Pathstone Holdings, LLC
Position in SKWD — Skyward Specialty Insurance Group, Inc.
CIK 2011612
ENGLEWOOD, NJ
Position in SKWD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,506,828
-$315,242 QoQ
Shares Held
34,497
-3.2% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.94773458561615.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0522654143838595.ToString("F0")%
Common Shares in SKWD Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $138,902,100 across 22 Insurance - Property & Casualty names. SKWD ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
102,156 | $33,295,704 | |
| 2 | PGR |
Progressive Corp/Oh/
|
159,360 | $31,591,525 | |
| 3 | TRV |
Travelers Companies, Inc.
|
49,009 | $14,294,943 | |
| 4 | ALL |
Allstate Corp
|
53,372 | $11,066,148 | |
| 5 | MKL |
Markel Group Inc.
|
3,969 | $7,596,942 | |
| 6 | L |
Loews Corp
|
64,063 | $6,838,083 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
13,695 | $4,679,033 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
25,904 | $4,490,457 |
All Filings in SKWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,506,828 | 34,497 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,822,070 | 35,650 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,068,910 | 22,475 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,671,517 | 28,924 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $785,015 | 14,834 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $307,839 | 6,091 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||