Bowhead Specialty Holdings
BOW
About: Bowhead Specialty Holdings Inc offers commercial specialty property and casualty insurance products. The company offers underwriting solutions to various businesses across four underwriting divisions, which include Casualty, Professional Liability, Healthcare Liability, and Baleen Specialty. A majority of its revenue is generated from the Casualty division which specializes in general liability coverage, which protects a company against liability arising from bodily injury, personal injury or property damage, for risks in the construction, distribution, heavy manufacturing, real estate, public entity and hospitality segments and also considers underwriting risks in a broader range of industries. Geographically, the company operates in the United States.
Employees: 249
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 42
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
3% more funds holding
Funds holding: 143 [Q1] → 147 (+4) [Q2]
0.92% more ownership
Funds ownership: 89.73% [Q1] → 90.65% (+0.92%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
6% less capital invested
Capital invested by funds: $1.19B [Q1] → $1.12B (-$75.9M) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Morgan Stanley
Bob Huang
|
$34
|
Equal-Weight
Maintained
|
18 Aug 2025 |
Keefe, Bruyette & Woods
Meyer Sheilds
|
$42
|
Outperform
Maintained
|
12 Aug 2025 |
Financial journalist opinion