ENVESTNET ASSET MANAGEMENT INC
Position in SKWD — Skyward Specialty Insurance Group, Inc.
CIK 1407543
Berwyn, PA
Position in SKWD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,361,666
-$14,576 QoQ
Shares Held
99,855
+16.6% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,437,860,013 across 28 Insurance - Property & Casualty names. SKWD ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,300,647 | $423,919,876 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,088,486 | $414,021,464 | |
| 3 | TRV |
Travelers Companies, Inc.
|
597,978 | $174,418,223 | |
| 4 | MKL |
Markel Group Inc.
|
37,673 | $72,108,755 | |
| 5 | ALL |
Allstate Corp
|
309,633 | $64,199,306 | |
| 6 | WRB |
Berkley W R Corp
|
896,168 | $59,398,015 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
137,164 | $46,863,452 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
15,563 | $34,191,288 |
All Filings in SKWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,361,666 | 99,855 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,376,242 | 85,624 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,793,575 | 79,764 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,201,157 | 90,001 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,451,606 | 103,016 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,808,037 | 75,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,501,272 | 85,963 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,353,002 | 65,036 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $818,643 | 21,883 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $699,046 | 20,633 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $328,456 | 12,005 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||