BOWHEAD SPECIALTY HLDGS INC BOW
COM SHS · Common Stock · CUSIP 10240L102
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* 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 ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 32.8m as of 2025-07-31, 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 ≈ $37.53.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 70 |
| Q3 2024 | 88 |
| Q4 2024 | 124 |
| Q1 2025 | 147 |
| Q2 2025 | 150 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 62 | 31 |
| Q4 2024 | 94 | 23 |
| Q1 2025 | 89 | 46 |
| Q2 2025 | 87 | 66 |
Biggest buyers
| VANGUARD GROUP INC | Added | +350.4k |
| American Family Investments, Inc. | Added | +323.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +197.2k |
| Philadelphia Financial Management of San Francisco, LLC | New | +162.2k |
| TWO SIGMA ADVISERS, LP | Added | +132.8k |
| WELLINGTON MANAGEMENT GROUP LLP | New | +107.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +98.4k |
| MORGAN STANLEY | Added | +95.7k |
| Y-Intercept (Hong Kong) Ltd | New | +90.9k |
| DAVENPORT & Co LLC | New | +88.2k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -434.3k |
| Balyasny Asset Management L.P. | Reduced | -160.3k |
| WASATCH ADVISORS LP | Reduced | -148.8k |
| Alberta Investment Management Corp | Sold out | -147.0k |
| LORD, ABBETT & CO. LLC | Sold out | -129.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -116.7k |
| Global IMC LLC | Sold out | -105.9k |
| SOROS FUND MANAGEMENT LLC | Sold out | -96.3k |
| GILDER GAGNON HOWE & CO LLC | Sold out | -89.3k |
| Alyeska Investment Group, L.P. | Reduced | -88.4k |
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.
| Holder | Stake |
|---|---|
| Gallatin Point Capital LLC 13G · exempt (held before listing) -6.2 pts · filed 2025-11-14 | 27.4% |
| AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 13G · exempt (held before listing) +0.8 pts · filed 2025-08-04 | 15.2% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-02-13 | 5.6% |
| VICTORY CAPITAL MANAGEMENT INC 13G · institution new · filed 2026-07-24 | 5.4% |
| GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-10-06 | 5.2% |
Insider purchases and sales in Q2 2025
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 4 | $1.8m | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 3 | $125.8m | — |
| Q1 2025 | 1 | $49.9k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Gallatin Point Capital LLC 92.30% of their portfolio | 11.0m $411.6m | Unchanged |
| American Family Investments, Inc. 10.30% of their portfolio | 5.0m $188.5m | Added +323.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $41.4m | Added +350.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 988.5k $37.1m | Reduced -434.3k |
| BlackRock, Inc. 0.00% of their portfolio | 980.1k $36.8m | Reduced -84.2k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 815.2k $30.6m | Added +12.8k |
| Polar Capital Holdings Plc 0.12% of their portfolio | 625.0k $23.5m | Added +75.0k |
| WASATCH ADVISORS LP 0.12% of their portfolio | 592.6k $22.2m | Reduced -148.8k |
| MORGAN STANLEY 0.00% of their portfolio | 500.7k $18.8m | Added +95.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 447.5k $16.8m | Added +197.2k |
| Driehaus Capital Management LLC 0.11% of their portfolio | 382.5k $14.4m | Added +71.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 381.8k $14.2m | Added +2.2k |
| BESSEMER GROUP INC 0.02% of their portfolio | 322.4k $12.1m | Added +19.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 302.5k $11.4m | Added +98.4k |
| STATE STREET CORP 0.00% of their portfolio | 299.5k $11.2m | Added +59.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 279.7k $10.5m | Added +4.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 278.5k $10.5m | Reduced -4.4k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 252.4k $9.5m | Added +132.8k |
| GW&K Investment Management, LLC 0.08% of their portfolio | 245.9k $9.2m | Reduced -24.8k |
| EMERALD ADVISERS, LLC 0.34% of their portfolio | 244.9k $9.2m | Added +9.0k |
| Zimmer Partners, LP 0.18% of their portfolio | 215.0k $8.1m | Unchanged |
| MARSHALL WACE, LLP 0.01% of their portfolio | 197.9k $7.4m | Reduced -16.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 189.1k $7.1m | Reduced -116.7k |
| Philadelphia Financial Management of San Francisco, LLC 1.35% of their portfolio | 162.2k $6.1m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.37% of their portfolio | 161.8k $6.1m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 158.3k $5.9m | Added +7.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.44% of their portfolio | 153.4k $5.8m | Reduced -4.0k |
| Voleon Capital Management LP 0.30% of their portfolio | 148.0k $5.6m | Reduced -45.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 132.0k $5.0m | Reduced -789 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 130.5k $4.9m | Added +7.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 107.4k $4.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 107.3k $4.0m | Reduced -10.1k |
| Ghisallo Capital Management LLC 0.10% of their portfolio | 100.0k $3.8m | Reduced -20.0k |
| BARCLAYS PLC 0.00% of their portfolio | 93.9k $3.5m | Added +12.8k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 91.3k $3.4m | Reduced -88.4k |
| Y-Intercept (Hong Kong) Ltd 0.08% of their portfolio | 90.9k $3.4m | New |
| DAVENPORT & Co LLC 0.02% of their portfolio | 88.2k $3.3m | New |
| Lighthouse Investment Partners, LLC 0.14% of their portfolio | 87.6k $3.3m | Added +25.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 85.2k $3.2m | Added +2.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 84.4k $3.2m | Added +52.9k |
| Triasima Portfolio Management inc. 0.56% of their portfolio | 81.7k $3.1m | Added +61.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 77.8k $2.9m | Added +62.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 74.6k $2.8m | Added +6.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 72.2k $2.7m | Reduced -49.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 68.5k $2.6m | Added +16.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 66.2k $2.5m | Reduced -11.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 66.2k $2.5m | New |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 65.5k $2.5m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 58.2k $2.2m | Reduced -160.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 53.6k $2.0m | Reduced -91 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 53.3k $2.0m | Added +3.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 51.8k $1.9m | Reduced -34.8k |
| SEVEN GRAND MANAGERS, LLC 0.23% of their portfolio | 50.0k $1.9m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 49.8k $1.9m | New |
| Knights of Columbus Asset Advisors LLC 0.11% of their portfolio | 48.6k $1.8m | Added +14.5k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 47.4k $1.8m | Reduced -48.3k |
| Engineers Gate Manager LP 0.02% of their portfolio | 46.8k $1.8m | Added +18.6k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 43.4k $1.6m | New |
| Jump Financial, LLC 0.02% of their portfolio | 42.6k $1.6m | Added +33.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 39.8k $1.5m | Added +38 |
| PDT Partners, LLC 0.08% of their portfolio | 38.1k $1.4m | Added +11.5k |
| Riverwater Partners LLC 0.64% of their portfolio | 36.5k $1.4m | Reduced -11 |
| Quantbot Technologies LP 0.03% of their portfolio | 36.0k $1.4m | Added +20.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 33.4k $1.3m | Reduced -72.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 31.3k $1.2m | Reduced -21.7k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 29.5k $1.1m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 27.8k $1.0m | Added +21.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 25.4k $952.4k | Reduced -29.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 25.2k $947.0k | Added +8.3k |
| Swiss National Bank 0.00% of their portfolio | 25.0k $938.2k | Reduced -600 |
| WINTON GROUP Ltd 0.05% of their portfolio | 24.3k $913.7k | New |
| Capitolis Liquid Global Markets LLC 0.01% of their portfolio | 23.8k $893.2k | Unchanged |
| DARK FOREST CAPITAL MANAGEMENT LP 0.03% of their portfolio | 23.0k $862.3k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 22.2k $832.3k | New |
| Nuveen, LLC 0.00% of their portfolio | 22.1k $829.4k | Reduced -44.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 21.5k $808.0k | Added +9.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.4k $802.2k | Reduced -10.0k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 21.0k $788.0k | Added +4.0k |
| NORGES BANK 0.00% of their portfolio | 20.0k $750.6k | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 19.7k $737.6k | New |
| Cynosure Group, LLC 0.08% of their portfolio | 19.4k $728.1k | New |
| Woodline Partners LP 0.00% of their portfolio | 18.8k $706.3k | Added +4.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 17.5k $656.0k | Added +3.0k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 17.5k $655.0k | Added +11.4k |
| Cinctive Capital Management LP 0.03% of their portfolio | 16.6k $623.9k | Added +3.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 15.9k $596.7k | New |
| Boston Partners 0.00% of their portfolio | 15.9k $595.1k | Added +6.8k |
| STRS OHIO 0.00% of their portfolio | 15.6k $585.5k | Added +500 |
| Legal & General Group Plc 0.00% of their portfolio | 14.8k $557.3k | Added +3.2k |
| UBS Group AG 0.00% of their portfolio | 14.1k $528.1k | Reduced -12.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 12.2k $459.2k | Added +110 |
| MONECO ADVISORS, LLC 0.04% of their portfolio | 11.9k $448.3k | Reduced -7.6k |
| Invesco Ltd. 0.00% of their portfolio | 11.7k $440.0k | Added +3.8k |
| Petrus Trust Company, LTA 0.05% of their portfolio | 11.7k $439.9k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 11.7k $437.9k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 11.4k $428.0k | Added +819 |
| Verition Fund Management LLC 0.00% of their portfolio | 11.2k $420.0k | Reduced -7.5k |
| Rathbones Group PLC 0.00% of their portfolio | 10.5k $394.1k | Unchanged |
| Integrated Quantitative Investments LLC 0.10% of their portfolio | 9.5k $356.6k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.5k $355.6k | Unchanged |