American Family Mutual Insurance Company, S.i.

BOW

DIRECTOR · BOWHEAD SPECIALTY HOLDINGS INC. · CIK 0000351040

FILING MIX · LIFETIME60%/40%

BUYS

SELLS

TOTAL VALUE

$37.73M

COMPANIES

ACTIVE SINCE

May 2024

HOLDINGS NOW

4,700,761

AVG SELL PX

$27.70

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by American Family Mutual Insurance Company, S.i., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+100.00%	-0.14%	-1.38%	+1.25%	+1.25%	—
14d	1	+0.00%	+11.59%	+3.31%	+8.28%	+8.28%	—
30d	1	+0.00%	+22.57%	+3.19%	+19.38%	+19.38%	—
60d	1	+0.00%	+18.29%	+4.19%	+14.09%	+14.09%	—
90d	1	+0.00%	+6.70%	+5.66%	+1.04%	+1.04%	—
180d	1	+0.00%	+37.46%	-6.94%	+44.40%	+44.40%	—
1y	1	+100.00%	-14.92%	+17.71%	-32.63%	-32.63%	—
2y	1(1 pending)	—	—	—	—	—	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

BOW · 4,700,761 shares · as of Oct 25, 2024

Trading cadence · quarterly flow

BUY ● SELL ●

2024

FLOW · 3 buys / 2 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
BOW BOWHEAD SPECIALTY HOLDINGS INC.	SALE	1,362,285	$27.70	$37.73M	4,700,761	Oct 25, 2024	Oct 28, 2024 ↗	View →
BOW BOWHEAD SPECIALTY HOLDINGS INC.	SALE	115,714	—	—	6,061,081	Jun 30, 2024	Jul 2, 2024 ↗	View →
BOW BOWHEAD SPECIALTY HOLDINGS INC.	PURCHASEGRANT Stock grant	56,471	—	—	1,670,721	May 28, 2024	May 29, 2024 ↗	View →
BOW BOWHEAD SPECIALTY HOLDINGS INC.	PURCHASEGRANT Stock grant	28,236	—	—	816,471	May 28, 2024	May 29, 2024 ↗	View →
BOW BOWHEAD SPECIALTY HOLDINGS INC.	PURCHASEGRANT Stock grant	1,614,250	—	—	1,614,250	May 23, 2024	May 28, 2024 ↗	View →

Other insiders · BOW

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About this filer

CIK 0000351040

ROLE

Director

PRIMARY

BOW

COMPANIES

ACTIVE SINCE

May 2024

MARKETPEEL · /INSIDER/0000351040DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

American Family Mutual Insurance Company, S.i.

The morning brief, before the bell.