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SKWD · Skyward Specialty Insurance Group, Inc. · Held by Funds

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$60.35 -3.51 (-5.50%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$2.74B
Shares
44.40M
Volume · Nov 6 880K Avg daily vol (3M) 399.23K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SKWD by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.47% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.17% 1,406,010
Index ETFs 9.30% 4,128,070
Active ETFs 2.60% 1,154,430
Active funds 23.87% 10,599,037
Unclassified 3.38% 1,500,809
All registered funds 42.32% 18,788,356
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SKWD

289 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,165,337 $67,997,414 0.00%
Avantis U.S. Small Cap Value ETF 1,171,864 $67,276,712 0.22%
iShares Russell 2000 ETF 1,077,853 $62,892,723 0.08%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 962,228 $56,146,004 0.57%
SMALLCAP World Fund Inc 700,202 $40,856,787 0.04%
Invesco Main Street Small Cap Fund 609,923 $35,589,007 1.34%
Columbia Acorn Fund 505,539 $29,498,201 1.06%
Reinhart Genesis PMV Fund 510,000 $29,279,100 4.01%
Fidelity Small Cap Index Fund 458,274 $27,473,526 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 433,824 $25,313,630 0.03%
Fidelity Enhanced Small Cap Core ETF 400,907 $23,392,923 0.40%
Oberweis Micro-Cap Fund 346,500 $20,218,275 1.25%
Invesco V.I. Main Street Small Cap Fund 339,900 $19,833,165 1.37%
Wasatch Small Cap Value Fund 362,801 $19,155,893 1.57%
JNL Multi-Manager Small Cap Value Fund 320,000 $18,672,000 0.93%
VANGUARD EXPLORER FUND 304,125 $18,232,294 0.08%
T. Rowe Price Small-Mid Cap ETF 274,856 $16,037,848 0.59%
T. Rowe Price Financial Services Fund, Inc. 263,148 $15,354,686 0.82%
Federated Hermes MDT Small Cap Core Fund 249,311 $14,946,194 0.67%
iShares Russell 2000 Growth ETF 253,198 $14,774,103 0.10%
Champlain Small Company Fund 253,000 $14,762,550 1.78%
VANGUARD RUSSELL 2000 INDEX FUND 240,584 $13,811,927 0.08%
Invesco Small Cap Equity Fund 222,871 $13,004,523 1.04%
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund 208,826 $12,184,997 0.63%
U.S. SMALL CAP PORTFOLIO 182,159 $10,920,432 0.06%
Fidelity Extended Market Index Fund 184,034 $10,565,392 0.03%
Schwab U.S. Small-Cap ETF 179,575 $10,309,401 0.05%
State Street(R) SPDR(R) S&P(R) Insurance ETF 167,320 $9,763,122 2.13%
Dimensional U.S. Small Cap ETF 149,625 $8,970,019 0.06%
Emerald Growth Fund 192,972 $8,770,577 0.62%
Goldman Sachs Small Cap Value Fund 149,850 $8,602,889 0.92%
WESTWOOD QUALITY SMALLCAP FUND 142,194 $8,524,530 0.97%
Wasatch Micro Cap Value Fund 161,268 $8,514,950 2.48%
Emerald Growth Fund 147,677 $8,478,137 0.59%
MassMutual Small Cap Opportunities Fund 143,024 $8,345,450 1.36%
iShares Russell 2000 Value ETF 141,511 $8,257,167 0.06%
American Beacon Small Cap Value Fund 135,572 $8,127,541 0.22%
abrdn U.S. Small Cap Equity Fund 134,468 $8,061,357 2.05%
AMG GW&K Small Cap Core Fund 128,756 $7,512,913 0.97%
First Trust Small Cap Growth AlphaDEX Fund 120,311 $7,212,644 0.56%
U.S. MICRO CAP PORTFOLIO 115,582 $6,929,141 0.09%
JNL Multi-Manager Small Cap Growth Fund 116,088 $6,773,735 0.27%
T. Rowe Price Small-Cap Stock Fund, Inc. 113,900 $6,646,065 0.07%
T.Rowe Price Small Cap Growth Portfolio 106,906 $6,237,965 0.55%
Schwab Small-Cap Index Fund 101,973 $6,113,281 0.08%
Dimensional U.S. Core Equity 2 ETF 101,418 $6,080,009 0.01%
ROYCE SMALL-CAP TRUST, INC. 102,880 $6,003,048 0.23%
SmallCap Growth Fund I 96,410 $5,779,780 0.23%
JPMorgan Small Cap Value Fund 98,746 $5,761,829 0.44%
Columbia Variable Portfolio - Acorn Fund 98,064 $5,722,034 1.06%
Showing 1–50 of 289 positions
Key facts CIK 1519449 CUSIP 830940102 13F (30d) 96 filings 74 filers Visit website Investor relations