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Bowhead Specialty Holdings BOW Increase (Decrease) in Reinsurance Recoverable

Increase (Decrease) in Reinsurance Recoverable at other companies

W.R. Berkley logo
W.R. BerkleyWRB
-$15.25M-135%
The Travelers Companies logo
The Travelers CompaniesTRV
$108M+11.3%
Chubb logo
ChubbCB
-$244M-292%
Markel logo
MarkelMKL
$732.31M+22.7%
Axis Capital Holders logo
Axis Capital HoldersAXS
-$52.26M-149%
United Fire Group logo
United Fire GroupUFCS
-$8.5M-711%

Other financials

Income statement

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Revenue$155.7M+26.9%
Net income$16.0M+40.1%
EPS (diluted)$0.48+41.2%

Balance sheet

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Cash & equivalents$141.5M+14.6%
Total debt$146.5M
Total equity$457.9M+17.1%
Total assets$2.5B+41.4%

Cash flow

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Operating cash flow$65.5M+37.2%
CapEx$1.3M+4.5%
Free cash flow$64.2M+38.0%

Valuation

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Market cap$954.6M-22.4%
Enterprise value$959.59M
P/E16.4×-12.5×
P/S1.6×-1.1×

Profitability

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Net margin10%+0.7pp
FCF margin58.8%-6.0pp

Returns & leverage

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Return on equity13.8%
Debt / equity0.3×

Where this comes from

Reported directly by Bowhead Specialty Holdings in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInReinsuranceRecoverable.

The official record: Bowhead Specialty Holdings’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Bowhead Specialty Holdings's increase (decrease) in reinsurance recoverable?
Bowhead Specialty Holdings (BOW) reported increase (decrease) in reinsurance recoverable of $33.59M in Q1 2026.
How has Bowhead Specialty Holdings's increase (decrease) in reinsurance recoverable changed year-over-year?
Bowhead Specialty Holdings's increase (decrease) in reinsurance recoverable increased by 12.7% year-over-year, from $29.8M to $33.59M.
What is the long-term trend for Bowhead Specialty Holdings's increase (decrease) in reinsurance recoverable?
Over 2 years (2022 to 2025), Bowhead Specialty Holdings's increase (decrease) in reinsurance recoverable has grown at a 70.8% compound annual growth rate (CAGR), from $49.59M to $144.6M.
What does increase (decrease) in reinsurance recoverable mean?
This tracks the change in amounts expected to be collected from reinsurers for losses that have been paid or reserved by the primary insurer. An increase typically follows significant loss events where the insurer relies on reinsurance coverage to mitigate financial impact. It serves as a measure of the company's reliance on and credit exposure to its reinsurance partners.