BOW — BOWHEAD SPECIALTY HLDGS INC

Ownership history in Phase 2 Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Phase 2 Partners, LLC reported a position in BOWHEAD SPECIALTY HLDGS INC (BOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.46% (2024 Q4)
Avg. % of fund
2.21%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 92,294 -44,403 -32.5% 2.46% $3.3M $35.52
2024 Q3 ADDED 136,697 +11,648 +9.3% 2.26% $3.8M $28.01
2024 Q2 INITIATED 125,049 — — 1.91% $3.2M —
% of Fund (quarterly)    BOW price (monthly, adj. close)

Other funds also holding BOW

As of 2025 Q4 — sorted by position size

American Family Investments, Inc. 4.83% Gillson Capital LP 3Y 7Y 0.74% Riverwater Partners LLC 3Y 0.4% New England Capital Financial Advisors LLC 3Y 0.22% Lighthouse Investment Partners, LLC 3Y 0.2% Zimmer Partners, LP 3Y 7Y 0.16% Polar Capital Holdings Plc 3Y 0.14% FJ Capital Management LLC 3Y 7Y 0.12% WASATCH ADVISORS LP 3Y 7Y 0.12% Knights of Columbus Asset Advisors LLC 3Y 7Y 0.11%
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