SiriusPoint (NYSE: SPNT) completes $140M sale of Arcadian Holdings equity stake

Rhea-AI Filing Summary

SiriusPoint Ltd. reports that a subsidiary has completed the previously announced sale of its entire equity stake in Arcadian Holdings Limited to Comet Bidco Limited, an acquisition vehicle of funds affiliated with Lee Equity Partners. Under the Share Purchase Agreement dated October 3, 2025, SiriusPoint Bermuda Insurance Company Ltd., as seller, received cash consideration of $140 million, subject to customary post-closing adjustments. The transaction closed after all customary closing conditions were met, including required regulatory approvals.

Insights

Insurance sector M&A and capital allocation analyst

SiriusPoint monetizes its Arcadian Holdings stake for $140 million in cash.

SiriusPoint, through its Bermuda insurance subsidiary, has sold its entire equity interest in Arcadian Holdings Limited to Comet Bidco Limited, a vehicle for funds affiliated with Lee Equity Partners. The deal crystallizes the value of this non-core holding in a single cash consideration of $140 million, subject to standard post-closing adjustments.

The closing followed customary conditions, including regulatory approvals, which indicates the transaction is fully effective. The filing does not detail how the proceeds will be used or the prior earnings contribution of Arcadian, so the economic impact depends on internal capital deployment decisions disclosed in future reports.

Subsequent periodic filings covering periods after January 30, 2026 may show how this divestiture affects SiriusPoint’s investment portfolio mix, income profile, and capital position, once management’s use of the sale proceeds is outlined.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): January 30, 2026 (January 30, 2026)

 SIRIUSPOINT LTD.

(Exact name of registrant as specified in its charter)

Bermuda

001-36052

98-1599372

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

Point Building

3 Waterloo Lane

Pembroke HM 08 Bermuda

(Address of principal executive offices and Zip Code)

Registrant’s telephone number, including area code: +1 441 542-3300

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading symbol(s)			Name of each exchange on which registered
Common Shares, $0.10 par value			SPNT			New York Stock Exchange
8.00% Resettable Fixed Rate Preference Shares,  Series B, $0.10 par value, $25.00 liquidation preference per share			SPNT PB			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Exchange Act of 1934 (17 CFR 240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 8.01    Other Events.

On January 30, 2026, a subsidiary of SiriusPoint Ltd. completed the previously announced sale of its entire equity stake in Arcadian Holdings Limited, a Bermuda exempted company, to Comet Bidco Limited, a Bermuda exempted company (a newly formed acquisition vehicle of funds affiliated with Lee Equity Partners) (“Purchaser”), pursuant to a Share Purchase Agreement (the “Purchase Agreement”), dated October 3, 2025, by and among SiriusPoint Bermuda Insurance Company Ltd., a Bermuda exempted company (“Seller”), Purchaser, John Boylan and certain other management sellers named therein.

Under the terms of the Purchase Agreement, Seller received cash consideration of $140 million, subject to customary post-closing adjustments. The transaction closed following the satisfaction of customary closing conditions, including receipt of required regulatory approvals.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.						Description
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: January 30, 2026						/s/ Linda S. Lin
						Name:			Linda S. Lin
						Title:			Chief Legal Officer and Corporate Secretary

FAQ

What transaction did SiriusPoint Ltd. (SPNT) complete involving Arcadian Holdings Limited?

SiriusPoint completed the sale of its entire equity stake in Arcadian Holdings Limited to Comet Bidco Limited, an acquisition vehicle of funds affiliated with Lee Equity Partners. The sale was executed under a Share Purchase Agreement dated October 3, 2025.

How much cash did SiriusPoint (SPNT) receive from the Arcadian Holdings sale?

SiriusPoint’s subsidiary received cash consideration of $140 million for selling its entire equity interest in Arcadian Holdings Limited. This amount is subject to customary post-closing adjustments typically used to true up working capital and similar items after closing.

Who were the main parties involved in SiriusPoint’s sale of Arcadian Holdings?

The seller was SiriusPoint Bermuda Insurance Company Ltd., a Bermuda exempted company and SiriusPoint subsidiary. The purchaser was Comet Bidco Limited, a Bermuda exempted company formed as an acquisition vehicle by funds affiliated with Lee Equity Partners, plus certain management sellers.

When did SiriusPoint (SPNT) close the sale of its Arcadian Holdings stake?

The transaction closed on January 30, 2026, after the earliest event reported on that same date. Closing occurred once all customary conditions were satisfied, including receiving the necessary regulatory approvals required for this type of insurance-related investment sale.

What conditions had to be met before SiriusPoint’s Arcadian Holdings sale could close?

The sale closed after satisfying customary closing conditions, including obtaining all required regulatory approvals. These conditions help ensure the buyer and seller can legally and operationally complete the transfer of SiriusPoint’s entire equity stake in Arcadian Holdings Limited.

Which SiriusPoint subsidiary sold the Arcadian Holdings equity stake?

The equity stake was sold by SiriusPoint Bermuda Insurance Company Ltd., a Bermuda exempted company. This subsidiary acted as the seller under the Share Purchase Agreement, transferring SiriusPoint’s entire equity interest in Arcadian Holdings Limited to Comet Bidco Limited.