Accelerant Holdings (ARX) — Institutional Investor Activity (Q2 2026)

ARX ranks #4199 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

ARX is a top-conviction position for Security Benefit Life Insurance Co /ks/ — at 41.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

American Century Companies Inc has added to its ARX position for two straight quarters, increasing it by $20.5M to reach $45.4M today.

Capital World Investors has trimmed its ARX position for two straight quarters, cutting it by $40.1M while still holding $54.2M.

ARX is down 0.4% today, but institutions show net buying of $171.5M this quarter — a divergence between today's price move and the underlying institutional flow.

ARX reported a net loss of $1.3B over the trailing twelve months.

• Not yet profitable — net loss of $1.3B over the trailing twelve months
• Revenue grew 54.6% year over year
• Net income declined year over year, from $50.9M to -$1.3B
• Generated $445.1M in positive operating cash flow
• Liabilities run 10.80x equity — a highly leveraged balance sheet worth noting