Advisors Asset Management, Inc.
Position in SKWD — Skyward Specialty Insurance Group, Inc.
CIK 1297376
Monument, CO
Position in SKWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$311,939
+$77,465 QoQ
Shares Held
5,346
-0.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 244 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SKWD Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $12,983,929 across 9 Insurance - Property & Casualty names. SKWD ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
27,336 | $5,971,549 | |
| 2 | ALL |
Allstate Corp
|
20,150 | $4,794,491 | |
| 3 | CB |
Chubb Ltd
|
3,722 | $1,268,234 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
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|
5,346 | $311,939 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
2,015 | $254,675 | |
| 6 | AFG |
American Financial Group Inc
|
1,501 | $210,049 | |
| 7 | MCY |
Mercury General Corp
|
682 | $72,714 | |
| 8 | LMND |
Lemonade, Inc.
|
910 | $59,195 |
All Filings in SKWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,939 | 5,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $234,474 | 5,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,258 | 5,503 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $195,852 | 4,118 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $143,897 | 2,490 | Shares | Sole | 2026-08-24 | |
| No filing history on record for this holder in this stock. | ||||||