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Institutional Ownership · SEC Form 13F

Who owns Skyward Specialty Insurance Group (SKWD)


Which tracked institutional funds hold SKWD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SKWD company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

233
Institutional holders
38M
Shares held (tracked funds)
94.3%
Of shares outstanding

How the tape is positioned

104 tracked funds added or opened SKWD while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SKWD’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SKWD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SKWD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 233 tracked filers holding SKWD, 133 increased or opened the position and 130 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SKWD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 11

  • BRIDGEWAY CAPITAL MANAGEMENT, LLC$5M
  • Empowered Funds, LLC$3M
  • MILLENNIUM MANAGEMENT LLC$2M
  • Dockside LLC$2M
  • VARCOV Co.$2M
  • Belpointe Asset Management LLC$1M

Full exits 20

  • GW&K Investment Management, LLC$26M
  • Gillson Capital LP$12M
  • T. Rowe Price Investment Management, Inc.$12M
  • CHILTON INVESTMENT CO INC.$5M
  • Langdon Equity Partners$5M
  • CITADEL ADVISORS LLC$5M

Largest adds

  • AMERIPRISE FINANCIAL INC$84M
  • BlackRock, Inc.$69M
  • PRICE T ROWE ASSOCIATES INC /MD/$67M
  • Invesco Ltd.$52M
  • REINHART PARTNERS, LLC.$47M
  • WASATCH ADVISORS LP$42M

Largest trims

  • Qube Research & Technologies Ltd$12M
  • DEUTSCHE BANK AG\$9M
  • Freestone Grove Partners LP$9M
  • WCM INVESTMENT MANAGEMENT, LLC$8M
  • JENNISON ASSOCIATES LLC$8M
  • EMERALD ADVISERS, LLC$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,677,399$215M9.9%2026-Q2
REINHART PARTNERS, LLC. added2,894,407$169M7.8%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added2,440,678$142M6.5%2026-Q2
Invesco Ltd. added2,037,771$119M5.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,637,218$96M4.4%2026-Q2
AMERIPRISE FINANCIAL INC added1,612,263$94M4.3%2026-Q2
WESTWOOD HOLDINGS GROUP INC trimmed1,274,445$74M3.4%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,231,835$72M3.3%2026-Q2
STATE STREET CORP added1,167,197$68M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,062,442$62M2.9%2026-Q2
Polar Capital Holdings Plc1,000,000$58M2.7%2026-Q2
WASATCH ADVISORS LP added954,489$56M2.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added918,168$54M2.5%2026-Q2
Capital International Investors trimmed719,988$42M1.9%2026-Q2
Champlain Investment Partners, LLC trimmed645,526$38M1.7%2026-Q2
GOLDMAN SACHS GROUP INC added620,878$36M1.7%2026-Q2
FEDERATED HERMES, INC. trimmed484,996$28M1.3%2026-Q2
SEI INVESTMENTS CO added477,465$28M1.3%2026-Q2
FMR LLC added461,957$27M1.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed444,265$26M1.2%2026-Q2
Qube Research & Technologies Ltd trimmed440,268$26M1.2%2026-Q2
ROYAL BANK OF CANADA trimmed432,941$25M1.2%2026-Q2
NORTHERN TRUST CORP added400,661$23M1.1%2026-Q2
EMERALD ADVISERS, LLC trimmed373,762$22M1.0%2026-Q2
SEGALL BRYANT & HAMILL, LLC added372,336$22M1.0%2026-Q2
ASHFORD CAPITAL MANAGEMENT INC trimmed368,052$21M1.0%2026-Q2
Freestone Grove Partners LP trimmed362,333$21M1.0%2026-Q2
JPMORGAN CHASE & CO added361,132$22M1.0%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ added359,100$21M1.0%2026-Q2
Aberdeen Group plc added352,907$21M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed325,948$19M0.9%2026-Q2
LOOMIS SAYLES & CO L P trimmed314,239$18M0.8%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed310,630$18M0.8%2026-Q2
ROYCE & ASSOCIATES LP added307,345$18M0.8%2026-Q2
Swedbank AB300,050$18M0.8%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST trimmed266,150$16M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed265,299$15M0.7%2026-Q2
MORGAN STANLEY added241,950$14M0.6%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed239,506$14M0.6%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed232,419$14M0.6%2026-Q2
Point72 Asset Management, L.P. trimmed222,057$13M0.6%2026-Q2
Rockefeller Capital Management L.P. trimmed219,378$13M0.6%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed219,244$13M0.6%2026-Q2
Nuveen, LLC added202,767$12M0.5%2026-Q2
Ensign Peak Advisors, Inc trimmed188,092$11M0.5%2026-Q2
JENNISON ASSOCIATES LLC trimmed183,657$11M0.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added168,681$10M0.5%2026-Q2
Allspring Global Investments Holdings, LLC trimmed161,688$10M0.4%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed152,220$9M0.4%2026-Q2
Bank of New York Mellon Corp added139,328$8M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed130,065$8M0.3%2026-Q2
FIRST TRUST ADVISORS LP trimmed129,609$8M0.3%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed124,956$7M0.3%2026-Q2
Schonfeld Strategic Advisors LLC added108,109$6M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added101,665$6M0.3%2026-Q2
Woodline Partners LP trimmed98,650$6M0.3%2026-Q2
Karl Kapital LLC trimmed93,911$5M0.3%2026-Q2
GILDER GAGNON HOWE & CO LLC trimmed90,982$5M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed89,143$5M0.2%2026-Q2
UBS Group AG added84,029$5M0.2%2026-Q2
Quantinno Capital Management LP added81,980$5M0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC new81,222$5M0.2%2026-Q2
Swiss National Bank added80,400$5M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed80,162$5M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added76,705$4M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed61,961$4M0.2%2026-Q2
Russell Investments Group, Ltd. trimmed59,959$3M0.2%2026-Q2
Riverwater Partners LLC added59,829$3M0.2%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added58,370$3M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added56,138$3M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed55,129$3M0.1%2026-Q2
Callahan Advisors, LLC added54,830$3M0.1%2026-Q2
CITIGROUP INC added52,823$3M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed52,555$3M0.1%2026-Q2
RHUMBLINE ADVISERS added52,400$3M0.1%2026-Q2
Empowered Funds, LLC new51,722$3M0.1%2026-Q2
Sparta 24 Ltd. added50,000$3M0.1%2026-Q2
Corient Private Wealth LP added48,363$3M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed48,124$3M0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed46,796$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added46,530$2M0.1%2026-Q2
CAMPBELL NEWMAN ASSET MANAGEMENT INC added45,771$3M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed45,000$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed44,913$3M0.1%2026-Q2
Mariner, LLC added43,114$3M0.1%2026-Q2
Legal & General Group Plc added41,055$2M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed40,647$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added39,942$2M0.1%2026-Q2
Creative Planning added38,744$2M0.1%2026-Q2
Pathstone Holdings, LLC added38,310$2M0.1%2026-Q2
Graham Capital Management, L.P. trimmed37,658$2M0.1%2026-Q2
Alamar Capital Management, LLC trimmed37,120$2M0.1%2026-Q2
FJ Capital Management LLC trimmed36,966$2M0.1%2026-Q2
Dockside LLC added36,678$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P trimmed31,933$2M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added31,267$2M0.1%2026-Q2
DC Investments Management, LLC29,987$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added29,362$2M0.1%2026-Q2
VARCOV Co. added28,783$2M0.1%2026-Q2
FRANKLIN RESOURCES INC added28,502$2M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership