Tokio Marine Asset Management 13F: New $4.8M Stake in ARX
Key Points
- Tokio Marine Asset Management opened a new position with 244,000 shares of Accelerant Holdings, representing a value of approximately $4.81 million.
- The fund's total reported value is about $1.46 billion, with this new stake making up 0.33% of its portfolio.
- As of October 27, 2026, Accelerant Holdings traded recently around $19.82, following a year with significant fluctuations.
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Tokio Marine Asset Management has taken a new position in Accelerant Holdings (ARX), acquiring 244,000 shares valued at about $4.81 million. This move was disclosed in a filing on October 26, 2026.
ARX
Accelerant Holdings
What Changed in Tokio Marine Asset Management's Accelerant Holdings Position
In its latest filing, Tokio Marine Asset Management reported a new stake of 244,000 shares in Accelerant Holdings. This is a significant entry for the fund, which had no previous shares in the company.
Where Accelerant Holdings Fits in Tokio Marine Asset Management's Portfolio
This new position represents about 0.33% of Tokio Marine's reported portfolio, ranking it 28th among its 503 total holdings.
Other Institutional Activity in Accelerant Holdings
Several other institutional investors have also been involved with Accelerant Holdings. SECURITY BENEFIT LIFE INSURANCE CO holds 5,866,257 shares valued at approximately $116.27 million. Deer Park Road Corp increased its stake by 2,297,132 shares, totaling 4,594,265 shares worth about $91.06 million. American Century Companies Inc has 3,877,619 shares valued at approximately $76.85 million, having added 689,050 shares recently.
Accelerant Holdings Stock Up 0.3%
As of October 27, 2026, Accelerant Holdings traded recently around $19.82. This price comes after a year of volatility for the stock, which has seen significant fluctuations. The company's revenue growth year-over-year stands at 57.2%, although it has reported a negative net margin of -127.5%.
Recent Earnings
Accelerant Holdings reported trailing twelve-month revenue of approximately $1.07 billion. The next earnings report is scheduled for November 11, 2026, which could provide further insights into the company's financial health and growth prospects.
Insider Buying and Selling at Accelerant Holdings
In recent insider transactions, CEO Jeffrey L. Radke sold 80,000 shares at an average price of $12.09 on August 10, 2026, totaling about $967,096. Other insiders, including Officer Francis James Oneill and Director Nancy Hasley, also sold shares in August.
Analysts Set New Price Targets
Analysts have shown mixed sentiments towards Accelerant Holdings. On July 9, 2026, Wells Fargo maintained an Overweight rating with a price target of $16.00, down from $17.00. Meanwhile, several firms including Raymond James and TD Cowen downgraded their ratings to Market Perform and Hold, respectively, indicating a cautious outlook.
About Accelerant Holdings
Accelerant Holdings operates a data-driven risk exchange that connects specialty insurance underwriters with risk capital partners. The company focuses on providing innovative solutions through its various segments, including Exchange Services and MGA Operations. This new investment by Tokio Marine Asset Management may signal confidence in the company's growth potential as it navigates the competitive insurance landscape.
Bottom Line
Investors should watch for Accelerant Holdings' upcoming earnings report on November 11, 2026, for further insights into its performance. Tokio Marine's new position reflects a strategic move into a company with strong revenue growth, although its profitability remains a concern.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $ARX (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts