Ownership history in WASATCH ADVISORS LP Β· 7 quarters on record
This page tracks every 13F SEC filing in which WASATCH ADVISORS LP 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 β sourced directly from SEC EDGAR 13F filings.
π WASATCH ADVISORS LP underperformed the S&P 500 by β6.9% annually on this BOW position. Timing score: 100% (5/5 decisions correct). Average cost basis: $33.44. Maximum drawdown during holding period: β33.5%.
β Significantly underperformed the S&P 500 by 6.9% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $27.04 (2025 Q3) Β· Worst: $35.52 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size