BOW β€” BOWHEAD SPECIALT

Ownership history in MARSHALL WACE, LLP  Β·  5 quarters on record

AI Ownership Summary

MARSHALL WACE, LLP reported BOWHEAD SPECIALT (BOW) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BOW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL WACE, LLP's position in BOWHEAD SPECIALT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BOW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL WACE, LLP held BOW β€” position size vs. price
% of Fund (quarterly)    BOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 26,944 -170,912 -86.4% 0.00% $729K 2025-11-13 $27.32
2025 Q2 REDUCED 197,856 -16,628 -7.8% 0.01% $7.4M 2025-08-13 $31.24
2025 Q1 ADDED 214,484 +144,852 +208.0% 0.01% $8.7M 2025-05-15 $38.81
2024 Q4 ADDED 69,632 +46,257 +197.9% 0.00% $2.5M 2025-02-13 $32.83
2024 Q3 INITIATED 23,375 β€” β€” 0.00% $655K 2024-11-14 $33.62

FAQ About MARSHALL WACE, LLP and BOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL WACE, LLP reported owning BOW?

MARSHALL WACE, LLP reported BOW across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BOW position in MARSHALL WACE, LLP's portfolio?

The largest reported portfolio weight for BOW was 0.01% in 2025 Q1.

What is the latest reported BOW position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL WACE, LLP reported 26,944 shares, equal to 0.00% of portfolio, with an estimated market value of $729K.

What does the chart on this BOW ownership page compare?

The chart compares MARSHALL WACE, LLP's quarterly BOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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