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. agreed to be acquired by American Family Mutual Insurance Company for $34.00 per share in cash, valuing the company at approximately $1.2 billion, an 11% premium to the July 31, 2026 closing price. The merger will be effected via a subsidiary, after approval by a majority of all shares and a majority of unaffiliated shares, required HSR and insurance regulatory clearances, and other customary conditions. Either party may terminate if not closed by April 2, 2027, extendable to June 2, 2027, and American Family may receive a $35 million termination fee in specified circumstances.
Equity awards will be cashed out or converted into cash-based escrow interests that generally follow existing vesting, with special treatment for the CEO’s RSUs and PSUs. For the quarter ended June 30, 2026, Bowhead reported gross written premiums of $297.9 million (up 28.2%), net income of $16.1 million or $0.48 per diluted share, adjusted net income of $16.1 million, a combined ratio of 95.9%, and book value per share of $14.39. Net investment income rose 37.6% to $18.8 million. In light of the pending transaction, the company cancelled its planned earnings call.
Victory Capital Management, Inc. reports a passive ownership stake in Bowhead Specialty Holdings Inc. common stock. Victory Capital beneficially owns 1,770,729 shares, representing 5.39% of Bowhead’s outstanding common stock as of the report date.
Victory Capital has sole voting power over 1,757,804 shares and sole dispositive power over all 1,770,729 shares, with no shared voting or dispositive power. The firm certifies that the securities were acquired and are held without the purpose or effect of changing or influencing control of Bowhead Specialty Holdings.
Bowhead Specialty Holdings CEO Stephen Jay Sills reported an amended Form 4 showing a tax-related share disposition. On May 22, 2026, 13,053 shares of common stock were surrendered to the company at $28.46 per share to cover required tax withholdings upon vesting of restricted stock units, correcting an earlier filing. Following this tax-withholding disposition, Sills directly held 850,226 common shares and also reported additional indirect holdings through multiple trusts and an LLC.
Bowhead Specialty Holdings Inc. insider David John Newman reported a routine tax-related share disposition. He surrendered 2,118 shares of common stock at $28.30 per share to the company to cover required tax withholdings upon vesting of restricted stock units, and now directly holds 295,077 shares. This amended filing corrects an inadvertent error in a prior Form 4.
Bowhead Specialty Holdings Inc. CFO Brad Mulcahey reported a routine tax-related share disposition. He surrendered 1,027 shares of Common Stock at $28.30 per share to the company to cover required tax withholdings upon vesting of restricted stock units, and now holds 135,300 shares directly. This amended filing corrects an inadvertent error in a prior Form 4 and does not reflect an open-market sale.
Bowhead Specialty Holdings Inc. Chief Accounting Officer Shirley Shek Li Yap reported a tax-withholding share disposition. She surrendered 679 shares of common stock at $23.80 per share to the company to cover required tax withholdings upon vesting of restricted stock units, correcting an earlier Form 4. Following this, she directly holds 82,879 shares of common stock.
Bowhead Specialty Holdings Inc. Chief Accounting Officer Shirley Shek Li Yap surrendered 2,353 shares of common stock at $28.30 per share to cover tax withholdings due on vesting of restricted stock units. After this non-market, tax-related disposition, she directly holds 81,205 shares of Bowhead common stock.
Bowhead Specialty Holdings Inc. reported a routine insider tax-withholding transaction by its CFO and Treasurer, Brad Mulcahey. On May 23, 2026, he surrendered 3,506 shares of common stock at $28.30 per share to cover required tax withholdings upon vesting of restricted stock units. After this non-market disposition, he directly holds 132,821 shares of Bowhead Specialty common stock.
Bowhead Specialty Holdings Inc. Chief Underwriting Officer David John Newman surrendered 4,506 shares of common stock to the company at $28.30 per share to cover required tax withholdings on vested restricted stock units. This was a tax-withholding disposition rather than an open-market sale. After the transaction, he directly holds 292,689 shares of Bowhead common stock.
Bowhead Specialty Holdings Inc. CEO and President Stephen Jay Sills reported a routine tax-withholding event related to equity compensation. He surrendered 24,353 shares of common stock at $28.46 per share to cover required tax withholdings upon vesting of restricted stock units, leaving 838,926 shares held directly plus additional indirect holdings through various trusts and an LLC.