Wakefield Asset Management LLLP

Position in SKWD — Skyward Specialty Insurance Group, Inc.

CIK 1600435 Englewood, CO

Position in SKWD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,239,762

+$325,453 QoQ

Shares Held

21,247

+1.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#115

of 242 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wakefield Asset Management LLLP holds $11,725,318 across 6 Insurance - Property & Casualty names. SKWD ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	14,345	$4,735,571
2	ALL	Allstate Corp	10,344	$2,461,251
3	HCI	HCI Group, Inc.	7,689	$1,347,497
4	PLMR	Palomar Holdings, Inc.	10,231	$1,293,096
5	SKWD	Skyward Specialty Insurance Group, Inc. This page	21,247	$1,239,762
6	PGR	Progressive Corp/Oh/	2,967	$648,141

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,762	21,247	+1.5%	Shares	Defined	2026-08-11
2026-03-31	$914,309	20,932	+1.0%	Shares	Defined	2026-05-12
2025-12-31	$1,059,050	20,721	+0.4%	Shares	Defined	2026-02-05
2025-09-30	$981,543	20,638	-0.1%	Shares	Defined	2025-11-13
2025-06-30	$1,193,479	20,652	-21.3%	Shares	Defined	2025-08-05
2025-03-31	$1,388,991	26,247	+6.0%	Shares	Defined	2025-05-06
2024-12-31	$1,250,915	24,751	-0.5%	Shares	Defined	2025-02-05
2024-09-30	$1,012,955	24,870	-1.2%	Shares	Defined	2024-11-05
2024-06-30	$910,614	25,169	-1.1%	Shares	Defined	2024-08-05
2024-03-31	$952,196	25,453	—	Shares	Defined	2024-05-01
No filing history on record for this holder in this stock.