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Financials · Fire, Marine & Casualty Insurance

BOW Bowhead Specialty Holdings Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 200247339 filings
Russell 2000
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BOW at a glance

Bowhead Specialty Holdings Inc. (BOW, SEC CIK 2002473) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as May 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Bowhead Specialty Holdings Inc. (BOW) reported revenue of $551.6 million (up 29.6% from FY2024) and net income of $53.8 million. Diluted EPS was $1.59.
  • As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Bowhead Specialty Holdings Inc. (BOW) shares worth $166.3 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$551.6M
+29.6% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
26 funds
$166.3M · +1 vs prior quarter
Latest 8-K
Sep 14, 2026
Item 5.02

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Risk Factors

  • Newly added merger risk triggered by August 3, 2026 Agreement with American Family
  • Regulatory approval risk, including Hart-Scott-Rodino clearance and Wisconsin and Texas insurance approvals
  • Operational disruption risk from pre-closing covenants restricting strategic transactions and significant financing
  • Litigation risk from merger lawsuits potentially delaying completion or causing damages
  • Financial risk from potential termination fee of $[●] and merger-related transaction expenses

AI summary of the BOW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 14, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Derek Walker elected director effective September 12, 2026, filling a Board vacancy
  • GPC Fund exercised Board Nominee Agreement rights, preserving investor influence over director selection
Filed Aug 19, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Zhak Cohen resigned from Bowhead’s board effective August 17, 2026
  • Departure followed Cohen’s exit from Gallatin Point Capital, manager of GPC Fund
Filed Aug 3, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 2026 results cover the three months ended June 30, 2026
  • Financial results furnished in Exhibit 99.1, requiring review for operating performance and outlook

Item 8.01: Other Events

  • Bowhead announced entry into a merger agreement with American Family on August 3, 2026
  • Transaction requires stockholder approval and regulatory clearances before closing

Item 1.01: Entry into a Material Definitive Agreement

  • American Family agreed to acquire Bowhead for $34.00 per share in cash, with Bowhead becoming a wholly owned subsidiary
  • Completion requires stockholder approval, HSR clearance, and Wisconsin and Texas insurance-regulator approvals

AI summaries of BOW 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Mulcahey BradFMay 23, 2026$28.30
Newman David JohnFMay 23, 2026$28.30
Newman David JohnFMay 23, 2026$28.30
Yap Shirley Shek LiFMay 23, 2026$23.80
Yap Shirley Shek LiFMay 23, 2026$28.30
Mulcahey BradFMay 23, 2026$28.30
Sills Stephen JayFMay 22, 2026$28.46
Sills Stephen JayFMay 22, 2026$28.46
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$283.4M$425.7M$551.6M
Net Income-$38.2M$53.8M
Net Margin-9.0%9.8%
Balance Sheet
Total Assets$1.0B$1.7B$2.4B
Equity$192.1M$370.2M$448.3M
ROE-10.3%12.0%
Per Share
EPS$1.04$1.29$1.59
Cash Flow
Operating CF$236.2M$294.3M$331.6M
CapEx$3.8M$3.1M$5.6M

Source: XBRL data in Bowhead Specialty Holdings Inc. (BOW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate BOW share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
BOW shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202626$166.3M
Q1 202625$127.1M
Q4 202524$158.9M
Q3 202523$152.8M
Q2 202524$167.2M
Q1 202521$119.1M
Q4 202414$50.9M
Q3 20249$9.4M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions
None this quarter.

Source: 13F-HR filings on SEC EDGAR (aggregated from 166 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

BOW filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KSep 14, 2026Analysis-
8-KAug 19, 2026Analysis-
8-KAug 3, 2026Analysis-
10-QAug 3, 2026Analysis
SC 13GJul 24, 2026-
4May 27, 2026-
4May 27, 2026-
4May 27, 2026-
4May 27, 2026-
4May 27, 2026-
4May 26, 2026-
4May 26, 2026-
4May 26, 2026-
10-QMay 5, 2026Analysis
8-KMay 5, 2026Analysis-
4May 4, 2026--
4May 4, 2026--
4May 4, 2026--
4May 4, 2026--
4May 4, 2026--
4May 4, 2026--
4May 4, 2026--
4Mar 13, 2026--
10-KFeb 24, 2026-
8-KFeb 24, 2026Analysis-

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BOW SEC filings: frequently asked questions

Which institutions hold BOW stock?

As of June 30, 2026, the largest Bowhead Specialty Holdings Inc. (BOW) holders among the 13F filers tracked by SignalX were BlackRock ($46.5 million), Vanguard Capital Management LLC ($25.0 million), Morgan Stanley ($13.1 million), State Street Corp ($12.8 million), Two Sigma Investments ($12.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was BOW's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Bowhead Specialty Holdings Inc. (BOW) reported revenue of $551.6 million (up 29.6% from FY2024) and net income of $53.8 million. Diluted EPS was $1.59. The figures come from the XBRL data in the 10-K.

What did BOW report in its latest 8-K?

Bowhead Specialty Holdings Inc. (BOW) filed an 8-K on September 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Derek Walker elected director effective September 12, 2026, filling a Board vacancy.

What are the latest BOW SEC filings?

Bowhead Specialty Holdings Inc. (BOW) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on May 27, 2026.

What is BOW's SEC CIK number?

Bowhead Specialty Holdings Inc. (BOW)'s SEC Central Index Key (CIK) is 2002473. EDGAR lists every BOW filing under that number.

Ask anything about BOW

The research agent reads BOW's filings, financials, insider trades and 13F holders, then answers with sources.

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