GC
BOW

Gillson Capital’s Bowhead Specialty Holdings BOW Stock Holding History

Gillson 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 		$5.25M Sell
175,236
-261,000
-60% -$6.79M 0.31% 67
2026
Q1 		$9.79M Buy
436,236
+39,700
+10% +$964K 0.8% 40
2025
Q4 		$11.3M Buy
+396,536
New +$10.5M 0.74% 47
2025
Q1 		– Sell
-151,472
Closed -$5.38M – 88
2024
Q4 		$5.38M Buy
151,472
+17,900
+13% +$587K 0.48% 55
2024
Q3 		$3.74M Sell
133,572
-1,428
-1% -$40K 0.34% 60
2024
Q2 		$3.42M Buy
+135,000
New +$3.45M 0.33% 53

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

Gillson Capital's BOW Position: Q2 2026 in Review

Gillson Capital reduced its Bowhead Specialty Holdings (BOW) stake by 60% in Q2 2026, selling an estimated $6.79M and leaving 175,236 shares worth $5.25M. The position accounts for 0.31% of the portfolio, ranked #67.

Gillson Capital first reported a position in BOW in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q4 2025. 175 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

  • Gillson Capital held 175,236 shares of Bowhead Specialty Holdings worth $5.25M as of Q2 2026.
  • Gillson Capital sold 261,000 Bowhead Specialty Holdings shares in Q2 2026, an estimated $6.79M.
  • Bowhead Specialty Holdings made up 0.31% of Gillson Capital's portfolio in Q2 2026, its #67 holding.
  • Gillson Capital first reported a position in Bowhead Specialty Holdings in Q2 2024 and has held it in 6 quarters since.
  • Gillson Capital's Bowhead Specialty Holdings position peaked at $11.3M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

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