DIMENSIONAL FUND ADVISORS LP

Position in SKWD — Skyward Specialty Insurance Group, Inc.

CIK 354204 AUSTIN, TX

Position in SKWD

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

Position Value

$53,575,100

+$16,237,920 QoQ

Shares Held

918,168

+7.4% QoQ

Ownership

2.07%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 244 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 88% Shared 8% None 3%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. SKWD ranks #25 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	3,555,980	$1,173,900,116
2	CB	Chubb Ltd	2,194,103	$747,618,654
3	ALL	Allstate Corp	3,071,488	$730,829,851
4	PGR	Progressive Corp/Oh/	2,445,102	$534,132,530
5	WTM	White Mountains Insurance Group Ltd	158,954	$329,573,617
6	AIZ	Assurant, Inc.	1,199,305	$322,049,369
7	CINF	Cincinnati Financial Corp	1,615,302	$299,057,009
8	ORI	Old Republic International Corp	6,994,582	$286,218,293

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,575,100	918,168	+7.4%	Shares	Sole	2026-08-11
2026-03-31	$37,337,180	854,789	+4.5%	Shares	Sole	2026-05-07
2025-12-31	$41,797,347	817,792	+9.3%	Shares	Sole	2026-02-12
2025-09-30	$35,572,690	747,954	+8.8%	Shares	Sole	2025-11-12
2025-06-30	$39,727,271	687,442	+10.9%	Shares	Sole	2025-08-12
2025-03-31	$32,813,467	620,058	+17.3%	Shares	Sole	2025-05-13
2024-12-31	$26,720,344	528,697	+29.9%	Shares	Sole	2025-02-13
2024-09-30	$16,579,593	407,061	+80.7%	Shares	Sole	2024-11-07
2024-06-30	$8,150,628	225,280	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.