Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BOWHEAD SPECIALTY HLDGS INC (BOW)

158 + 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
↑ +9
Streak
7Q ▲
Buyers last Q
63%

Smart Money Signals — BOW

Based on 158 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added BOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
158 hedge funds hold BOW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

106 buying63 selling
Last quarter: 106 funds were net buyers (35 opened a brand new position + 71 added to an existing one). Only 63 were sellers (37 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 29 → 30 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 33% new

■ 28% conviction (2yr+) ■ 39% medium ■ 33% new
Of the 158 current holders: 44 (28%) held >2 years, 62 held 1–2 years, and 52 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.
➡️

Steady discovery — ~35 new funds/quarter

38 → 37 → 29 → 30 → 35 new funds/Q
New funds entering each quarter: 37 → 29 → 30 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 47% new entrants

■ 30% veterans ■ 22% 1-2yr ■ 47% new
Of 158 current holders: 48 (30%) held 2+ years, 35 held 1–2 years, 75 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
29 of 158 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2025 Q4, 106 hedge funds were net buyers of BOW (35 opened a new position, 71 added to an existing one), while 63 reduced or exited (37 trimmed, 26 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in BOW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 158.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BOW
2026 Q1 Stats Unlock in 5 days 158 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 158 149 6.04%
13F Shares 21M 21M 3.06%
Total Value $602M $556M 8.24%
New Positions 35 30 +5
Increased Positions 71 60 +11
Closed Positions 26 24 +2
Reduced Positions 37 40 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOW

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Financial Highlights

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Institutional Holders (2026 Q1)

158 + 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 institutional holders of BOW — 2025 Q4 · 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 Gillson Capital LP 0.80% 436,236 $10K
4 Cox Capital Mgt LLC 0.74% 49,807 $1.1M
5 Dockside LLC 0.23% 40,850 $916K
6 VARCOV Co. 0.15% 17,721 $397K
7 New England Capital Financial Advisors LLC 0.12% 19,876 $446K
8 Polar Capital Holdings Plc 0.12% 1,500,000 $33.6M
9 Zimmer Partners, LP 0.11% 209,800 $4.7M
10 ADVISORY RESEARCH INC 0.09% 33,720 $756K
11 Knights of Columbus Asset Advisors LLC 0.09% 69,496 $1.6M
12 Lighthouse Investment Partners, LLC 0.08% 107,829 $2.4M
13 SEVEN GRAND MANAGERS, LLC 0.06% 37,500 $841K
14 WASATCH ADVISORS LP 0.04% 270,228 $6.1M
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% 89,091 $2.0M
16 GW&K Investment Management, LLC 0.04% 199,813 $4K
17 DAVENPORT & Co LLC 0.04% 294,801 $6.6M
18 PICTON MAHONEY ASSET MANAGEMENT 0.04% 212,259 $4.8M
19 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% 34,301 $769K
20 Linden Thomas Advisory Services, LLC 0.02% 11,072 $248K
21 AMERICAN CENTURY COMPANIES INC 0.02% 1,969,668 $44.2M
22 VICTORY CAPITAL MANAGEMENT INC 0.02% 1,541,650 $34.6M
23 MARTINGALE ASSET MANAGEMENT L P 0.02% 33,425 $750K
24 State of Wyoming 0.02% 7,046 $158K
25 Langdon Equity Partners 0.02% 1,034 $23K
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?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BOW?

More buyers than sellers — 63% buying: Last quarter: 106 funds were net buyers (35 opened a brand new position + 71 added to an existing one). Only 63 were sellers (37 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOW holders?

Strong quality — 35% AUM from major funds: 29 of 158 holders rank in the top 100 by AUM, accounting for 35% 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 — 28% long-term, 33% new: Of the 158 current holders: 44 (28%) held >2 years, 62 held 1–2 years, and 52 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.

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.