Vault-13

BOWHEAD SPECIALTY HLDGS INC BOW

COM SHS · Common Stock · CUSIP 10240L102

124 institutional holders +36 vs Q3 2024
29,237,19529.2m shares reported held*
89.5% of all shares outstanding*
$1.0bnreported value*
37 new 57 added 17 reduced 6 sold out net bought ≈ $101.0m (+2.8m 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 ($460.4k this quarter). Holder counts are more reliable. Shares outstanding: 32.7m as of 2025-02-27, 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 ≈ $35.51.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 70Q3 24: 88Q4 24: 124124Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q2 202470
Q3 202488
Q4 2024124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 62 bought or addedQ3 24: 31 cut or sold outQ3 24Q4 24: 94 bought or addedQ4 24: 23 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q3 20246231
Q4 20249423

Biggest buyers

VICTORY CAPITAL MANAGEMENT INC Added +849,408+849.4k
WASATCH ADVISORS LP Added +452,033+452.0k
BlackRock, Inc. Added +347,800+347.8k
Polar Capital Holdings Plc Added +338,738+338.7k
GW&K Investment Management, LLC New +276,375+276.4k
Balyasny Asset Management L.P. Added +230,722+230.7k
VANGUARD GROUP INC Added +230,039+230.0k
MORGAN STANLEY Added +219,843+219.8k
PEREGRINE CAPITAL MANAGEMENT LLC Added +174,172+174.2k
NORGES BANK Added +115,936+115.9k

Biggest sellers

American Family Investments, Inc. Reduced -1,362,118-1.4m
T. Rowe Price Investment Management, Inc. Sold out -281,078-281.1k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -91,979-92.0k
NEXT CENTURY GROWTH INVESTORS LLC Reduced -70,568-70.6k
Phase 2 Partners, LLC Reduced -44,403-44.4k
Interval Partners, LP Sold out -31,405-31.4k
EMERALD MUTUAL FUND ADVISERS TRUST Reduced -28,326-28.3k
FORMULA GROWTH LTD Sold out -26,222-26.2k
TimesSquare Capital Management, LLC Reduced -25,610-25.6k
CenterBook Partners LP Sold out -16,812-16.8k

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 in Q4 2024

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
404Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 4 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 3 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20244$1.8m0——
Q3 20240—0——
Q4 20240—3$125.8m—
DateInsiderTradeSharesPrice ValueTheir holding
2024-10-25 Gallatin Point Capital LLC +3 Director · See footnotes Sold 3,178,662 $27.70 $88.0m3.2m shares -22%
2024-10-25 Botein Matthew Director · See footnotes Sold 3,178,662 $27.70 $88.0m3.2m shares -22%
2024-10-25 AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. Director Sold 1,362,285 $27.70 $37.7m1.4m shares -22%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gallatin Point Capital LLC 93.18% of their portfolio Greenwich, CT 10,968,44511.0m $389.6m $389.6m 93.18% First filing
2 American Family Investments, Inc. 8.09% of their portfolio MADISON, WI 4,700,9284.7m $167.0m $167.0m 8.09% Reduced -1.4m -1,362,118
3 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 1,508,0031.5m $53.6m $53.6m 0.05% Added +849.4k +849,408
4 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,028,3541.0m $36.5m $36.5m 0.00% Reduced -92.0k -91,979
5 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 953,549953.5k $33.9m $33.9m 0.02% Added +32.8k +32,792
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 822,108822.1k $29.2m $29.2m 0.00% Added +347.8k +347,800
7 WASATCH ADVISORS LP 0.14% of their portfolio SALT LAKE CITY, UT 812,901812.9k $28.9m $28.9m 0.14% Added +452.0k +452,033
8 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 647,182647.2k $23.0m $23.0m 0.00% Added +230.0k +230,039
9 Polar Capital Holdings Plc 0.11% of their portfolio London, X0 550,000550.0k $19.5m $19.5m 0.11% Added +338.7k +338,738
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 425,328425.3k $15.1m $15.1m 0.00% Added +219.8k +219,843
11 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 365,886365.9k $12.6m $12.6m 0.01% Added +1.2k +1,209
12 Driehaus Capital Management LLC 0.10% of their portfolio Chicago, IL 339,305339.3k $12.1m $12.1m 0.10% Added +26.5k +26,522
13 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 314,684314.7k $11.2m $11.2m 0.03% Added +230.7k +230,722
14 PEREGRINE CAPITAL MANAGEMENT LLC 0.31% of their portfolio MINNEAPOLIS, MN 295,723295.7k $10.5m $10.5m 0.31% Added +174.2k +174,172
15 GW&K Investment Management, LLC 0.08% of their portfolio BOSTON, MA 276,375276.4k $9.8m $9.8m 0.08% New
16 LORD, ABBETT & CO. LLC 0.03% of their portfolio JERSEY CITY, NJ 255,982256.0k $9.1m $9.1m 0.03% Reduced -1.9k -1,888
17 EMERALD ADVISERS, LLC 0.33% of their portfolio LEOLA, PA 240,466240.5k $8.5m $8.5m 0.33% Reduced -2.2k -2,167
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 218,642218.6k $7.8m $7.8m 0.00% Added +51.2k +51,209
19 Zimmer Partners, LP 0.13% of their portfolio NEW YORK, NY 215,000215.0k $7.6m $7.6m 0.13% Unchanged
20 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 179,656179.7k $6.4m $6.4m 0.02% Added +46.3k +46,309
21 EMERALD MUTUAL FUND ADVISERS TRUST 0.36% of their portfolio LEOLA, PA 166,007166.0k $5.9m $5.9m 0.36% Reduced -28.3k -28,326
22 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 162,240162.2k $5.8m $5.8m 0.00% Added +111.3k +111,326
23 NEXT CENTURY GROWTH INVESTORS LLC 0.42% of their portfolio PLYMOUTH, MN 157,977158.0k $5.6m $5.6m 0.42% Reduced -70.6k -70,568
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 154,961155.0k $5.5m $5.5m 0.00% Added +82.3k +82,305
25 Voleon Capital Management LP 0.41% of their portfolio BERKELEY, CA 153,543153.5k $5.5m $5.5m 0.41% First filing
26 Gillson Capital LP 0.48% of their portfolio CHICAGO, IL 151,472151.5k $5.4m $5.4m 0.48% Added +17.9k +17,900
27 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 147,486147.5k $5.2m $5.2m 0.01% Added +87.0k +86,974
28 Alberta Investment Management Corp 0.03% of their portfolio EDMONTON, A0 147,032147.0k $5.2m $5.2m 0.03% Added +57.6k +57,554
29 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 142,381142.4k $5.1m $5.1m 0.00% Added +90.0k +90,035
30 NORGES BANK 0.00% of their portfolio OSLO, Q8 135,936135.9k $4.8m $4.8m 0.00% Added +115.9k +115,936
31 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 132,814132.8k $4.7m $4.7m 0.01% Added +12.2k +12,156
32 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 120,868120.9k $4.3m $4.3m 0.00% Reduced -10.7k -10,732
33 Ghisallo Capital Management LLC 0.25% of their portfolio BOSTON, MA 120,000120.0k $4.3m $4.3m 0.25% Added +35.0k +35,000
34 Lighthouse Investment Partners, LLC 0.14% of their portfolio Palm Beach Gardens, FL 103,325103.3k $3.7m $3.7m 0.14% Added +36.1k +36,061
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 99,81399.8k $3.5m $3.5m 0.00% Added +1.2k +1,169
36 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 99,40099.4k $3.5m $3.5m 0.01% Added +37.1k +37,100
37 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 96,28596.3k $3.4m $3.4m 0.00% Added +36.5k +36,536
38 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 94,39594.4k $3.4m $3.4m 0.00% Added +760 +760
39 GILDER GAGNON HOWE & CO LLC 0.04% of their portfolio New York, NY 94,36294.4k $3.4m $3.4m 0.04% Reduced -1.4k -1,416
40 Phase 2 Partners, LLC 2.46% of their portfolio San Francisco, CA 92,29492.3k $3.3m $3.3m 2.46% Reduced -44.4k -44,403
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 91,26591.3k $3.2m $3.2m 0.00% Added +58.6k +58,627
42 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 87,05487.1k $3.1m $3.1m 0.01% New
43 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 85,61885.6k $3.0m $3.0m 0.00% Added +65.6k +65,564
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 77,33777.3k $2.7m $2.7m 0.00% Added +12.0k +12,049
45 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 74,30074.3k $2.6m $2.6m 0.01% Added +63.3k +63,300
46 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 69,63269.6k $2.5m $2.5m 0.00% Added +46.3k +46,257
47 Cinctive Capital Management LP 0.13% of their portfolio New York, NY 67,73067.7k $2.4m $2.4m 0.13% New
48 Freestone Grove Partners LP 0.03% of their portfolio San Francisco, CA 67,22367.2k $2.4m $2.4m 0.03% First filing
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 60,96361.0k $2.2m $2.2m 0.00% Added +455 +455
50 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 58,34358.3k $2.1m $2.1m 0.00% Added +41.3k +41,261
51 SEVEN GRAND MANAGERS, LLC 0.81% of their portfolio BRONXVILLE, NY 50,00050.0k $1.8m $1.8m 0.81% Unchanged
52 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 48,69948.7k $1.7m $1.7m 0.00% Added +2.7k +2,737
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,83340.8k $1.5m $1.5m 0.00% New
54 TimesSquare Capital Management, LLC 0.02% of their portfolio NEW YORK, NY 39,57639.6k $1.4m $1.4m 0.02% Reduced -25.6k -25,610
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,22637.2k $1.3m $1.3m 0.00% New
56 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 31,44731.4k $1.1m $1.1m 0.00% Added +23.3k +23,338
57 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 29,56529.6k $1.1m $1.1m 0.02% New
58 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 29,55029.6k $1.0m $1.0m 0.00% Added +19.0k +19,018
59 Swiss National Bank 0.00% of their portfolio ZURICH, V8 25,60025.6k $909.3k $909.3k 0.00% Added +7.1k +7,100
60 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 25,44325.4k $903.7k $903.7k 0.00% Added +8.2k +8,169
61 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 23,79723.8k $845.3k $845.3k 0.01% New
62 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 20,75120.8k $737.0k $737.0k 0.00% New
63 Woodline Partners LP 0.00% of their portfolio San Francisco, CA 18,61118.6k $661.1k $661.1k 0.00% Reduced -12.4k -12,389
64 PDT Partners, LLC 0.06% of their portfolio New York, NY 18,08618.1k $642.4k $642.4k 0.06% Added +5.3k +5,266
65 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 16,70016.7k $593.2k $593.2k 0.00% Added +15.4k +15,400
66 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 16,40016.4k $582.5k $582.5k 0.00% New
67 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 15,33415.3k $544.7k $544.7k 0.05% New
68 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 14,89314.9k $529.0k $529.0k 0.00% Added +5.6k +5,596
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,64412.6k $449.1k $449.1k 0.00% Added +3.8k +3,782
70 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,60112.6k $447.6k $447.6k 0.00% Added +6.0k +5,953
71 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 12,54012.5k $445.4k $445.4k 0.00% New
72 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 12,32212.3k $438.0k $438.0k 0.00% New
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 12,12612.1k $430.7k $430.7k 0.00% Added +3.3k +3,317
74 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 12,00012.0k $426.0k $426.0k 0.00% Unchanged
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,64511.6k $413.6k $413.6k 0.00% Added +6.8k +6,838
76 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 11,50911.5k $408.8k $408.8k 0.00% New
77 Boston Partners 0.00% of their portfolio BOSTON, MA 11,49911.5k $408.4k $408.4k 0.00% Reduced -9.3k -9,252
78 Legal & General Group Plc 0.00% of their portfolio London, X0 11,24311.2k $399.4k $399.4k 0.00% Added +4.5k +4,501
79 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 10,84210.8k $385.1k $385.1k 0.01% Added +5.2k +5,221
80 EntryPoint Capital, LLC 0.16% of their portfolio NEW YORK, NY 10,58510.6k $376.0k $376.0k 0.16% New
81 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 10,50010.5k $373.0k $373.0k 0.00% Unchanged
82 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 10,49810.5k $372.9k $372.9k 0.00% New
83 Sandia Investment Management LP 0.67% of their portfolio BOSTON, MA 10,00010.0k $355.2k $355.2k 0.67% New
84 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,6819.7k $344.0k $344.0k 0.00% New
85 OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio FORT LAUDERDALE, FL 9,4449.4k $335.5k $335.5k 0.06% Reduced -518 -518
86 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,2029.2k $326.9k $326.9k 0.00% Reduced -14.1k -14,145
87 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 9,0009.0k $319.7k $319.7k 0.00% New
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,0098.0k $284.5k $284.5k 0.00% New
89 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 7,7287.7k $274.5k $274.5k 0.01% New
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,6167.6k $270.5k $270.5k 0.00% New
91 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,2647.3k $258.0k $258.0k 0.00% Added +2.9k +2,855
92 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 7,2007.2k $255.7k $255.7k 0.00% Reduced -12.6k -12,570
93 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 7,0517.1k $250.5k $250.5k 0.00% New
94 Crestline Management, L.P. 0.01% of their portfolio FORT WORTH, TX 6,7166.7k $238.6k $238.6k 0.01% New
95 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,5876.6k $234.0k $234.0k 0.00% Added +2.6k +2,625
96 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 6,5606.6k $233.0k $233.0k 0.00% New
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,4656.5k $229.6k $229.6k 0.00% Added +3.4k +3,438
98 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 6,3006.3k $223.8k $223.8k 0.00% New
99 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 5,7875.8k $205.6k $205.6k 0.00% Added +1.9k +1,926
100 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 5,6095.6k $199.2k $199.2k 0.00% New