Monitor for any subsequent conversion of this 13G to a 13D, which would signal activist intent. The accumulation of multiple passive 5%+ stakes from different funds increases the potential for coordinated pressure on management, though no such intent is indicated currently.
Price Chart
Executive Summary
Glazer Capital, LLC, a hedge fund manager, filed a Schedule 13G disclosing a 5.2% passive stake in Bowhead Specialty Holdings Inc., representing 1,697,694 shares of common stock as of September 29, 2026. This is a new passive position for Glazer Capital, adding to a series of recent 13G filings by other institutional investors (Victory Capital Management, American Century, Gallatin Point Capital) over the past year. The filing indicates no intent to influence control, consistent with a passive investment.
Key Financial Metrics
Key Facts
- Glazer Capital, LLC disclosed a 5.2% passive stake in Bowhead Specialty Holdings Inc.
- Stake consists of 1,697,694 shares of common stock as of September 29, 2026.
- Filing is a new position (not an amendment) under Rule 13d-1(c) — passive investor.
- Paul J. Glazer, Managing Member of Glazer Capital, is also listed as a reporting person with the same beneficial ownership.
- This is the fourth distinct institutional 13G filing for BOW in the past year, following Victory Capital Management (July 2026), American Century (Feb 2026), and Gallatin Point Capital (Nov 2025).
Financial Impact
5.2% stake valued at approximately $[undisclosed] — no transaction price disclosed in filing.
Risk Factors
- Passive filing — no immediate catalyst for stock price movement.
- Hedge fund (Glazer Capital) could later convert to activist 13D, introducing uncertainty.
- Multiple large passive holders may reduce float liquidity.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001076809-26-000115 |
| Document: 0001076809-26-000115-index.html | 0001076809-26-000115 |
| Document: 0001076809-26-000115.txt | 0001076809-26-000115 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | SC 13E-3/A | $33.99 | awaiting T+20 | — | $34.14 (+0.44%) |
Oct 14, 2026 12d ago | DEFM14A | $33.99 | awaiting T+20 | — | $34.14 (+0.44%) |
Oct 6, 2026 20d ago | SC 13G | $34.03 | awaiting T+20 | — | $34.14 (+0.32%) |
Oct 5, 2026 21d ago | SC 13E-3/A | $33.78 | awaiting T+20 | — | $34.14 (+1.07%) |
Sep 23, 2026 4w ago | SC 13E-3/A | $33.87 $34.10 | ▲ +0.68% | ▲ +1.10% | $34.14 (+0.80%) |
Aug 28, 2026 8w ago | PREM14A | $33.52 $33.77 | ▲ +0.75% | ▲ +0.93% | $34.14 (+1.85%) |
Aug 3, 2026 12w ago | 8-K | $33.69 $33.52 | ▼ −0.50% | ▼ −1.74% | $34.14 (+1.34%) |
Feb 28, 2026 34w ago | Institutional Cluster | $25.57 $22.25 | ▼ −12.98% | ▼ −5.05% | $34.14 (+33.52%) |
US Market Status
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