Bowhead Specialty Holdings Inc. filings document the regulatory record of a specialty property and casualty insurance company with casualty, professional liability and healthcare liability products. Its 8-K filings cover operating results, investor presentations, material agreements, reinsurance arrangements involving Bowhead Insurance Company, Bowhead Underwriting Services and American Family, and capital-structure actions.
The company’s SEC record also includes proxy materials for annual stockholder voting and governance matters, board and committee changes, a senior revolving credit agreement, registered senior notes due 2030, and common-stock offering disclosures involving a selling stockholder. The filings identify Bowhead as an emerging growth company and provide formal disclosure on financing terms, underwriting agreements, risk allocation and public-company governance.
Bowhead Specialty Holdings Inc. reported solid first-quarter 2026 growth, with total revenues of $155,694 thousand, up 26.9% from the prior-year period. Net earned premiums rose 24.6% to $136,808 thousand, driven by 24.0% gross written premium growth across all four underwriting divisions, led by Casualty and Baleen Specialty.
Net income increased 40.1% to $16,010 thousand, and diluted earnings per share reached $0.48. The combined ratio improved to 95.3% from 97.3%, as the expense ratio fell 2.0 points while the loss ratio held steady at 66.9%, reflecting disciplined underwriting.
Net investment income grew 43.5% to $18,027 thousand on a larger fixed-maturity portfolio, although unrealized losses on investments reduced accumulated other comprehensive income. Return on equity rose to 14.1%, supported by stronger underwriting income and higher investment returns, while the company maintained reinsurance with highly rated counterparties and remained in compliance with debt and credit facility covenants.
Bowhead Specialty Holdings Inc. reported strong first-quarter 2026 results and amended key reinsurance arrangements with American Family Mutual Insurance Company. Gross written premiums rose 24.0% to $216.7 million, while net income increased 40.1% to $16.0 million, or $0.48 per diluted share. Total revenues grew 26.9% to $155.7 million, and the combined ratio improved to 95.3%, driven by a stable loss ratio of 66.9% and a lower expense ratio of 28.4%.
Return on equity reached 14.1%, with adjusted net income of $16.0 million. Gross written premiums grew across all divisions, including Baleen Specialty, which climbed 313.9% to $11.4 million, and digital business reaching $14.8 million. Net investment income rose 43.5% to $18.0 million on a largely investment‑grade portfolio yielding 4.6%. Amendments to the quota share and related trust agreements raised the premium threshold at which American Family can terminate the quota share from $1.0 billion to $1.5 billion, extended required termination notice from 180 to 365 days, and increased ceding commission and collateralization requirements over time.
Baker Tom reported acquisition or exercise transactions in this Form 4 filing.
Bowhead Specialty Holdings Inc. director Tom Baker received a grant of 3,361 shares of Common Stock in the form of restricted stock units on April 30, 2026. The award was recorded at a price of $0.00 per share, reflecting a compensation grant rather than an open-market purchase. After this grant, Baker directly holds a total of 10,085 shares of the company’s common stock.
Bowhead Specialty Holdings Inc. director Angela Brock-Kyle received an equity grant of 6,722 shares of Common Stock in the form of restricted stock units on April 30, 2026. The award was recorded at a price of $0.00 per share as a compensation grant, not a market purchase.
Following this grant, Brock-Kyle directly holds a total of 43,495 shares of Bowhead Specialty Holdings Inc. common stock. The filing classifies the transaction as a grant or award acquisition, highlighting ongoing stock-based compensation for the company’s board.
Bowhead Specialty Holdings Inc. director David Thomas Foy received a grant of 3,361 shares of Common Stock in the form of restricted stock units on April 30, 2026. The award carried a stated price of $0.00 per share, consistent with a compensation grant rather than a market purchase.
After this award, Foy directly owns 10,085 shares of Bowhead Specialty Holdings common stock. The filing characterizes the transaction as a grant or other acquisition, reflecting routine equity-based director compensation rather than an open-market trade.
Fondriest Fabian reported acquisition or exercise transactions in this Form 4 filing.
Bowhead Specialty Holdings Inc. director Fabian Fondriest received a grant of 6,722 shares of Common Stock in the form of restricted stock units. The award, dated April 30, 2026, was issued at no cash cost and increased his direct holdings to 49,818 shares.
Bowhead Specialty Holdings Inc. director David Clifford Holman received a grant of 3,361 shares of Common Stock in the form of restricted stock units on April 30, 2026. The award was recorded at a price of $0.00 per share as a stock-based compensation grant, not an open-market purchase.
Following this grant, Holman directly owns 5,716 shares of Bowhead Specialty Holdings Inc. common stock. The filing characterizes the transaction as a non-derivative acquisition through a grant or award, and a footnote clarifies that the reported amount reflects restricted stock units.
Lowenstein Price reported acquisition or exercise transactions in this Form 4 filing.
Bowhead Specialty Holdings Inc. director Lowenstein Price received a grant of 3,361 shares of Common Stock in the form of restricted stock units. The award was recorded at a price of $0.00 per share, bringing Price’s directly owned stake to a total of 3,361 shares after the grant.
Schnidman Ava reported acquisition or exercise transactions in this Form 4 filing.
Bowhead Specialty Holdings Inc. director Ava Schnidman reported equity compensation on a Form 4. She received a grant of 3,361 shares of common stock at a price of $0.00 per share, reflecting restricted stock units. After this grant, she directly holds 5,380 common shares and indirectly holds 1,893 shares through the Ava Schnidman Revocable Living Trust.
Bowhead Specialty Holdings Inc. is asking stockholders to vote at its 2026 virtual annual meeting on April 30, 2026. Investors will elect four Class II directors to terms ending in 2029 and ratify PricewaterhouseCoopers LLP as independent auditor for the 2026 fiscal year.
Stockholders of record as of March 3, 2026, when 32,838,035 common shares were outstanding, may vote online in advance or during the virtual meeting. The board is currently 11 members, with a majority deemed independent under NYSE rules, and uses staggered three-year terms.
The proxy describes director compensation, including a non-employee package anchored around $80,000 in cash and $80,000 in RSUs, and notes that the CEO, Stephen Sills, received 2025 total compensation of $4,309,280. It also details major holders, including GPC Fund at 27.3% and American Family Mutual Insurance Company at 15.3%, and outlines reinsurance and distribution arrangements with American Family affiliates.