicating strong top-line growth. |
| Net Income Attributable to Accelerant (Q2 2025) | $8.8M | A significant swing from a $9.0M net loss in Q2 2024, demonstrating a return to profitability. |
| Ceding Commission Income (Q2 2025) | $101.6M | Increased by 71.9% from $59.1M in Q2 2024, a primary driver of revenue growth. |
Frequently Asked Questions
What are the latest SEC filings for Accelerant Holdings (ARX)?
Accelerant Holdings has 7 recent SEC filings from Jun 2025 to Mar 2026, including 2 10-Q, 2 S-1/A, 1 DEFA14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of ARX filings?
Across 7 filings, the sentiment breakdown is: 1 bullish, 5 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Accelerant Holdings SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Accelerant Holdings (ARX) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Accelerant Holdings?
Key financial highlights from Accelerant Holdings's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for ARX?
The investment thesis for ARX includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Accelerant Holdings?
Key executives identified across Accelerant Holdings's filings include Nancy Hasley, Samir A. Gandhi, Robert A. Ryan, Suzanne Correy, Thomas Holden and 1 others.
What are the main risk factors for Accelerant Holdings stock?
Of ARX's 7 assessed filings, 0 were flagged high-risk, 5 medium-risk, and 2 low-risk.
What are recent predictions and forward guidance from Accelerant Holdings?
Forward guidance and predictions for Accelerant Holdings are extracted from SEC filings as they are enriched.