According to CoinMeta, as reported by Yahoo Finance, the valuation of Arch Capital ( ACGL ) supports strategic capital allocation. Madison Investments released its second-quarter 2026 investor letter, stating that the U.S. stock market performed best in the second quarter, driven mainly by stocks related to artificial intelligence. Madison Large Cap Fund (Class I) achieved a return of 8.4% in the second quarter of 2026, while the S&P 500 index rose by 15.2%. The fund emphasized in the letter that Arch Capital Group Ltd. ( NASDAQ : ACGL ), as an insurance company, held a 5.84% weight in the portfolio, but performed poorly this quarter. On August 19th, the stock price of Arch Capital was $98.53 per share, with a market value of $33.62 billion. Although the potential of Arch Capital is recognized, Madison Large Cap Fund believes that certain AI stocks offer greater upside potential and lower downside risk.