LPL Financial
BOW

LPL Financial’s Bowhead Specialty Holdings BOW Stock Holding History

LPL Financial’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 		$433K Buy
14,476
+457
+3% +$11.9K ﹤0.01% 5141
2026
Q1 		$314K Buy
+14,019
New +$341K ﹤0.01% 5161

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

LPL Financial's BOW Position: Q2 2026 in Review

LPL Financial increased its Bowhead Specialty Holdings (BOW) stake by 3.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 14,476 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #5141.

LPL Financial first reported a position in BOW in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold BOW as of Q2 2026.

  • LPL Financial held 14,476 shares of Bowhead Specialty Holdings worth $433K as of Q2 2026.
  • LPL Financial bought 457 Bowhead Specialty Holdings shares in Q2 2026, an estimated $11.9K.
  • Bowhead Specialty Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5141 holding.
  • LPL Financial first reported a position in Bowhead Specialty Holdings in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.