SPNT at a glance
SiriusPoint Ltd (SPNT, SEC CIK 1576018) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SiriusPoint Ltd (SPNT) reported revenue of $3.2 billion (up 23.1% from FY2024) and net income of $459.6 million. Diluted EPS was $3.64.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding SiriusPoint Ltd (SPNT) shares worth $1.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2B
- +23.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global specialty underwriter of insurance and reinsurance with diversified portfolio focused on property, casualty, accident & health
- New emphasis on growth via 16 strategic MGA partnerships launched in 2025 across multiple lines, enhancing niche underwriting exposure
- Strategic shift: Simplified portfolio by exiting Cyber and Workers’ Compensation, reducing MGA stakes from 36 to 18 since 2022, and refinanced $400M debt
- Key metric: Underwriting income $214.3M in 2025 with combined ratio 91.7%, slight increase in gross written premium to $3.71B from $3.24B in 2024
- Noteworthy event: Sale of consolidated MGA ArmadaCorp generated a $222.4M gain, significantly impacting service fee income trends
Risk Factors
- Regulatory risk: evolving global cybersecurity, data protection, and AI laws raising compliance costs and operational burdens
- Macroeconomic threat: US tariffs and inflation increasing loss reserves, risking underpriced premiums and reduced net income
- Operational vulnerability: reliance on MGAs and third-party providers poses risks from fraud, authority breaches, or service disruptions
- Competitive risk: competition with larger insurers and Lloyd’s syndicates with greater resources driving price pressures and market share challenges
- Financial risk: inherent uncertainty in claims reserves and catastrophe modeling may cause material adverse impacts on results and financial condition
Management Discussion & Analysis
- Revenue: Underwriting income $302.8M, up $26.4M YoY; Other revenues $339.4M, up $155.2M YoY
- Profitability: Return on equity 22.1% vs 9.1% YoY; combined ratio steady at 88.3%; core combined ratio 91.7% vs 91.0%
- Segment performance: Insurance & Services growing MGAs, Reinsurance suffering rate declines in property, specialty; detailed segment P&L not in excerpt
- Cash flow/capex: $483M used for share repurchase; Armada sale netted $224.9M; redeeming $200M Series B prefs (8% dividend)
- Outlook: Insurance rates moderating with softening pricing except commercial auto and aviation increasing; reinsurance rates declining; aim 12-15% ROE, focus on specialty lines and disciplined capital deployment
AI summary of the SPNT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total underwriting income $73.5M, down $16.7M from $90.2M YoY
- Combined ratio 88.5% vs 86.1% YoY; core combined ratio 91.4% vs 89.5%
- Core underwriting income $55.0M vs $67.6M; core services income $9.9M vs $8.7M
- Cash and investments $6,260.9M vs $6,504.7M, reflecting $203.9M preferred redemption and $73.3M repurchases
- World Nomads majority closing expected second half 2026; catastrophe, inflation, geopolitical and market risks remain headwinds
Risk Factors
- No material changes to risk factors disclosed in the 2025 Form 10-K
- Carried-forward risks remain the company’s most significant disclosed exposures
- No new regulatory, legal, compliance, operational, competitive, market, or financial risk identified in this section
AI summary of the SPNT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for the quarter ended June 30, 2026
- Press release attached as Exhibit 99.1, containing the substantive financial details
Item 7.01: Regulation FD Disclosure
- Q2 2026 financial supplement and investor slide presentation made available July 29, 2026
- Exhibits 99.2 and 99.3 contain the substantive financial and investor information
Item EX-99.1: Item EX-99.1
- Q2 net income $69M and diluted EPS $0.58, but operating EPS $0.67 signals stronger underlying performance
- Half-year net income $168M, up 44%, with operating ROE 14.7% at the upper end of its 12%-15% target
Item 7.01: Regulation FD Disclosure
- First-quarter 2026 financial supplement and investor presentation made available May 7, 2026
- Exhibit 99.2 contains detailed quarterly financial information
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026
- Investor-relevant financial details contained in Exhibit 99.1 press release
AI summaries of SPNT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SPNT
Don't miss the next SPNT filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Leonardo Thomas C. | F | Aug 31, 2026 | 1,702 | $24.18 |
| McKinney James J. | F | May 31, 2026 | 3,648 | $21.35 |
| Masojada Bronislaw Edmund | A | May 29, 2026 | 5,903 | $23.29 |
| Purtill Sabra R. | A | May 29, 2026 | 5,903 | $23.29 |
| Mahmud Mehdi | A | May 29, 2026 | 5,903 | $23.29 |
| Cross Susan Lee | A | May 29, 2026 | 5,903 | $23.29 |
| Hudson Martin Peter | A | May 29, 2026 | 5,903 | $23.29 |
| Ludlow Sharon M | A | May 29, 2026 | 5,903 | $23.29 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $2.7B | $2.6B | $3.2B | |
| Net Income | $354.8M | $199.9M | $459.6M | |
| Net Margin | 13.0% | 7.7% | 14.3% | |
| Balance Sheet | ||||
| Total Assets | $12.9B | $12.5B | $12.6B | |
| Equity | $2.5B | $1.9B | $2.5B | |
| ROE | 14.1% | 10.3% | 18.6% | |
| Per Share | ||||
| EPS | $1.85 | $1.04 | $3.64 | |
| Cash Flow | ||||
| Operating CF | $581.3M | $74.7M | $102.4M | |
Source: XBRL data in SiriusPoint Ltd (SPNT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SPNT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $1.14B |
| Q1 2026 | 27 | $957.6M |
| Q4 2025 | 23 | $954.4M |
| Q3 2025 | 25 | $791.8M |
| Q2 2025 | 28 | $855.6M |
| Q1 2025 | 25 | $542.0M |
| Q4 2024 | 16 | $461.2M |
| Q3 2024 | 13 | $237.8M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SPNT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| SC 13G | Aug 11, 2026 | - | - | |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
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SPNT SEC filings: frequently asked questions
Which institutions hold SPNT stock?
As of June 30, 2026, the largest SiriusPoint Ltd (SPNT) holders among the 13F filers tracked by SignalX were BlackRock ($271.9 million), Dimensional Fund Advisors ($175.4 million), Vanguard Portfolio Management LLC ($158.0 million), State Street Corp ($116.8 million), Vanguard Capital Management LLC ($113.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SPNT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SiriusPoint Ltd (SPNT) reported revenue of $3.2 billion (up 23.1% from FY2024) and net income of $459.6 million. Diluted EPS was $3.64. The figures come from the XBRL data in the 10-K.
What are the main risks in SPNT's latest 10-K?
In the 10-K filed February 24, 2026, SiriusPoint Ltd (SPNT) flagged: Regulatory risk: evolving global cybersecurity, data protection, and AI laws raising compliance costs and operational burdens. Macroeconomic threat: US tariffs and inflation increasing loss reserves, risking underpriced premiums and reduced net income. (AI summary of the Risk Factors section.)
What did SPNT report in its latest 8-K?
SiriusPoint Ltd (SPNT) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for the quarter ended June 30, 2026.
What are the latest SPNT SEC filings?
SiriusPoint Ltd (SPNT) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 2, 2026.
What is SPNT's SEC CIK number?
SiriusPoint Ltd (SPNT)'s SEC Central Index Key (CIK) is 1576018. EDGAR lists every SPNT filing under that number.
Ask anything about SPNT
The research agent reads SPNT's filings, financials, insider trades and 13F holders, then answers with sources.