Gallatin Point Capital LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Gallatin Point Capital LLC reported 2 stock positions worth $275.0 million. Its top holding was Bowhead Specialty Holdings I (BOW) at 88.2% of the portfolio, followed by James River Group Holdings I (JRVR, 11.8%). Compared with Q2 2025, it reduced 1. The biggest sale was Bowhead Specialty Holdings I (BOW, shares −18%).

Most Recent 13F
Q2 2026
Location
Greenwich, CT
CIK
0001708030
Portfolio Value
$275.0M (Q3 2025)
SEC Filing
0001193125-25-281634 ↗ filed Nov 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $418.1M Q4 2024 Q1 2025: $470.5M Q1 2025 Q2 2025: $446.0M Q2 2025 Q3 2025: $275.0M $275.0M Q3 2025 Q4 2025: $293.2M Q4 2025 Q1 2026: $238.1M Q1 2026 Q2 2026: $332.3M Q2 2026

Holdings 2 stocks · $275.0M
BOW Bowhead Specialty Holdings I 88.18% 8,968,445 $242.5M Reduce -18.2%
JRVR James River Group Holdings I 11.82% 5,859,375 $32.5M No change

Portfolio Sells Q2 2025 → Q3 2025
BOW Bowhead Specialty Holdings I Reduce -18.2% 88.18% −4.13

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$332.3MBOW, FRBT, JRVR
Q1 2026 2$238.1MBOW, JRVR
Q4 2025 2$293.2MBOW, JRVR
Q3 2025 2$275.0MBOW, JRVR
Q2 2025 2$446.0MBOW, JRVR
Q1 2025 2$470.5MBOW, JRVR
Q4 2024 2$418.1MBOW, JRVR