Lighthouse Investment Partners’s Bowhead Specialty Holdings BOW Stock Holding History

Lighthouse Investment Partners’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	$2.21M	Sell	73,978 -33,851	-31%	-$880K	0.06%	354
2026 Q1	$2.42M	Sell	107,829 -120,921	-53%	-$2.94M	0.08%	295
2025 Q4	$6.53M	Buy	228,750 +20,095	+10%	+$533K	0.2%	146
2025 Q3	$5.64M	Buy	208,655 +121,037	+138%	+$3.79M	0.17%	166
2025 Q2	$3.29M	Buy	87,618 +25,832	+42%	+$990K	0.12%	233
2025 Q1	$2.51M	Sell	61,786 -41,539	-40%	-$1.41M	0.1%	237
2024 Q4	$3.67M	Buy	103,325 +36,061	+54%	+$1.18M	0.12%	207
2024 Q3	$1.88M	Sell	67,264 -37,444	-36%	-$1.05M	0.07%	270
2024 Q2	$2.65M	Buy	+104,708	New	+$2.68M	0.11%	197

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lighthouse Investment Partners's BOW Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Bowhead Specialty Holdings (BOW) stake by 31% in Q2 2026, selling an estimated $880K and leaving 73,978 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #354.

Lighthouse Investment Partners first reported a position in BOW in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.53M in Q4 2025. 174 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

Lighthouse Investment Partners held 73,978 shares of Bowhead Specialty Holdings worth $2.21M as of Q2 2026.
Lighthouse Investment Partners sold 33,851 Bowhead Specialty Holdings shares in Q2 2026, an estimated $880K.
Bowhead Specialty Holdings made up 0.06% of Lighthouse Investment Partners's portfolio in Q2 2026, its #354 holding.
Lighthouse Investment Partners first reported a position in Bowhead Specialty Holdings in Q2 2024 and has held it in 9 quarters since.
Lighthouse Investment Partners's Bowhead Specialty Holdings position peaked at $6.53M in Q4 2025.
174 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.