ARX in the 13F filings

Accelerant Holdings · CUSIP G00894108

Sector · Insurance Theme · Financial services· L3VLUP-defined

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 19; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed: 16,250,476; combined, among listed positions
Reported value: $225m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +870,323.

Managers listing ARX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

19 of 19 holders

				Action		Filing
Capital World Investors	5,152,741	$69m	under 0.1%	Trimmed	-614,890	13 May 2026 (the filing on sec.gov)
AllianceBernstein LP	2,800,188	$46m	under 0.1%	Trimmed	-46,280	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	2,274,152	$30m	under 0.1%	Added	+1,926,005	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	1,812,207	$24m	under 0.1%	Added	+24,072	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,144,206	$15m	under 0.1%	Added	+428,754	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	860,697	$11m	under 0.1%	New	new	12 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	708,046	$9.5m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	367,157	$4.9m	under 0.1%	Added	+169,845	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	276,600	$3.7m	under 0.1%	Added	+203,900	14 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	212,791	$2.8m	under 0.1%	Added	+13,721	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	166,692	$2.2m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	125,068	$1.7m	under 0.1%	Trimmed	-56,579	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	113,795	$1.5m	under 0.1%	Added	+56,584	15 May 2026 (the filing on sec.gov)
Tiger Global Management LLC	75,000	$1.0m	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	55,276	$738k	under 0.1%	Added	+23,026	13 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	54,416	$727k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	23,500	$315k	under 0.1%	Held	0	18 May 2026 (the filing on sec.gov)
Man Group PLC	14,144	$189k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Winton Group Ltd	13,800	$184k	under 0.1%	New	new	12 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Marshall Wace LLPexisting position · 2,274,152 shares now+1,926,005
Jane Street Group LLCnew position · 860,697 shares now+860,697
Susquehanna International Group LLPnew position · 708,046 shares now+708,046
Citadel Advisors LLCexisting position · 1,144,206 shares now+428,754
Renaissance Technologies LLCexisting position · 276,600 shares now+203,900

Reductions

Capital World Investorsexisting position · 5,152,741 shares now-614,890
Millennium Management LLCexisting position · 125,068 shares now-56,579
AllianceBernstein LPexisting position · 2,800,188 shares now-46,280

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Jane Street Group LLC$11m
Susquehanna International Group LLP$9.5m
Point72 Asset Management LP$2.2m
Brevan Howard Capital Management LP$727k
Man Group PLC$189k
Winton Group Ltd$184k

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

5 in Q3 2025 to 3 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARX and V →ARX and AXP →ARX and BAC →Choose a stock to compare with ARX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARX, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2025	5	$98m	5	0
Q4 2025	3	$140m	9	16
Q1 2026	2	$70m	14	9
Q2 2026	3	$59m	11	12