SIRIUSPOINT LTD.
In the published model solve dated 2026-Q2, anchored at $23.61, SIRIUSPOINT LTD. (SPNT) is priced for 10.0% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• SiriusPoint has turned itself from a fix-up story into an underwriting compounder: a Core combined ratio of 88.9%, the best in six quarters, first-quarter net income of $100 million, and financial-strength upgrades to A from S&P, Fitch, and AM Best [Source: Q1 2026 earnings release, May 7, 2026]. • The filing carries the risk in its own words: reserves for recent large catastrophe events ⟦"remain subject to meaningful uncertainty"⟧ and ⟦"may change, perhaps materially"⟧ [FY2025 10-K, accession
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237 institutional managers reported holding SPNT in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 54%. 35 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SPNT has cut its share count 26.5% over the past five years, spending $817.40M on repurchases. It pays no dividend. Cash returned over the past three years: $812.40M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SPNT over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SPNT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +7.3% | +2.2% |
| 2023-11-09 | -5.7% | +17.1% |
| 2024-03-01 | -6.1% | -0.5% |
| 2024-05-02 | +0.7% | +1.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SPNT's latest 8-K filings: 2026-07-29 (items 2.02, 7.01, 9.01); 2026-05-21 (items 5.07, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-03-30 (items 5.01, 9.01); 2026-03-23 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.