Pathstone Holdings, LLC
Position in SKWD — Skyward Specialty Insurance Group, Inc.
CIK 2011612
ENGLEWOOD, NJ
Position in SKWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,235,387
+$728,559 QoQ
Shares Held
38,310
+11.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 244 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SKWD Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $150,022,192 across 24 Insurance - Property & Casualty names. SKWD ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
103,032 | $35,107,122 | |
| 2 | PGR |
Progressive Corp/Oh/
|
140,364 | $30,662,514 | |
| 3 | TRV |
Travelers Companies, Inc.
|
50,579 | $16,697,138 | |
| 4 | ALL |
Allstate Corp
|
56,841 | $13,524,747 | |
| 5 | MKL |
Markel Group Inc.
|
4,065 | $7,938,985 | |
| 6 | L |
Loews Corp
|
64,241 | $7,272,722 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
26,425 | $5,658,119 | |
| 8 | CINF |
Cincinnati Financial Corp
|
22,775 | $4,216,562 |
All Filings in SKWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235,387 | 38,310 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||