Diversified Trust Co

Bank

Position in SKWD — Skyward Specialty Insurance Group, Inc.

CIK 1479844 MEMPHIS, TN

Position in SKWD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,167,000

+$230,982 QoQ

Shares Held

20,000

-6.7% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#114

of 236 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. SKWD ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	51,950	$17,701,442
2	KNSL	Kinsale Capital Group, Inc.	8,519	$2,809,651
3	TRV	Travelers Companies, Inc.	4,521	$1,492,472
4	PGR	Progressive Corp/Oh/	6,089	$1,330,142
5	MCY	Mercury General Corp	10,983	$1,171,007
6	SKWD	Skyward Specialty Insurance Group, Inc. This page	20,000	$1,167,000
7	AFG	American Financial Group Inc	8,181	$1,144,849
8	PLMR	Palomar Holdings, Inc.	8,332	$1,053,081

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,167,000	20,000	-6.7%	Shares	Sole	2026-07-17
2026-03-31	$936,018	21,429	+4.3%	Shares	Sole	2026-04-16
2025-12-31	$1,050,514	20,554	+28.8%	Shares	Sole	2026-01-09
2025-09-30	$758,772	15,954	+23.8%	Shares	Sole	2025-10-20
2025-06-30	$744,681	12,886	-29.9%	Shares	Sole	2025-07-11
2025-03-31	$972,616	18,379	+11.4%	Shares	Sole	2025-04-24
2024-12-31	$833,910	16,500	0.0%	Shares	Sole	2025-01-07
2024-09-30	$672,045	16,500	0.0%	Shares	Sole	2024-10-07
2024-06-30	$596,970	16,500	+40.1%	Shares	Sole	2024-07-16
2024-03-31	$440,502	11,775	+26.3%	Shares	Sole	2024-04-18
2023-12-31	$315,931	9,325	+21.1%	Shares	Sole	2024-01-08
2023-09-30	$210,672	7,700	—	Shares	Sole	2023-11-17
No filing history on record for this holder in this stock.