Arch Capital Group (ACGL) — What Changed

Material changes in the AI committee's view · 50 events tracked · Detected nightly

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2026-08-25 MINOR
▼ Agreement Shift

ACGL's Committee agreement moved from 83.30% to 75.00% (-8.30pp, 1 day(s) apart).

83.30 → 75.00 (-8.3)

2026-08-25 MINOR
▼ Score Change

ACGL's Committee score moved from 65.39 to 64.86 (-0.53, 1 day(s) apart).

65.39 → 64.86 (-0.5)

2026-08-22 MAJOR
▲ Agreement Shift

ACGL's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-22 MINOR
▼ Score Change

ACGL's Committee score moved from 67.29 to 65.39 (-1.90, 1 day(s) apart).

67.29 → 65.39 (-1.9)

2026-08-22 MATERIAL
— Conviction Change

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

moderate → high

2026-08-21 MINOR
▲ Score Change

ACGL's Committee score moved from 64.79 to 67.29 (+2.50, 1 day(s) apart).

64.79 → 67.29 (+2.5)

2026-08-19 MAJOR
▼ Agreement Shift

ACGL's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-08-19 MINOR
▼ Score Change

ACGL's Committee score moved from 68.07 to 64.79 (-3.28, 1 day(s) apart).

68.07 → 64.79 (-3.3)

2026-08-19 MATERIAL
— Conviction Change

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

high → moderate

2026-08-18 MINOR
▲ Score Change

ACGL's Committee score moved from 67.89 to 68.07 (+0.18, 1 day(s) apart).

67.89 → 68.07 (+0.2)

2026-08-16 MAJOR
▲ Agreement Shift

ACGL's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-16 MINOR
▲ Score Change

ACGL's Committee score moved from 67.29 to 67.89 (+0.60, 1 day(s) apart).

67.29 → 67.89 (+0.6)

2026-08-16 MATERIAL
— Conviction Change

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

moderate → high

2026-08-15 MAJOR
▼ Agreement Shift

ACGL's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-15 MINOR
▲ Score Change

ACGL's Committee score moved from 67.29 to 67.71 (+0.42, 1 day(s) apart).

67.29 → 67.71 (+0.4)

2026-08-15 MATERIAL
— Conviction Change

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

moderate → contested

2026-08-14 MAJOR
▼ Agreement Shift

ACGL's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-08-14 MINOR
▲ Score Change

ACGL's Committee score moved from 65.57 to 67.29 (+1.72, 1 day(s) apart).

65.57 → 67.29 (+1.7)

2026-08-14 MATERIAL
— Conviction Change

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

high → moderate

2026-08-13 MINOR
▼ Score Change

ACGL's Committee score moved from 66.59 to 65.57 (-1.02, 1 day(s) apart).

66.59 → 65.57 (-1.0)

2026-08-12 MINOR
▼ Score Change

ACGL's Committee score moved from 68.68 to 66.59 (-2.09, 1 day(s) apart).

68.68 → 66.59 (-2.1)

2026-08-11 MINOR
▲ Score Change

ACGL's Committee score moved from 67.43 to 68.68 (+1.25, 1 day(s) apart).

67.43 → 68.68 (+1.2)

2026-08-10 MINOR
▲ Score Change

ACGL's Committee score moved from 67.07 to 67.43 (+0.36, 1 day(s) apart).

67.07 → 67.43 (+0.4)

2026-08-08 MAJOR
▼ Agreement Shift

ACGL's Committee agreement moved from 100.00% to 83.30% (-16.70pp, 1 day(s) apart).

100.00 → 83.30 (-16.7)

2026-08-08 MINOR
▼ Score Change

ACGL's Committee score moved from 69.23 to 67.07 (-2.16, 1 day(s) apart).

69.23 → 67.07 (-2.2)

2026-08-08 MATERIAL
— Conviction Change

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

unanimous → high

2026-08-06 MINOR
▲ Score Change

ACGL's Committee score moved from 68.86 to 69.23 (+0.37, 1 day(s) apart).

68.86 → 69.23 (+0.4)

2026-08-02 MATERIAL
— Conviction Change

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

high → unanimous

2026-08-02 MAJOR
— Model Version Conflict

ACGL's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

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

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 →