Creative Planning
BOW

Creative Planning’s Bowhead Specialty Holdings BOW Stock Holding History

Creative Planning’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
Q2 		$3.84M Buy
128,311
+69,847
+119% +$1.82M ﹤0.01% 1606
2026
Q1 		$1.31M Sell
58,464
-67,612
-54% -$1.64M ﹤0.01% 2243
2025
Q4 		$3.6M Buy
126,076
+104,285
+479% +$2.77M ﹤0.01% 1241
2025
Q3 		$589K Buy
21,791
+15,801
+264% +$495K ﹤0.01% 2568
2025
Q2 		$225K Buy
+5,990
New +$229K ﹤0.01% 3140

Other funds holding BOW

GPC
Gallatin Point Capital Greenwich, Connecticut $332M AUM 18.64% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's BOW Position: Q2 2026 in Review

Creative Planning increased its Bowhead Specialty Holdings (BOW) stake by 119% in Q2 2026, buying an estimated $1.82M and bringing the position to 128,311 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Creative Planning first reported a position in BOW in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

  • Creative Planning held 128,311 shares of Bowhead Specialty Holdings worth $3.84M as of Q2 2026.
  • Creative Planning bought 69,847 Bowhead Specialty Holdings shares in Q2 2026, an estimated $1.82M.
  • Bowhead Specialty Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1606 holding.
  • Creative Planning first reported a position in Bowhead Specialty Holdings in Q2 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.