Carson Wealth (CWM LLC)
BOW

Carson Wealth (CWM LLC)’s Bowhead Specialty Holdings BOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOW Stock Details BOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.7K Sell
923
-558
-38% -$13.6K ﹤0.01% 4390
2025
Q4 		$42K Buy
1,481
+1,067
+258% +$28.3K ﹤0.01% 3734
2025
Q3 		$11K Sell
414
-96
-19% -$3.01K ﹤0.01% 4452
2025
Q2 		$19K Sell
510
-67
-12% -$2.57K ﹤0.01% 3962
2025
Q1 		$23K Buy
577
+413
+252% +$14.1K ﹤0.01% 3588
2024
Q4 		$6K Buy
164
+121
+281% +$3.97K ﹤0.01% 4164
2024
Q3 		$1K Buy
+43
New +$1.21K ﹤0.01% 4762

Other funds holding BOW

GPC
Gallatin Point Capital Greenwich, Connecticut $238M AUM 37.44% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.7B AUM 16.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BOW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Bowhead Specialty Holdings (BOW) stake by 38% in Q1 2026, selling an estimated $13.6K and leaving 923 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4390.

Carson Wealth (CWM LLC) first reported a position in BOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $42K in Q4 2025. 152 funds tracked by Wall St. Rank hold BOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 923 shares of Bowhead Specialty Holdings worth $20.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 558 Bowhead Specialty Holdings shares in Q1 2026, an estimated $13.6K.
  • Bowhead Specialty Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4390 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bowhead Specialty Holdings in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Bowhead Specialty Holdings position peaked at $42K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.