GPC
BOW

Gallatin Point Capital’s Bowhead Specialty Holdings BOW Stock Holding History

Gallatin Point Capital’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 		$268M Hold
8,968,445
– – 80.78% 1
2026
Q1 		$201M Hold
8,968,445
– – 84.49% 1
2025
Q4 		$256M Hold
8,968,445
– – 87.29% 1
2025
Q3 		$243M Sell
8,968,445
-2,000,000
-18% -$62.6M 88.18% 1
2025
Q2 		$412M Hold
10,968,445
– – 92.3% 1
2025
Q1 		$446M Hold
10,968,445
– – 94.77% 1
2024
Q4 		$390M Buy
+10,968,445
New +$360M 93.18% 1

Other funds holding BOW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gallatin Point Capital's BOW Position: Q2 2026 in Review

Gallatin Point Capital held its Bowhead Specialty Holdings (BOW) position steady in Q2 2026 at 8,968,445 shares worth $268M. The position accounts for 80.78% of the portfolio, ranked #1.

Gallatin Point Capital first reported a position in BOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $446M in Q1 2025. 174 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

  • Gallatin Point Capital held 8,968,445 shares of Bowhead Specialty Holdings worth $268M as of Q2 2026.
  • Gallatin Point Capital left its Bowhead Specialty Holdings share count unchanged in Q2 2026.
  • Bowhead Specialty Holdings made up 80.78% of Gallatin Point Capital's portfolio in Q2 2026, its #1 holding.
  • Gallatin Point Capital first reported a position in Bowhead Specialty Holdings in Q4 2024 and has held it in 7 quarters since.
  • Gallatin Point Capital's Bowhead Specialty Holdings position peaked at $446M in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

Based on Gallatin Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.