Vault-13

BOWHEAD SPECIALTY HLDGS INC BOW

COM SHS · Common Stock · CUSIP 10240L102

174 institutional holders +21 vs Q1 2026
30,465,25830.5m shares reported held*
92.5% of all shares outstanding*
$911.8mreported value*
38 new 65 added 42 reduced 17 sold out net bought ≈ $6.8m (+228.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.1m this quarter). Holder counts are more reliable. Shares outstanding: 32.9m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.93.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q2 24: 70Q3 24: 88Q4 24: 124Q1 25: 147Q2 25: 150Q3 25: 157Q4 25: 165Q1 26: 153Q2 26: 174174Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202470
Q3 202488
Q4 2024124
Q1 2025147
Q2 2025150
Q3 2025157
Q4 2025165
Q1 2026153
Q2 2026174

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 62 bought or addedQ3 24: 31 cut or sold outQ4 24: 94 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 89 bought or addedQ1 25: 46 cut or sold outQ2 25: 87 bought or addedQ2 25: 66 cut or sold outQ2 25Q3 25: 94 bought or addedQ3 25: 65 cut or sold outQ4 25: 108 bought or addedQ4 25: 64 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 96 cut or sold outQ2 26: 103 bought or addedQ2 26: 59 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246231
Q4 20249423
Q1 20258946
Q2 20258766
Q3 20259465
Q4 202510864
Q1 20266296
Q2 202610359

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $916.3kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$916.3k—
Q2 2026$0$0—

Biggest buyers

SILVERCREST ASSET MANAGEMENT GROUP LLC New +551,821+551.8k
VICTORY CAPITAL MANAGEMENT INC Added +187,840+187.8k
BlackRock, Inc. Added +139,560+139.6k
Nuveen, LLC Added +111,942+111.9k
AMERICAN CENTURY COMPANIES INC Added +111,404+111.4k
AQR CAPITAL MANAGEMENT LLC Added +100,046+100.0k
WASATCH ADVISORS LP Added +78,209+78.2k
Mariner, LLC Added +71,087+71.1k
Creative Planning Added +69,847+69.8k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +67,149+67.1k

Biggest sellers

Gillson Capital LP Reduced -261,000-261.0k
Zimmer Partners, LP Sold out -209,800-209.8k
FIRST TRUST ADVISORS LP Sold out -172,305-172.3k
Qube Research & Technologies Ltd Reduced -164,183-164.2k
Woodline Partners LP Sold out -140,688-140.7k
Balyasny Asset Management L.P. Reduced -132,756-132.8k
CITADEL ADVISORS LLC Reduced -131,387-131.4k
MILLENNIUM MANAGEMENT LLC Reduced -123,754-123.8k
PICTON MAHONEY ASSET MANAGEMENT Reduced -108,432-108.4k
TWO SIGMA INVESTMENTS, LP Reduced -103,571-103.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Gallatin Point Capital LLC 13G · exempt (held before listing) -6.2 pts · filed 2025-11-14 27.4% -6.2 pts 9.0m≈ $268.4m 2025-11-14
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 13G · exempt (held before listing) +0.8 pts · filed 2025-08-04 15.2% +0.8 pts 5.0m≈ $150.4m 2025-08-04
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-02-13 5.6% new 1.8m≈ $54.7m 2026-02-13
VICTORY CAPITAL MANAGEMENT INC 13G · institution new · filed 2026-07-24 5.4% new 1.8m≈ $53.0m 2026-07-24
GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-10-06 5.2% new 1.7m≈ $50.8m 2026-10-06

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 3 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 2 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—3$125.8m—
Q1 20251$49.9k0——
Q2 20250—0——
Q3 20250—2$61.3m—
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gallatin Point Capital LLC 80.78% of their portfolio Greenwich, CT 8,968,4459.0m $268.4m $268.4m 80.78% Unchanged
2 American Family Investments, Inc. 2.54% of their portfolio MADISON, WI 4,700,7614.7m $140.7m $140.7m 2.54% Unchanged
3 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 2,081,0722.1m $62.3m $62.3m 0.03% Added +111.4k +111,404
4 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 1,729,4901.7m $51.8m $51.8m 0.03% Added +187.8k +187,840
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,552,1671.6m $46.5m $46.5m 0.00% Added +139.6k +139,560
6 Polar Capital Holdings Plc 0.13% of their portfolio London, X0 1,500,0001.5m $44.9m $44.9m 0.13% Unchanged
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 834,303834.3k $25.0m $25.0m 0.00% Added +5.9k +5,881
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.11% of their portfolio NEW YORK, NY 551,821551.8k $16.5m $16.5m 0.11% New
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 455,139455.1k $13.6m $13.6m 0.00% Added +33.9k +33,892
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 436,205436.2k $13.1m $13.1m 0.00% Added +22.3k +22,275
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 427,643427.6k $12.8m $12.8m 0.00% Added +30.7k +30,663
12 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 418,809418.8k $12.6m $12.6m 0.01% Added +67.1k +67,149
13 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 415,153415.2k $12.4m $12.4m 0.01% Reduced -103.6k -103,571
14 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 350,807350.8k $10.5m $10.5m 0.00% Reduced -34.3k -34,321
15 WASATCH ADVISORS LP 0.07% of their portfolio SALT LAKE CITY, UT 348,437348.4k $10.4m $10.4m 0.07% Added +78.2k +78,209
16 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 304,318304.3k $9.1m $9.1m 0.00% Added +47.7k +47,673
17 DAVENPORT & Co LLC 0.05% of their portfolio RICHMOND, VA 294,801294.8k $8.8m $8.8m 0.05% Unchanged
18 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 251,475251.5k $7.5m $7.5m 0.01% Reduced -164.2k -164,183
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 204,489204.5k $6.1m $6.1m 0.00% Added +15.0k +14,967
20 GW&K Investment Management, LLC 0.05% of their portfolio BOSTON, MA 194,670194.7k $5.8m $5.8m 0.05% Reduced -5.1k -5,143
21 Gillson Capital LP 0.31% of their portfolio CHICAGO, IL 175,236175.2k $5.2m $5.2m 0.31% Reduced -261.0k -261,000
22 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 171,075171.1k $5.1m $5.1m 0.00% Added +100.0k +100,046
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 169,658169.7k $5.1m $5.1m 0.00% Added +111.9k +111,942
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 166,590166.6k $5.0m $5.0m 0.00% Added +15.3k +15,311
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 166,251166.3k $5.0m $5.0m 0.00% Reduced -73.1k -73,097
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 146,274146.3k $4.4m $4.4m 0.00% Added +3.8k +3,765
27 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 145,820145.8k $4.4m $4.4m 0.00% Reduced -27.5k -27,513
28 Alyeska Investment Group, L.P. 0.01% of their portfolio CHICAGO, IL 141,282141.3k $4.2m $4.2m 0.01% Unchanged
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 128,311128.3k $3.8m $3.8m 0.00% Added +69.8k +69,847
30 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 118,676118.7k $3.6m $3.6m 0.01% Reduced -12.2k -12,156
31 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 116,229116.2k $3.5m $3.5m 0.00% Reduced -13.8k -13,831
32 Knights of Columbus Asset Advisors LLC 0.16% of their portfolio NEW HAVEN, CT 107,509107.5k $3.2m $3.2m 0.16% Added +38.0k +38,013
33 PICTON MAHONEY ASSET MANAGEMENT 0.03% of their portfolio Toronto, A6 103,827103.8k $3.1m $3.1m 0.03% Reduced -108.4k -108,432
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 97,88197.9k $2.9m $2.9m 0.00% Added +71.1k +71,087
35 ADVISORY RESEARCH INC 0.29% of their portfolio CHICAGO, IL 96,76896.8k $2.9m $2.9m 0.29% Added +63.0k +63,048
36 NORGES BANK 0.00% of their portfolio OSLO, Q8 95,70095.7k $2.9m $2.9m 0.00% Not comparable
37 Steelhead Wealth Management LLC 1.15% of their portfolio GLEN ALLEN, VA 95,56995.6k $2.9m $2.9m 1.15% Unchanged
38 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 93,90793.9k $2.8m $2.8m 0.05% Added +4.8k +4,816
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 87,81087.8k $2.6m $2.6m 0.00% Reduced -90.8k -90,827
40 Lighthouse Investment Partners, LLC 0.07% of their portfolio Palm Beach Gardens, FL 73,97874.0k $2.2m $2.2m 0.07% Reduced -33.9k -33,851
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 72,62972.6k $2.2m $2.2m 0.00% Reduced -131.4k -131,387
42 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 68,90768.9k $2.1m $2.1m 0.01% Added +4.8k +4,816
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 66,43266.4k $2.0m $2.0m 0.00% Added +9.5k +9,539
44 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 58,76758.8k $1.8m $1.8m 0.00% Reduced -123.8k -123,754
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 58,56258.6k $1.8m $1.8m 0.00% Added +5.8k +5,840
46 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 57,26557.3k $1.7m $1.7m 0.00% Added +20.8k +20,828
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 53,70453.7k $1.6m $1.6m 0.00% Added +9.9k +9,876
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 52,62652.6k $1.6m $1.6m 0.00% Added +4.4k +4,355
49 Cox Capital Mgt LLC 0.85% of their portfolio ANDOVER, MA 50,98151.0k $1.5m $1.5m 0.85% Added +1.2k +1,174
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,78449.8k $1.5m $1.5m 0.00% Reduced -9.3k -9,303
51 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 48,10048.1k $1.4m $1.4m 0.00% Reduced -5.3k -5,300
52 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 46,06646.1k $1.4m $1.4m 0.01% New
53 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 41,63741.6k $1.2m $1.2m 0.00% Reduced -23.7k -23,679
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,27540.3k $1.2m $1.2m 0.00% Added +1.1k +1,116
55 NORDEN GROUP LLC 0.09% of their portfolio PROVO, UT 38,22538.2k $1.1m $1.1m 0.09% New
56 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 36,39936.4k $1.1m $1.1m 0.01% New
57 Swiss National Bank 0.00% of their portfolio ZURICH, V8 35,50035.5k $1.1m $1.1m 0.00% Unchanged
58 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 34,28234.3k $1.0m $1.0m 0.01% Added +22.6k +22,565
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,86433.9k $1.0m $1.0m 0.00% Added +4.9k +4,888
60 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 33,42533.4k $1.0m $1.0m 0.02% Unchanged
61 Sterling Capital Management LLC 0.02% of their portfolio CHARLOTTE, NC 32,76032.8k $980.5k $980.5k 0.02% Added +32.6k +32,645
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 31,72131.7k $949.4k $949.4k 0.00% Added +25.2k +25,246
63 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 29,53429.5k $884.0k $884.0k 0.00% Added +722 +722
64 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 28,95028.9k $866.5k $866.5k 0.02% Reduced -5.4k -5,351
65 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 28,22728.2k $844.8k $844.8k 0.00% Reduced -31.2k -31,175
66 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 28,00028.0k $838.0k $838.0k 0.00% Unchanged
67 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 27,42927.4k $821.0k $821.0k 0.00% New
68 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,98126.0k $777.6k $777.6k 0.00% Reduced -1.8k -1,802
69 FMR LLC 0.00% of their portfolio BOSTON, MA 24,66024.7k $738.1k $738.1k 0.00% Added +17.4k +17,360
70 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,92323.9k $716.0k $716.0k 0.00% New
71 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.00% of their portfolio NEW YORK, NY 23,80023.8k $712.3k $712.3k 0.00% Unchanged
72 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 22,51522.5k $673.9k $673.9k 0.00% Added +2.8k +2,759
73 DRIVE WEALTH MANAGEMENT, LLC 0.12% of their portfolio LEHI, UT 22,51022.5k $673.7k $673.7k 0.12% New
74 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 22,20922.2k $664.7k $664.7k 0.00% Added +2.6k +2,605
75 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 22,14122.1k $668.2k $668.2k 0.00% Added +2.2k +2,241
76 Boston Partners 0.00% of their portfolio BOSTON, MA 21,66821.7k $648.5k $648.5k 0.00% Reduced -2.7k -2,738
77 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 21,55221.6k $645.1k $645.1k 0.00% Reduced -617 -617
78 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 21,52421.5k $644.0k $644.0k 0.00% Reduced -3.7k -3,706
79 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,95921.0k $627.3k $627.3k 0.00% New
80 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 20,19720.2k $604.5k $604.5k 0.00% Added +3.1k +3,109
81 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 20,10020.1k $450.8k $450.8k 0.00% Added +1.8k +1,788
82 New England Capital Financial Advisors LLC 0.14% of their portfolio MERIDEN, CT 19,87619.9k $594.9k $594.9k 0.14% Unchanged
83 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,00019.0k $568.7k $568.7k 0.00% New
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 18,35418.4k $549.3k $549.3k 0.00% Added +2.7k +2,664
85 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,33316.3k $488.9k $488.9k 0.00% New
86 Dockside LLC 0.11% of their portfolio NEW YORK, NY 16,32616.3k $488.6k $488.6k 0.11% New
87 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 15,04315.0k $450.2k $450.2k 0.00% Reduced -973 -973
88 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 14,93714.9k $447.1k $447.1k 0.00% Added +1.5k +1,513
89 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,47614.5k $433.3k $433.3k 0.00% Added +457 +457
90 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 14,31914.3k $428.6k $428.6k 0.00% New
91 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 14,24814.2k $426.5k $426.5k 0.00% New
92 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 14,05814.1k $420.8k $420.8k 0.01% New
93 Legal & General Group Plc 0.00% of their portfolio London, X0 13,80113.8k $413.1k $413.1k 0.00% Reduced -1.1k -1,107
94 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,36813.4k $400.1k $400.1k 0.00% New
95 Voleon Capital Management LP 0.01% of their portfolio BERKELEY, CA 13,25013.2k $396.6k $396.6k 0.01% Reduced -7.7k -7,744
96 VARCOV Co. 0.15% of their portfolio DARIEN, CT 12,95913.0k $387.9k $387.9k 0.15% Reduced -4.8k -4,762
97 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 12,92512.9k $386.8k $386.8k 0.00% Added +3.1k +3,075
98 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 12,75112.8k $381.6k $381.6k 0.00% Reduced -43.8k -43,798
99 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 11,83411.8k $354.2k $354.2k 0.00% Unchanged
100 Linden Thomas Advisory Services, LLC 0.03% of their portfolio Charlotte, NC 10,97311.0k $328.4k $328.4k 0.03% Reduced -99 -99