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SKWD · Skyward Specialty Insurance Group, Inc. · Holdings

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$61.30 -0.10 (-0.16%)
Russell 2000 member Rebalance outlook locked
Market Cap
$2.73B
Shares
44.40M
Volume · Oct 22 8626 Avg daily vol (3M) 413.87K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of SKWD: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 249
Total Value: $2,300,473,456
Total Shares: 39,825,255
Showing 1–100 of 251 holdings by value · page 1 of 3

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 244 13F filers
Top Holder
9.3%
Sep 2023 → Jun 2026 · range 7.0% – 9.3%
of institutional value
Top 5
32.1%
Sep 2023 → Jun 2026 · range 27.8% – 32.8%
of institutional value
Top 10
48.2%
Sep 2023 → Jun 2026 · range 42.6% – 48.5%
of institutional value
HHI
328
Sep 2023 → Jun 2026 · range 272 – 348
Broadly held

Who Holds SKWD

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 244 filers, like-for-like change +3.8%; actively managed books +2.7%; index-like books +7.2%.

Holder type Share Filers Change
Registered adviser 49.1% 121 -1.0%
Exempt adviser 1.2% 3 -52.1%
Adviser 17.4% 11 +23.5%
Bank 7.2% 16 +20.0%
Insurer 0.0% 1 -90.2%
Broker-dealer 0.1% 1 +46.4%
Benefit plan 1.1% 6 -0.9%
Non-US 0.3% 6 -66.9%
Holding company 14.0% 7 +17.9%
Unknown 9.7% 72 -3.8%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

244 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
0.820% of filers hold it in their top 10
Mar 31, 2026: 4
Holders above 5%
0
median weight 0.003%
Mar 31, 2026: 1
Crowding
30.0%
of shares outstanding, 81st percentile
Mar 31, 2026: 28.6%
Private-fund advisers
29.4%
of shares outstanding
Institutional ownership
97.5%
105.7% of the estimated free float above 100%: filers can report lent or client shares more than once
Top 10 holders
48.2%
of 13F shares, Herfindahl 0.033
Active holders
+2.7%
like-for-like share change of active filers
5% stakes on record
6
0 13D, 6 13G (5 institutional, 1 passive, 0 exempt)
How long holders have held it value-weighted 9.4 quarters
Under 1 year 17.5% 1 to 3 years 36.0% 3 years or more 46.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $849,184 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$41.21
estimated per share
Mar 31, 2026: $40.12
Quarter-end price
$58.35
implied by 13F values
Estimated gain or loss
+41.6%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 93.1% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SKWD's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 PLMR Palomar Holdings, Inc. 7
2 QTWO Q2 Holdings, Inc. 5
3 BJRI BJs RESTAURANTS INC 3
4 CCB Coastal Financial Corp 5
5 NPKI NPK International Inc. 5
6 OLLI Ollie's Bargain Outlet Holdings, Inc. 6
7 BOOT Boot Barn Holdings, Inc. 7
8 TBBK Bancorp, Inc. 4
9 ICUI Icu Medical Inc 3
10 PCTY Paylocity Holding Corp 4

Shareholder Targets

13F filers that own its peers but not SKWD, quarter ended Jun 30, 2026

Found through its holder-overlap peers: PLMR, QTWO, BJRI, CCB, NPKI, OLLI, BOOT, TBBK, ICUI, PCTY, PDFS, OSW, CUBI, FRPT, BLLN, AMSC, FHB, LOPE, EYE, VC. 1,072 filers in all.

# Filer In peers
1 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $1,101,994,918 15 held
2 CITADEL ADVISORS LLC Registered adviser, Systematic-like $549,566,107 18 held
3 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Registered adviser, Diversified active $450,413,867 6 held
4 ARIEL INVESTMENTS, LLC Registered adviser, Diversified active $420,442,258 1 held
5 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Registered adviser, Diversified active $420,076,737 3 held
6 Hood River Capital Management LLC Registered adviser, Diversified active $372,217,788 5 held
7 FULLER & THALER ASSET MANAGEMENT, INC. Registered adviser, Diversified active $367,939,909 5 held
8 NEUBERGER BERMAN GROUP LLC Holding company, Diversified active $320,479,830 16 held
9 MARSHALL WACE, LLP Exempt adviser, Systematic-like $305,065,899 14 held
10 Stephens Investment Management Group LLC Registered adviser, Diversified active $295,490,583 4 held

Fund Ownership of SKWD by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.47% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.17% 1,406,010
Index ETFs 9.30% 4,128,070
Active ETFs 2.60% 1,154,430
Active funds 23.87% 10,599,037
Unclassified 3.38% 1,500,809
All registered funds 42.32% 18,788,356
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 125 Exempt adviser 4 Adviser 11 Bank 16 Insurer 1 Broker-dealer 1 Benefit plan 6 Non-US 6 Holding company 7 Unknown 72
Showing 100 of 251
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $214,576,223 9.33% 3,677,399
REINHART PARTNERS, LLC. $152,523,307 6.63% 2,888,699
PRICE T ROWE ASSOCIATES INC /MD/ $142,413,560 6.19% 2,440,678
Invesco Ltd. $118,903,933 5.17% 2,037,771
VANGUARD CAPITAL MANAGEMENT LLC $95,531,670 4.15% 1,637,218
AMERIPRISE FINANCIAL INC $94,075,544 4.09% 1,612,263
WESTWOOD HOLDINGS GROUP INC $74,363,865 3.23% 1,274,445
AMERICAN CENTURY COMPANIES INC $71,877,572 3.12% 1,231,835
STATE STREET CORP $68,105,944 2.96% 1,167,197
WASATCH ADVISORS LP $63,981,508 2.78% 1,211,771
GEODE CAPITAL MANAGEMENT, LLC $61,993,490 2.69% 1,062,442
Polar Capital Holdings Plc $58,350,000 2.54% 1,000,000
DIMENSIONAL FUND ADVISORS LP $53,575,100 2.33% 918,168
Capital International Investors $42,011,299 1.83% 719,988
Champlain Investment Partners, LLC $37,666,442 1.64% 645,526
GOLDMAN SACHS GROUP INC $36,228,230 1.57% 620,878
GW&K Investment Management, LLC $34,120,745 1.48% 584,760
FEDERATED HERMES, INC. $28,299,516 1.23% 484,996
SEI INVESTMENTS CO $27,860,081 1.21% 477,465
FMR LLC $26,955,190 1.17% 461,957
VANGUARD PORTFOLIO MANAGEMENT LLC $25,922,862 1.13% 444,265
Qube Research & Technologies Ltd $25,689,637 1.12% 440,268
ROYAL BANK OF CANADA $25,262,104 1.10% 432,941
NORTHERN TRUST CORP $23,378,567 1.02% 400,661
EMERALD ADVISERS, LLC $21,809,012 0.95% 373,762
SEGALL BRYANT & HAMILL, LLC $21,725,805 0.94% 372,336
ASHFORD CAPITAL MANAGEMENT INC $21,475,834 0.93% 368,052
Freestone Grove Partners LP $21,142,130 0.92% 362,333
JPMORGAN CHASE & CO $21,072,051 0.92% 361,132
OBERWEIS ASSET MANAGEMENT INC/ $20,953,485 0.91% 359,100
Aberdeen Group plc $20,592,123 0.90% 352,907
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $19,019,065 0.83% 325,948
LOOMIS SAYLES & CO L P $18,335,845 0.80% 314,239
Gillson Capital LP $18,178,183 0.79% 311,537
SILVERCREST ASSET MANAGEMENT GROUP LLC $18,125,260 0.79% 310,630
ROYCE & ASSOCIATES LP $17,933,580 0.78% 307,345
Swedbank AB $17,507,917 0.76% 300,050
EMERALD MUTUAL FUND ADVISERS TRUST $15,529,852 0.68% 266,150
VANGUARD FIDUCIARY TRUST CO $15,480,196 0.67% 265,299
T. Rowe Price Investment Management, Inc. $14,856,376 0.65% 254,608
MORGAN STANLEY $14,117,779 0.61% 241,950
TWO SIGMA INVESTMENTS, LP $13,975,175 0.61% 239,506
PEREGRINE CAPITAL MANAGEMENT LLC $13,561,648 0.59% 232,419
Point72 Asset Management, L.P. $12,957,025 0.56% 222,057
Rockefeller Capital Management L.P. $12,800,704 0.56% 219,378
STATE OF WISCONSIN INVESTMENT BOARD $12,792,887 0.56% 219,244
Nuveen, LLC $11,831,454 0.51% 202,767
Ensign Peak Advisors, Inc $10,975,168 0.48% 188,092
JENNISON ASSOCIATES LLC $10,716,385 0.47% 183,657
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $9,842,536 0.43% 168,681
Allspring Global Investments Holdings, LLC $9,434,494 0.41% 161,688
Balyasny Asset Management L.P. $8,882,037 0.39% 152,220
Bank of New York Mellon Corp $8,129,787 0.35% 139,328
BANK OF AMERICA CORP /DE/ $7,589,291 0.33% 130,065
FIRST TRUST ADVISORS LP $7,562,685 0.33% 129,609
TEACHER RETIREMENT SYSTEM OF TEXAS $7,291,182 0.32% 124,956
Schonfeld Strategic Advisors LLC $6,308,160 0.27% 108,109
ENVESTNET ASSET MANAGEMENT INC $5,932,152 0.26% 101,665
Woodline Partners LP $5,756,227 0.25% 98,650
Karl Kapital LLC $5,479,706 0.24% 93,911
GILDER GAGNON HOWE & CO LLC $5,308,799 0.23% 90,982
D. E. Shaw & Co., Inc. $5,201,494 0.23% 89,143
UBS Group AG $4,903,091 0.21% 84,029
Quantinno Capital Management LP $4,783,533 0.21% 81,980
BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,739,303 0.21% 81,222
Swiss National Bank $4,691,340 0.20% 80,400
VICTORY CAPITAL MANAGEMENT INC $4,677,452 0.20% 80,162
RAYMOND JAMES FINANCIAL INC $4,475,735 0.19% 76,705
HARBOR CAPITAL ADVISORS, INC. $4,386,286 0.19% 75,172
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,615,424 0.16% 61,961
Russell Investments Group, Ltd. $3,498,606 0.15% 59,959
Riverwater Partners LLC $3,491,022 0.15% 59,829
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3,405,889 0.15% 58,370
NORDEA INVESTMENT MANAGEMENT AB $3,275,651 0.14% 56,138
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,216,775 0.14% 55,129
Callahan Advisors, LLC $3,199,330 0.14% 54,830
CITIGROUP INC $3,082,221 0.13% 52,823
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $3,066,584 0.13% 52,555
RHUMBLINE ADVISERS $3,057,540 0.13% 52,400
Empowered Funds, LLC $3,017,978 0.13% 51,722
Sparta 24 Ltd. $2,917,500 0.13% 50,000
Corient Private Wealth LLC $2,859,558 0.12% 49,007
AQR CAPITAL MANAGEMENT LLC $2,808,033 0.12% 48,124
DEUTSCHE BANK AG\ $2,730,545 0.12% 46,796
ALLIANCEBERNSTEIN L.P. $2,715,025 0.12% 46,530
CAMPBELL NEWMAN ASSET MANAGEMENT INC $2,670,737 0.12% 45,771
RENAISSANCE TECHNOLOGIES LLC $2,625,750 0.11% 45,000
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,620,673 0.11% 44,913
Mariner, LLC $2,515,701 0.11% 43,114
Legal & General Group Plc $2,395,558 0.10% 41,055
MILLENNIUM MANAGEMENT LLC $2,371,752 0.10% 40,647
WELLS FARGO & COMPANY/MN $2,330,614 0.10% 39,942
Creative Planning $2,260,711 0.10% 38,744
Pathstone Holdings, LLC $2,235,387 0.10% 38,310
Graham Capital Management, L.P. $2,197,344 0.10% 37,658
Alamar Capital Management, LLC $2,165,952 0.09% 37,120
FJ Capital Management LLC $2,156,966 0.09% 36,966
Dockside LLC $2,140,161 0.09% 36,678
MARTINGALE ASSET MANAGEMENT L P $1,863,290 0.08% 31,933
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1,824,429 0.08% 31,267

Showing the top 100 of 251 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1519449 CUSIP 830940102 13F (30d) 26 filings 25 filers Visit website Investor relations