ACCELERANT HOLDINGS ARX
CL A · Common Stock · CUSIP G00894108
- SectorFinancials
- IndustryInsurance Agents, Brokers & Service
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.17. Options: 3 managers hold calls ($958.1k notional), 1 hold puts ($4.9k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 88 |
| Q4 2025 | 98 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $358.8k | $1.8m | 5.00 |
| Q4 2025 | $958.1k | $4.9k | 0.01 |
Biggest buyers
| Keenan Capital, LLC | New | +3.1m |
| Azora Capital LP | Added | +1.8m |
| FMR LLC | Added | +1.2m |
| Balyasny Asset Management L.P. | Added | +714.8k |
| Grandeur Peak Global Advisors, LLC | Added | +675.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +615.6k |
| ArrowMark Colorado Holdings LLC | Added | +612.4k |
| UBS Group AG | Added | +411.6k |
| MARSHALL WACE, LLP | Added | +242.9k |
| GOLDMAN SACHS GROUP INC | Added | +208.3k |
Biggest sellers
| BlackRock, Inc. | Reduced | -2.1m |
| JPMORGAN CHASE & CO | Reduced | -1.3m |
| Driehaus Capital Management LLC | Sold out | -1.0m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -690.4k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -586.1k |
| JANUS HENDERSON GROUP PLC | Reduced | -519.8k |
| Journey Advisory Group, LLC | Sold out | -432.5k |
| CenterBook Partners LP | Sold out | -382.6k |
| Dragoneer Investment Group, LLC | Sold out | -336.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $655.6k40.1k shares |
| GROUP ONE TRADING LLC | Added | $269.8k16.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.7k2.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $4.9k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ACP Accelerant Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-11-14 | 44.2% |
| RADKE JEFFREY L 13G · exempt (held before listing) new · filed 2025-11-14 | 29.9% |
| Lee-Smith Christopher 13G · exempt (held before listing) new · filed 2025-11-14 | 17.4% |
| ONeill Francis James 13G · exempt (held before listing) new · filed 2025-11-14 | 7.0% |
| GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-09-30 | 5.0% |
Fell to 5% or below in the last year: Capital World Investors (4.4%, 2026-05-14)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $10.5k | 1 | $243.5m | — |
| Q4 2025 | 6 | $1.9m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-08 | Meriwether Karen Sue Director | Bought | $8.0k542 shares |
| 2025-11-19 | Lee-Smith Christopher Co-Founder, Head of Distrib., director | Bought | $197.3k14.7k shares |
| 2025-11-19 | Gaynor Samuel Director | Bought | $100.8k7.5k shares |
| 2025-11-18 | ONeill Francis James Co-Founder, Chief U/W Officer | Bought | $506.9k38.0k shares |
| 2025-11-17 | Sternberg Matthew David COO, Risk Exchange | Bought | $74.7k5.7k shares |
| 2025-11-14 | RADKE JEFFREY L Co-Founder, CEO, director · By LLC | Bought | $999.0k74.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ 39.61% of their portfolio | 5.9m $95.9m | Unchanged |
| Capital World Investors 0.01% of their portfolio | 5.8m $94.3m | Added +14.4k |
| GILDER GAGNON HOWE & CO LLC 0.64% of their portfolio | 3.7m $60.5m | Reduced -195.2k |
| Keenan Capital, LLC 9.35% of their portfolio | 3.1m $51.3m | New |
| BARINGS LLC 0.77% of their portfolio | 3.1m $41.9m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 2.8m $46.5m | Added +57.4k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 2.7m $44.7m | Added +714.8k |
| Azora Capital LP 2.51% of their portfolio | 2.4m $39.9m | Added +1.8m |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.2m $36.5m | Reduced -13.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.0m $31.9m | Reduced -1.3m |
| FMR LLC 0.00% of their portfolio | 1.8m $29.2m | Added +1.2m |
| ArrowMark Colorado Holdings LLC 0.59% of their portfolio | 1.6m $26.9m | Added +612.4k |
| Grandeur Peak Global Advisors, LLC 3.57% of their portfolio | 1.6m $26.5m | Added +675.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.5m $25.0m | Added +615.6k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 1.3m $22.0m | Reduced -1.0m |
| BAMCO INC /NY/ 0.05% of their portfolio | 1.2m $19.8m | Reduced -9.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 715.5k $11.7m | Reduced -206.6k |
| NORGES BANK 0.00% of their portfolio | 665.1k $10.9m | Not comparable |
| UBS Group AG 0.00% of their portfolio | 535.6k $8.8m | Added +411.6k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 439.7k $7.2m | Reduced -81.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 348.1k $5.7m | Added +242.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 335.7k $5.5m | Reduced -174.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 302.6k $4.9m | Added +208.3k |
| BlackRock, Inc. 0.00% of their portfolio | 247.7k $4.0m | Reduced -2.1m |
| SEVEN GRAND MANAGERS, LLC 0.25% of their portfolio | 200.0k $3.3m | Unchanged |
| Squarepoint Ops LLC 0.01% of their portfolio | 199.1k $3.3m | Reduced -30.8k |
| Lighthouse Investment Partners, LLC 0.11% of their portfolio | 198.8k $3.3m | Added +26.5k |
| Woodline Partners LP 0.01% of their portfolio | 197.3k $3.2m | Added +51.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 181.6k $3.0m | Reduced -690.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 176.0k $2.9m | Added +1.0k |
| Counterpoint Mutual Funds LLC 0.21% of their portfolio | 176.0k $2.9m | New |
| Lykos Global Management, LP 2.02% of their portfolio | 175.0k $2.9m | First filing |
| Interval Partners, LP 0.06% of their portfolio | 169.3k $2.8m | Reduced -47.7k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 160.0k $2.6m | Reduced -586.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 150.0k $2.5m | Unchanged |
| Centiva Capital, LP 0.13% of their portfolio | 127.6k $2.1m | Reduced -23.4k |
| Walleye Capital LLC 0.01% of their portfolio | 125.9k $2.1m | Reduced -173.9k |
| MORGAN STANLEY 0.00% of their portfolio | 108.2k $1.8m | Added +18.1k |
| XTX Topco Ltd 0.05% of their portfolio | 106.2k $1.7m | Added +42.4k |
| Ghisallo Capital Management LLC 0.07% of their portfolio | 100.0k $1.6m | Reduced -325.0k |
| Burkehill Global Management, LP 0.11% of their portfolio | 100.0k $1.6m | Unchanged |
| G2 Investment Partners Management LLC 0.36% of their portfolio | 93.3k $1.5m | New |
| Swiss National Bank 0.00% of their portfolio | 77.9k $1.3m | New |
| TIGER GLOBAL MANAGEMENT LLC 0.00% of their portfolio | 75.0k $1.2m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 72.7k $1.2m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.4k $971.4k | New |
| Yorktown Management & Research Co Inc 0.78% of their portfolio | 59.3k $969.6k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 57.2k $935.4k | Reduced -99.5k |
| SummitTX Capital, L.P. 0.03% of their portfolio | 56.8k $928.4k | Added +24.9k |
| Jain Global LLC 0.01% of their portfolio | 50.2k $821.3k | Reduced -149.8k |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 45.0k $735.4k | Added +35.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 37.9k $619.7k | Added +8.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 35.8k $585.0k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.0k $571.8k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 34.7k $567.2k | Reduced -121.8k |
| STATE STREET CORP 0.00% of their portfolio | 33.6k $548.6k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 32.3k $528.1k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 32.2k $527.3k | Reduced -52.0k |
| Legal & General Group Plc 0.00% of their portfolio | 30.3k $494.9k | Added +20.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 26.0k $425.1k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 25.3k $413.1k | New |
| PharVision Advisers, LLC 0.20% of their portfolio | 23.8k $389.8k | Added +7.6k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 23.5k $385.0k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.5k $384.1k | Reduced -519.8k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 23.3k $382.0k | New |
| Crestwood Capital Management, L.P. 0.21% of their portfolio | 20.0k $327.0k | Unchanged |
| FJ Capital Management LLC 0.03% of their portfolio | 18.0k $293.9k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 16.6k $270.8k | Reduced -54.2k |
| Quantbot Technologies LP 0.01% of their portfolio | 16.4k $268.1k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 14.8k $242.3k | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 12.9k $210.7k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 10.9k $177.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 10.4k $169.6k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.3k $168.3k | Reduced -782 |
| WESBANCO BANK INC 0.00% of their portfolio | 10.0k $163.5k | New |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 8.5k $139.0k | New |
| CWM, LLC 0.00% of their portfolio | 6.7k $109.0k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 5.3k $86.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.1k $84.0k | Reduced -145.6k |
| CITIGROUP INC 0.00% of their portfolio | 5.1k $83.1k | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 5.0k $82.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 3.5k $58.0k | Added +722 |
| Quarry LP 0.00% of their portfolio | 1.6k $26.3k | Reduced -1.1k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.6k $25.6k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 666 $10.9k | New |
| FIRST HORIZON CORP 0.00% of their portfolio | 645 $10.5k | Added +351 |
| HM PAYSON & CO 0.00% of their portfolio | 419 $6.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 398 $6.5k | Added +273 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 154 $2.5k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 144 $2.4k | New |
| Rachor Investment Advisory Services, LLC 0.00% of their portfolio | 135 $2.2k | First filing |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 119 $1.9k | Reduced -216 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 101 $1.7k | Reduced -66 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 93 $1.5k | Reduced -1.8k |
| MAI Capital Management 0.00% of their portfolio | 57 $932 | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 18 $294 | New |
| GAMMA Investing LLC 0.00% of their portfolio | 9 $147 | New |
| Rakuten Securities, Inc. 0.00% of their portfolio | 1 $16 | Unchanged |