40% buyers of institutions opening or closing positions this quarter
14 more exits than new buyers, ownership fell 20.36 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
40% buyers of institutions opening or closing positions this quarter
71.4% institutional ownership
Gallatin Point Capital portfolio allocation
Institutional ownership vs Insurance - Property & Casualty peers
No Form 4 insider transactions on file
Latest positioning in BOW across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BOW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Gallatin Point Capital LLC | 9.0M | $201.2M | 0.0% | 27.311% | 84.49% |
| 2 | American Family Investments, Inc. | 4.7M | $105.4M | 0.0% | 14.315% | 2.77% |
| 3 | AMERICAN CENTURY COMPANIES INC | 2.0M | $44.2M | +7.8% | 5.998% | 0.02% |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $34.6M | -1.5% | 4.695% | 0.02% |
| 5 | Polar Capital Holdings Plc | 1.5M | $33.6M | +22.4% | 4.568% | 0.12% |
| 6 | BlackRock, Inc. | 1.4M | $31.7M | -4.7% | 4.302% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 828K | $18.6M | β | 2.523% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 519K | $11.6M | +55.3% | 1.580% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 421K | $9.5M | -9.6% | 1.283% | 0.00% |
| 10 | Qube Research & Technologies Ltd | 416K | $9.3M | +66.4% | 1.266% | 0.01% |
| 11 | MORGAN STANLEY | 414K | $9.3M | -6.0% | 1.260% | 0.00% |
| 12 | STATE STREET CORP | 397K | $8.9M | +4.8% | 1.209% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 385K | $8.6M | β | 1.173% | 0.00% |
| 14 | SCHRODER INVESTMENT MANAGEMENT GROUP | 352K | $7.8M | +21.4% | 1.071% | 0.01% |
| 15 | DAVENPORT & Co LLC | 295K | $6.6M | +7.3% | 0.898% | 0.04% |
| 16 | WASATCH ADVISORS INC | 270K | $6.1M | -62.6% | 0.823% | 0.04% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 257K | $5.8M | +61.3% | 0.782% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 239K | $5.4M | +25.8% | 0.729% | 0.00% |
| 19 | PICTON MAHONEY ASSET MANAGEMENT | 212K | $4.8M | β | 0.646% | 0.04% |
| 20 | Zimmer Partners, LP | 210K | $4.7M | -2.4% | 0.639% | 0.11% |
| 21 | CITADEL ADVISORS LLC | 204K | $4.6M | +44.2% | 0.621% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 183K | $4.1M | +38.0% | 0.556% | 0.00% |
| 23 | Russell Investments Group, Ltd. | 173K | $3.9M | +31.8% | 0.528% | 0.00% |
| 24 | FIRST TRUST ADVISORS LP | 172K | $3.9M | +374.0% | 0.525% | 0.00% |
| 25 | NORTHERN TRUST CORP | 151K | $3.4M | -2.3% | 0.461% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BOW β a direct measure of their conviction.
Filings activity in BOW during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BOW position in Q1 2026
Institutions that fully closed their BOW position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 149 | 8.6% | 71.39% | 20.36 pp | $651M | 22% |
| Q4 2025 | 163 | +5.8% | 91.75% | +4.99 pp | $836M | +5.8% |
| Q3 2025 | 154 | +2.7% | 86.76% | 32.16 pp | $791M | 27% |
| Q2 2025 | 150 | +2.7% | 118.92% | 7.58 pp | $1.08B | 6.0% |
| Q1 2025 | 146 | +19% | 126.50% | +19.79 pp | $1.15B | +19% |
| Q4 2024 | 123 | +43% | 106.71% | +65.81 pp | $973M | +161% |
| Q3 2024 | 86 | +25% | 40.90% | +22.86 pp | $373M | +127% |
| Q2 2024 | 69 | β | 18.04% | β | $164M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for BOW.
Quick answers to the most common questions about buying BOW stock.
Based on Q1 2026 13F filings, institutional ownership of Bowhead Specialty Holdings Inc. stands at 71.4%, held across 149 reporting institutions.
Gallatin Point Capital LLC is the largest reported institutional holder of BOW, with approximately 8,968,445 shares worth $0.20B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BOW, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for BOW is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in BOW during Q1 2026, while 42 fully exited. 19 added to existing positions and 100 trimmed.
BOW institutional ownership fell by 20.36 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 76.8% of all reported 13F value in BOW, and the top 25 account for 90.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.