DEFA14A ·Filed Mar 30, 2026

ARX

Accelerant Holdings
NEUTRAL
Impact 5/10
Horizonweeks Processed6mo ago SEC0001104659-26-036376
Proxy solicitation materials
Actionable Insight • Neutral

Traders should monitor the outcome of the shareholder vote, as the recent leadership changes and financial performance suggest a high-stakes proxy fight. The vote on the election of the three Class I directors and the ratification of PricewaterhouseCoopers as the independent auditor could have a significant impact on the company's future direction.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
ARX ▼ -1.95% at T+60d
NEUTRAL call ✗ call lost -1.95% · α vs SPY -18.45% · entry $13.31 → $13.05
Entry anchored
Mar 27, 03:59 PM ET
via exchange tick
T+1d
+0.38%
call +0.38% · α -2.51%
$13.36
settled 6mo ago
T+5d
-1.20%
call -1.20% · α -5.50%
$13.15
settled 6mo ago
T+20d
+0.68%
call +0.68% · α -11.92%
$13.40
settled 5mo ago
T+60d
-1.95%
call -1.95% · α -18.45%
$13.05
settled 3mo ago

Price Chart

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Executive Summary

The DEFA14A filing is a definitive proxy statement for Accelerant Holdings' 2026 annual meeting, which includes the election of three Class I directors and the ratification of PricewaterhouseCoopers as the independent auditor. This filing is part of a broader proxy fight, as indicated by a recent 8-K filing that reported board/executive changes and strong financial results, suggesting an ongoing activist campaign. The proxy materials are routine, but the context of recent leadership changes and financial performance indicates a high-stakes shareholder vote.

Key Facts

  • The filing is a definitive proxy statement (DEFA14A) for the 2026 annual meeting of Accelerant Holdings.
  • The meeting will be held virtually on May 12, 2026, and includes the election of three Class I directors: Karen Meriwether, Simon Wainwright, and David Talach.
  • The Board recommends a vote 'FOR' the election of the three directors and the ratification of PricewaterhouseCoopers as the independent auditor.
  • The filing is part of a proxy fight, as indicated by a recent 8-K filing that reported board/executive changes and strong financial results.
  • The recent 8-K filing reported strong financial results, including 35% year-over-year growth in Exchange Written Premium and a $200 million share repurchase program.

Financial Impact

The financial impact of the proxy statement is minimal, as it is a routine filing. However, the context of recent leadership changes and financial performance indicates a high-stakes shareholder vote.

revenuedilutiondebt

Risk Factors

  • The outcome of the shareholder vote could be influenced by the recent leadership changes and financial performance, which could lead to a change in the company's strategy.
  • The recent 8-K filing reported strong financial results, but the company's future performance could be impacted by the outcome of the shareholder vote.

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-036376
Document: 0001104659-26-036376-index-headers.html0001104659-26-036376
Document: 0001104659-26-036376-index.html0001104659-26-036376
Document: 0001104659-26-036376.txt0001104659-26-036376
21 reports for ARX
Performance horizon
80% Hit rate 8 of 10 directional calls best @ T+60▲ +43.47%Feb 27, 2026
Filters
Rows
Reports for ARX — sortable, filterable
TypeNow
Aug 14, 2026
7w ago
DEFA14A / 8-K
BULLISH ★ 7/10
$19.58 $19.83▲ +1.28%▲ +3.27%$19.73 (+0.77%)
Aug 14, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$19.58 $19.83▼ −1.28%▼ −3.27%$19.73 (−0.77%)
Aug 13, 2026
7w ago
DEFA14A
BULLISH ★ 8/10
$19.51 $19.84▲ +1.69%▲ +3.44%$19.73 (+1.13%)
Aug 13, 2026
7w ago
8-K
BULLISH ★ 9/10
$19.51 $19.84▲ +1.69%▲ +3.44%$19.73 (+1.13%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$13.61 $19.84▲ +45.78%▲ +47.67%$19.73 (+44.97%)
Aug 5, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$12.26 $19.70▼ −60.69%▼ −61.29%$19.73 (−60.93%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$11.20 $19.69▲ +75.80%▲ +71.84%$19.73 (+76.16%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.40 $19.67▲ +58.63%▲ +53.61%$19.73 (+59.11%)
Jul 28, 2026
9w ago
Insider Cluster
BEARISH ★ 4/10
$14.72 $19.67▼ −33.63%▼ −30.25%$19.73 (−34.04%)
Jul 24, 2026
10w ago
144
BEARISH ★ 5/10
$14.23 $19.59▼ −37.67%▼ −34.04%$19.73 (−38.65%)
Showing 10 of 21

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