ENVESTNET ASSET MANAGEMENT INC
Position in SKWD — Skyward Specialty Insurance Group, Inc.
CIK 1407543
Berwyn, PA
Position in SKWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,932,152
+$1,570,486 QoQ
Shares Held
101,665
+1.8% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 244 holders
Holding Since
Sep 2023
12 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. SKWD ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in SKWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,932,152 | 101,665 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||