secwatch.observer — SEC 8-K summary
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Issuer:     Bowhead Specialty Holdings Inc. (BOW)
CIK:        0002002473
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001628280-26-030113
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 1.01, 2.02, 5.07, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Bowhead Q1 GWP +24% to $216.7M, net income $16.0M; amends quota share with AFMIC
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- GWP increased 24% to $216.7M; net income $16.0M ($0.48 diluted EPS), adjusted EPS also $0.48.
- Loss ratio flat at 66.9%; expense ratio improved 2.0 pts to 28.4%.
- Net investment income up 43.5% to $18.0M; book yield 4.6%.
- Amendment: AFMIC termination threshold raised to $1.5B GWP, notice period 365 days, higher ceding commission.
- Casualty GWP +20.4% to $147.3M; Baleen digital +313.9% to $11.4M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2002473/000162828026030113/0001628280-26-030113-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2002473/000162828026030113/bow-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-030113

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer