Every material Form 8-K Bowhead Specialty Holdings Inc. has filed with the SEC since August 19, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bowhead Specialty Holdings reported third-quarter 2026 results, with gross written premiums up 10.8% to $256.4 million and total revenues up 19.3% to $171.8 million. GAAP net income fell 14.7% to $12.9 million, or $0.38 per diluted share, from $0.45 a year earlier, while adjusted net income, a non-GAAP measure, rose 16.0% to $18.4 million. The company will not hold an earnings call because of its pending transaction with American Family.
Gross written premiums rose 10.8% to $256.4 million; Baleen Specialty grew 155.4% to $15.8 million.
Net income was $12.9 million, or $0.38 per diluted share, versus $15.2 million, or $0.45, a year earlier.
Adjusted net income rose 16.0% to $18.4 million, or $0.54 per diluted share.
Non-operating expenses were $6.9 million, compared with $0.8 million in the prior-year quarter.
Bowhead Specialty Holdings elected Derek Walker, a Managing Director at Gallatin Point Capital, to its board of directors effective September 12, 2026, to fill an existing vacancy. He was recommended by GPC Partners Investments (SPV III) LP under a 2024 board nominee agreement, and he receives no board compensation because he is employed by Gallatin Point.
Walker elected to the board effective September 12, 2026, to fill a vacancy
Recommended by GPC Partners Investments (SPV III) LP under a Board Nominee Agreement dated May 23, 2024
Walker is a class II director, with his term expiring at the 2032 annual meeting; he stands for reelection at the 2029 meeting
Not eligible for cash fees or other compensation for board service because he is employed by Gallatin Point
Zhak Cohen, a director nominated by GPC Partners Investments (SPV III) LP, resigned from the board of Bowhead Specialty Holdings effective August 17, 2026. The company says he left in connection with his departure from Gallatin Point Capital LLC, which manages the GPC Fund, and that the resignation involved no disagreement on the company's operations, policies or practices.
Resignation effective August 17, 2026, under the Board Nominee Agreement dated May 23, 2024 between the company and GPC Fund
Resignation tied to Cohen's departure from Gallatin Point Capital LLC earlier this summer
Filing states no disagreement with the company on operations, policies or practices
8-K signed August 19, 2026 by H. Matthew Crusey, General Counsel and Secretary
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