OakChart

Bowhead Specialty Holdings Inc

BOWFinancial·Insurance - Property & Casualty·USA·Small·NYSE·Nov 11 • 3:59 PM ET

34.16-0.16 (-0.47%)
2026-11-11 22:15 CET
Market cap
1,130.68 USD m
Revenue, TTM
640.28 USD m
Net income, TTM
59.93 USD m
Free cash flow, TTM
402.63 USD m
EPS diluted, TTM
1.78
P/E
19.15
Compare

Price

BOW against its 20, 50 and 200-day averages
2050200beatmiss
25.0030.0035.00689K1.4MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26BOWclose 34.1620-day 34.1350-day 33.93200-day 28.9034.1652w high

2.6% under the 52-week high of 35.07 on 3 Aug 2026. 52-week low 21.21 on 20 Mar 2026. Last 15 sessions, 2.0% high to low

Volume 1.10× normal · the line is the 50-bar volume average

Profile

BOW
52-week range, 93% of the way up
21.2135.07

Bowhead Specialty Holdings, Inc. engages in the provision of property and casualty insurance products through its subsidiaries. It focuses on underwriting casualty, professional liability, and healthcare risks. The company was founded by Stephen J. Sills in September 2020 and is headquartered in New York, NY.

IndexRUT
Employees296
IPOMay 23, 2024
Beta-0.07
ATR, 14d0.26
Rel volume1.10
Short float4.92%
Insider own6.62%
Inst own69.06%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap1.13B
Enterprise Value-
Income59.93M
Sales640.28M
Book/sh13.75
Cash/sh-
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees296
IPOMay 23, 2024

Ratios

P/E19.15
Forward P/E13.93
PEG0.67
P/S1.76
P/B2.48
P/C-
P/FCF2.80
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.43
Debt/Eq0.32
LT Debt/Eq0.32
Option/ShortNo / Yes

Earnings

EPS (ttm)1.78
EPS next Y2.45
EPS next Q0.54
EPS this Y23.70%
EPS next Y20.18%
EPS next 5Y20.76%
EPS past 3/5Y64.68% -
Sales past 3/5Y43.09% -
EPS Y/Y TTM13.56%
Sales Y/Y TTM23.62%
EPS Q/Q-16.23%
Sales Q/Q19.76%
EarningsNov 03 BMO
EPS/Sales Surpr.5.55% -7.97%

Ownership

Insider Own6.62%
Insider Trans0.00%
Inst Own69.06%
Inst Trans-1.35%
ROA3.29%
ROE13.56%
ROIC9.99%
Gross Margin-
Oper. Margin15.11%
Profit Margin9.36%
SMA200.10%
SMA500.68%
SMA20018.21%
Trades-

Technical

Shs Outstand32.95M
Shs Float30.76M
Short Float4.92%
Short Ratio5.35
Short Interest1.51M
52W High35.07 -2.59%
52W Low21.21 61.06%
Volatility0.83% 0.68%
ATR (14)0.26
RSI (14)53.98
Beta-0.07
Rel Volume1.10
Avg Volume282.68K
Volume311,335

Performance

Perf Week0.18%
Perf Month0.47%
Perf Quarter2.00%
Perf Half Y24.58%
Perf YTD19.69%
Perf Year27.56%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom2.71
Target Price34.33
Prev Close34.32
Price34.16
Change %-0.47%

Analyst ratings

latest 9 of 9
DateActionAnalystRating changeTargetImplied
Sep 10, 2026DowngradeCCitizensMkt Outperform → Mkt Perform
Nov 25, 2025ResumedRRBC Capital MktsOutperform$33-3.4%
Apr 16, 2025InitiatedPPiper SandlerOverweight$44+28.8%
Mar 03, 2025UpgradeKKeefe BruyetteMkt Perform → Outperform$44+28.8%
Jun 17, 2024InitiatedRRBC Capital MktsOutperform$32-6.3%
Jun 17, 2024InitiatedMMorgan StanleyEqual-Weight$26-23.9%
Jun 17, 2024InitiatedKKeefe BruyetteMkt Perform$30-12.2%
Jun 17, 2024InitiatedJJP MorganNeutral$27-21.0%
Jun 17, 2024InitiatedJJMP SecuritiesMkt Outperform$31-9.3%

Peers

Mkt cap
TickerCompanyMkt cap
KNSLKinsale Capital Group Inc8.84B
SKWDSkyward Specialty Insurance Group Inc2.80B
ASICAtegrity Specialty Insurance Company Holdings1.16B
MKLMarkel Group Inc24.14B
RLIRLI Corp6.30B
WRBW.R. Berkley Corp28.48B
AXSAxis Capital Holdings Ltd7.78B
IGICInternational General Insurance Holdings Ltd998.82M
JRVRJames River Group Holdings Inc150.31M
HGHamilton Insurance Group Ltd3.79B

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
PSCPrincipal U.S. Small-Cap ETFAUM: 2.68B
MNANYLIM Merger Arbitrage ETFAUM: 263.22M
AVSCAvantis U.S Small Cap Equity ETFAUM: 3.23B

News

latest 14 of 188

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-030.5400.5120.380256.43278.647
2026Q22026-08-030.4800.4680.481297.89278.698
2026Q12026-05-050.4800.4130.481216.74211.748
2025Q42026-02-240.4700.4400.445224.08216.668
2025Q32025-11-040.4700.4140.451231.52222.77
2025Q22025-08-050.3700.3560.363232.36215.246
2025Q12025-05-060.3400.3290.339174.85172.156
2024Q42025-02-250.4200.3280.405184.771536
2024Q32024-11-050.3800.3640.364196.98164.826
2024Q22024-08-060.2800.2540.199175.5494.286
2024Q12024-05-290.326-0.22288.11--
2026Q4--0.542--266.796
2027Q1--0.560--256.594
2027Q2--0.575--349.874
2027Q3--0.623--301.94
2027Q4--0.660--313.044

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY1.4401.3231.289695.72688.11
2025FY1.6501.6261.590862.81855.38
2026FY-2.041--1,038
2027FY-2.453--1,221
2028FY-2.906--1,426
2029FY-3.280---

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-03200266.79265.27268.31
2026Q4S2026-08-19200266.79265.27268.31
2026Q4S2026-08-03300268.29265.27271.27
2026Q4S2026-07-25300267.49265.27271.27
2026Q4S2026-07-19310267.49265.27271.27
2026Q4S2026-05-11320267.49265.27271.27
2026Q4S2026-05-10310266.31265.27267.73
2026Q4S2026-05-05330266.31265.27267.73
2026Q4S2026-02-24330263.64258.59267.73
2026Q4S2026-01-18300252.07246.43255.57
2026Q4S2025-11-21311252.07246.43255.57
2026Q4S2025-11-11211250.33246.43254.23
2026Q4S2025-11-10211250.33246.43254.23
2026Q4S2025-11-09211250.33246.43254.23

Estimate history

EPS, annual0.3570.7941.2891.5941.7842
Period2022202320242025TTM
EPS, quarterly0.3640.4050.3390.3630.4510.4450.4810.4810.378
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual187.588283.273425.66549.547640.28
Period2022202320242025TTM
Sales, quarterly116.653119.331122.371132.803143.43150.943154.814162.762171.766
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual31.52931.52932.66332.78332.945
Period2022202320242025MRQ
Shares, quarterly32.65932.66332.66332.78232.78332.78332.83832.94332.945
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Total Revenue640.28549.55425.66283.27187.59
Losses, Claims & Reserves380.56331.71250.93168.22113.24
Selling, General and Administrative Incl. Other120.07143.05118.6882.3359.69
Operating Income before Interest Expense96.7774.7956.0532.7314.66
Interest Expense10.882.010.720.000.00
Unusual Expense-0.86---
Net Income Before Taxes74.9567.3050.5332.1214.66
Income Taxes15.0213.5112.297.073.40
Consolidated Net Income59.9353.7938.2425.0511.26
Net Income From Continuing Operations59.9353.7938.2425.0511.26
Net Income59.9353.7938.2425.0511.26
EPS (Recurring)1.751.611.290.790.36
EPS (Basic, Before Extraordinaries)1.821.641.310.790.36
EPS (Diluted)1.781.591.290.790.36
Non-Operating Income (Expense)-3.19-4.62-4.79-0.610.00
Other After Tax Adjustments0.000.000.000.000.00
Stock Option Compensation Expense-5.713.240.540.29
Price To Earnings Ratio19.2419.2437.9136.88-
Price To Sales Ratio1.811.752.48--
Operating Margin15.1113.6113.1711.557.82
Net Margin9.369.798.988.846.00
Shares Outstanding32.9532.7832.6631.5331.53
Market Capitalization1,130.681,130.681,160.041,128.36-
Operating Income after Interest Expense-72.7855.3332.7314.66
Reserves Increase (Decrease)-0.000.000.000.00

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue171.77162.76154.81150.94143.43132.80122.37119.33
Losses, Claims & Reserves101.0596.9491.4891.0984.6178.9073.4366.94
Selling, General and Administrative Incl. Other43.9525.2924.9225.9125.3425.3923.5923.35
Operating Income before Interest Expense26.7624.7124.5220.7920.9817.4815.5619.91
Interest Expense3.203.273.161.240.260.260.250.25
Operating Income after Interest Expense23.5621.4421.3519.5420.7117.2115.3119.66
Unusual Expense6.90--0.86----
Net Income Before Taxes15.9120.6620.5717.8119.1115.9214.4718.25
Income Taxes2.974.524.562.963.933.573.044.64
Consolidated Net Income12.9416.1416.0114.8415.1812.3411.4313.61
Net Income From Continuing Operations12.9416.1416.0114.8415.1812.3411.4313.61
Net Income12.9416.1416.0114.8415.1812.3411.4313.61
EPS (Recurring)0.520.480.480.460.450.360.340.41
EPS (Basic, Before Extraordinaries)0.390.490.490.450.460.380.350.42
EPS (Diluted)0.380.480.480.440.450.360.340.41
Non-Operating Income (Expense)-0.75-0.78-0.78-0.87-1.61-1.30-0.84-1.42
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense2.262.311.87-1.571.541.030.80
Price To Earnings Ratio19.2417.2114.0518.3218.3928.7134.1537.91
Price To Sales Ratio1.811.641.281.731.762.603.002.80
Operating Margin15.5815.1815.8413.7714.6213.1612.7116.69
Net Margin7.539.9210.349.8310.589.299.3411.40
Shares Outstanding32.9532.9432.8432.7832.7832.7832.6632.66
Market Capitalization1,130.68982.84735.33935.63886.411,230.291,327.741,160.04

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY
Total Cash233.77222.06119.7780.65
Investments1,371.01889.99563.45282.92
Premium Balance Receivables - Insurance84.4263.6738.8229.49
Net Property, Plant & Equipment13.4410.857.606.05
Investment in Unconsolidated Affiliates0.000.000.000.00
Deferred Tax Assets32.9427.2519.0114.29
Other Intangible Assets54.7839.7027.8816.74
Total Assets1,790.341,253.51776.52430.14
Insurance Policy Liabilities - Insurance1,091.03796.07519.77300.72
Total Debt149.254.300.000.00
Long Term Debt147.832.800.000.00
Provision for Risks Charges0.000.000.000.00
Deferred Tax Liabilities10.466.914.783.01
Other Liabilities90.3375.7959.8943.04
Total Liabilities1,341.06883.07584.44346.77
Non-Equity Reserves0.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.00
Common Equity449.27370.44192.0883.37
Total Shareholders Equity449.27370.44192.0883.37
Accumulated Minority Interest0.000.000.000.00
Total Equity449.27370.44192.0883.37
Total Liabilities & Stockholders Equity1,790.341,253.51776.52430.14
Book Value Per Share13.7011.346.092.64
Tangible Book Value Per Share13.7011.346.092.64
Full-Time Employees296249193-
Price to Book Ratio2.503.183.09-
Return on Assets3.533.774.15-
Return on Equity13.1213.6018.19-
Return on Invested Capital9.0110.2513.0413.50
Current Ratio0.530.891.220.99

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Funds from Operations64.5858.3839.5121.369.95
Extraordinary Item0.000.000.000.000.00
Changes in Working Capital343.47271.37254.77214.86171.69
Cash from Operating Activities408.05329.75294.29236.22181.64
Capital Expenditures-5.42-5.57-3.11-3.82-3.97
Net Assets From Acquisitions0.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.00
Purchase or Sale of Investments-527.14-458.82-322.77-270.95-183.49
Purchase of Investments-800.27-828.16-612.93-367.25-198.29
Sale Or Maturity of Investments273.13369.34290.1696.3014.81
Other Uses0.000.000.000.000.00
Other Sources0.000.000.000.000.00
Cash from Investing Activities-532.56-464.39-325.88-274.76-187.46
Cash Dividends Paid0.000.000.000.000.00
Change in Capital Stock0.000.00131.050.000.00
Repurchase of Common Pref Stock0.000.000.000.000.00
Sale of Common Pref Stock0.000.00131.050.000.00
Proceedsfrom Stock Options0.000.00130.980.000.00
Issuance or Reduction of Debt, Net146.40146.400.0077.66-1.00
Change in Long Term Debt146.40146.400.0077.66-1.00
Issuance of Long Term Debt146.40146.400.0077.6624.00
Reduction of Long Term Debt0.000.000.000.00-25.00
Net Financing Active Other Cash Flow-0.04-0.042.840.000.00
Other Financing Activities Uses-0.04-0.040.000.000.00
Cash from Financing Activities146.35146.35133.8977.66-1.00
Net Change in Cash21.8411.71102.2939.12-6.81
Free Cash Flow402.63324.18291.18232.41177.67
Preferred Dividends (Cash Flow)-0.000.000.000.00
Price to Free Cash Flow2.872.973.62--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Total Cash272.61164.82141.53233.77250.78166.26
Investments1,623.391,585.221,525.331,371.011,149.601,113.09
Net Property, Plant & Equipment12.4311.9511.3113.449.688.88
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Deferred Tax Assets42.8229.5727.7432.9419.0919.56
Other Intangible Assets69.7874.1163.3854.7853.8654.63
Total Assets2,094.601,988.041,853.921,790.341,549.111,451.28
Insurance Policy Liabilities - Insurance1,307.831,253.661,151.841,091.031,025.84962.23
Total Debt146.73146.57146.51149.250.000.00
Long Term Debt146.73146.57146.51147.830.000.00
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities---10.46--
Other Liabilities187.01113.8796.4090.3392.2381.24
Total Liabilities1,641.581,514.101,394.761,341.061,118.081,043.47
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity453.02473.94459.16449.27431.04407.81
Total Shareholders Equity453.02473.94459.16449.27431.04407.81
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity453.02473.94459.16449.27431.04407.81
Total Liabilities & Stockholders Equity2,094.601,988.041,853.921,790.341,549.111,451.28
Book Value Per Share13.7514.3913.9813.7013.1512.44
Tangible Book Value Per Share13.7514.3913.9813.7013.1512.44
Full-Time Employees---296--
Price to Book Ratio2.502.141.642.172.173.13
Return on Assets3.293.623.683.533.863.93
Return on Equity13.5614.1013.7313.1213.2113.23
Return on Invested Capital2.162.602.642.493.523.03
Current Ratio0.430.400.370.530.580.62

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations14.4418.5516.1715.4217.5412.57
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital178.1073.9848.4942.8997.2096.41
Cash from Operating Activities192.5492.5364.6758.31114.74108.98
Capital Expenditures-1.26-1.36-1.29-1.51-1.26-1.56
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-83.48-67.88-155.62-220.16-28.96-64.61
Purchase of Investments-119.45-140.38-242.34-298.10-155.44-124.08
Sale Or Maturity of Investments35.9672.5086.7277.94126.4859.47
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-84.75-69.24-156.91-221.67-30.22-66.17
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.00146.400.000.00
Change in Long Term Debt0.000.000.00146.400.000.00
Issuance of Long Term Debt0.000.000.00146.400.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.00-0.040.000.00
Other Financing Activities Uses0.000.000.00-0.040.000.00
Cash from Financing Activities0.000.000.00146.350.000.00
Net Change in Cash107.7923.29-92.24-17.0184.5142.81
Free Cash Flow191.2891.1763.3856.80113.47107.42
Price to Free Cash Flow2.873.092.192.942.773.83

Revenue breakdown

Fire, Marine & Casualty Insurance2024: 425.66M 2025: 551.59M
United States2024: 425.66M 2025: 551.59M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-304.92%1.5M30.8M340.99K
2026-10-153.11%1.0M30.8M330.87K
2026-09-302.89%0.6M21.9M324.15K
2026-09-152.75%0.6M21.9M318.05K
2026-08-312.51%0.5M21.8M285.16K
2026-08-142.63%0.6M21.8M257.89K
2026-07-313.19%0.7M21.8M201.45K
2026-07-153.01%0.7M21.7M204.95K
2026-06-303.33%0.7M21.7M202.14K
2026-06-153.51%0.8M21.7M195.45K
2026-05-293.48%0.8M21.7M205.02K
2026-05-153.58%0.8M21.8M222.21K
2026-04-303.26%0.7M21.8M205.27K
2026-04-153.36%0.7M21.8M215.74K
2026-03-313.39%0.7M22.0M219.88K
2026-03-133.10%0.7M21.9M218.25K
2026-02-274.34%1.0M21.9M211.27K
2026-02-133.60%0.8M21.9M194.62K
2026-01-304.93%1.1M21.9M206.56K
2026-01-155.24%1.1M21.9M209.75K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-11-03SC 13E3/ASEC
2026-11-03DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-10-14SC 13E3/ASEC
2026-10-14DEFM14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-10-06SCHEDULE 13GSEC
2026-10-05SC 13E3/ASEC
2026-10-05PRER14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-10-01CT ORDERSEC
2026-09-23SC 13E3/ASEC
2026-09-23PRER14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-09-153Initial statement of beneficial ownership of securities2026-09-12SEC
2026-09-148-KCurrent report2026-09-12SEC
2026-08-31SC 13E3Schedule filed to report going private transactionsSEC
2026-08-28PREM14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-08-28SEC
2026-08-198-KCurrent report2026-08-17SEC
2026-08-05DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-08-05SEC
2026-08-03DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-08-03SEC
2026-08-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-038-KCurrent report2026-08-02SEC
2026-07-24SCHEDULE 13GSEC
2026-05-274/A2026-05-23SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-23SEC
2026-05-274/A2026-05-23SEC
2026-05-274/A2026-05-23SEC
2026-05-274/A2026-05-22SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-23SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-23SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-22SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Gallatin Point Capital LLC27.31%
American Family Investments, Inc.14.32%
AMERICAN CENTURY COMPANIES INC6.34%
BlackRock, Inc.4.73%
VICTORY CAPITAL MANAGEMENT INC4.62%
Polar Capital Holdings Plc4.57%
VANGUARD CAPITAL MANAGEMENT LLC2.54%
SILVERCREST ASSET MANAGEMENT GROUP LLC1.68%
GEODE CAPITAL MANAGEMENT, LLC1.37%
MORGAN STANLEY1.33%

Funds

Fund% owned
BBH Income Fund13.72%
Victory Sycamore Small Company Opportunity Fund3.99%
Small Cap Growth Fund3.04%
iMGP Low Duration Income Fund2.42%
VANGUARD TOTAL STOCK MARKET INDEX FUND1.88%
PACE Strategic Fixed Income Investments1.80%
iShares Russell 2000 ETF1.46%
PACE Intermediate Fixed Income Investments1.42%
Small Cap Value Fund1.00%
DAVENPORT SMALL CAP FOCUS FUND0.90%

OakChart. BOW. Cached 15 minutes.

Some panels did not load: insider.