Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bowhead Specialty Hldgs Inc (BOW)

149 + Investors. Track Smart Money conviction in BOW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — BOW

Based on 150 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BOW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
150 funds currently hold this stock — 92% of the 3.0-year high of 163 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

68 buying95 selling
Last quarter: 95 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 30 → 35 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 25% long-term, 32% new

■ 25% conviction (2yr+) ■ 43% medium ■ 32% new
Of the 150 current holders: 37 (25%) held >2 years, 65 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +0%, value -23%

Value
-23%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~26 new funds/quarter

39 → 29 → 30 → 35 → 26 new funds/Q
New funds entering each quarter: 29 → 30 → 35 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 43% new entrants

■ 27% veterans ■ 30% 1-2yr ■ 43% new
Of 150 current holders: 41 (27%) held 2+ years, 45 held 1–2 years, 64 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
36 of 149 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BOW

In 2026 Q1, 68 hedge funds were net buyers of BOW (26 opened a new position, 42 added to an existing one), while 95 reduced or exited (56 trimmed, 39 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in BOW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 150.

Hedge Fund Ownership: BOW

How many hedge funds hold BOW — quarterly history vs. share price
Quarterly hedge fund ownership of BOW vs. share price

Market Analysis: BOW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bowhead Specialty Hldgs Inc (BOW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BOW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
BOW
+22.7%
XLF
+1220.3%

BOW outperformed XLF by -1197.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BOW
-2.6%
XLF
+4.8%

Since the filing became public, BOW outperformed XLF by -7.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BOW
149 + Investors

Track Smart Money conviction in BOW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 149 163 -8.59%
13F Shares 30M 30M -0.05%
Total Value $658M $859M -23.34%
New Positions 26 35 -9
Increased Positions 41 72 -31
Closed Positions 40 26 +14
Reduced Positions 56 38 +18
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOW

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

149 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BOW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gallatin Point Capital LLC 84.49% 8,968,445 $201.2M
2 American Family Investments, Inc. 2.77% 4,700,761 $105.4M
3 Cox Capital Mgt LLC 0.74% 49,807 $1.1M
4 Dockside LLC 0.23% 40,850 $916K
5 VARCOV Co. 0.15% 17,721 $397K
6 New England Capital Financial Advisors LLC 0.12% 19,876 $446K
7 Polar Capital Holdings Plc 0.12% 1,500,000 $33.6M
8 Zimmer Partners, LP 0.11% 209,800 $4.7M
9 Advisory Research Inc 0.09% 33,720 $756K
10 Knights of Columbus Asset Advisors LLC 0.09% 69,496 $1.6M
11 Lighthouse Investment Partners, LLC 0.08% 107,829 $2.4M
12 Seven Grand Managers, LLC 0.06% 37,500 $841K
13 Wasatch Advisors LP 0.04% 270,228 $6.1M
14 Bridgeway Capital Management, LLC 0.04% 89,091 $2.0M
15 DAVENPORT & Co LLC 0.04% 294,801 $6.6M
16 Picton Mahoney Asset Management 0.04% 212,259 $4.8M
17 Susquehanna Fundamental Investments, LLC 0.03% 34,301 $769K
18 Linden Thomas Advisory Services, LLC 0.02% 11,072 $248K
19 American Century Companies Inc 0.02% 1,969,668 $44.2M
20 Victory Capital Management Inc 0.02% 1,541,650 $34.6M
21 Martingale Asset Management L P 0.02% 33,425 $750K
22 State of Wyoming 0.02% 7,046 $158K
23 Langdon Equity Partners 0.02% 1,034 $23K
24 Y-Intercept (Hong Kong) Ltd 0.02% 39,403 $884K
25 Two Sigma Advisers, LP 0.01% 237,600 $6.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bowhead Specialty Hldgs Inc (BOW)

What does the Smart Money Trend signal show for BOW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BOW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BOW?

More sellers than buyers — 42% buying: Last quarter: 95 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BOW holders?

Strong quality — 24% AUM from major funds: 36 of 149 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BOW?

Mixed — 25% long-term, 32% new: Of the 150 current holders: 37 (25%) held >2 years, 65 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Bowhead Specialty Hldgs Inc (BOW) following the 2026 Q1 hedge fund 13F filings?

As of today, BOW has moved -2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -7.4%. Since the quarter end (March 31, 2026), BOW has gained +22.7% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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