SKWD — SKYWARD SPECIALTY INS GROUP
Reported value held$833.14M
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$648.40M · 13.54M sh
New / Add / Cut / Exit2 / 18 / 10 / 3
Top-5 / Top-10 concentration70.7% / 85.6%
Institutional holdings change
Accumulating +13.9%
(+1.65M sh)
Institutional value change
Up +46.2%
As of Q2 2026, 30 SEC-registered investment managers reported holding SKWD (SKYWARD SPECIALTY INS GROUP) in their latest 13F filings, with a combined reported value of $648.40M across 13.54M shares. That is +13.9% by share count (+1.65M shares) versus the previous quarter, while reported value moved +46.2%. Ownership is concentrated: the five largest holders account for 70.7% of reported value and the top ten for 85.6%.
Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SKWD is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.68M | $214.58M | 0.00% | Add |
| Invesco Ltd history | 2.04M | $118.90M | 0.01% | Add |
| Geode Capital Management history | 1.06M | $62.00M | 0.00% | Add |
| Goldman Sachs Group history | 620.88K | $36.23M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 461.96K | $26.96M | 0.00% | Add |
| Northern Trust Corp history | 400.66K | $23.38M | 0.00% | Add |
| JPMorgan Chase & Co history | 361.13K | $21.85M | 0.00% | New |
| Charles Schwab Investment Management history | 325.95K | $19.02M | 0.00% | Reduce |
| Royce & Associates history | 307.35K | $17.93M | 0.14% | Add |
| Morgan Stanley history | 241.95K | $14.12M | 0.00% | Add |
| Two Sigma Investments history | 239.51K | $13.98M | 0.01% | Reduce |
| Point72 Asset Management history | 222.06K | $12.96M | 0.01% | Reduce |
| Arrowstreet Capital history | 168.68K | $9.84M | 0.00% | Add |
| Balyasny Asset Management history | 152.22K | $8.88M | 0.01% | Reduce |
| BNY Mellon history | 139.33K | $8.13M | 0.00% | Add |
| Bank of America Corp history | 130.06K | $7.59M | 0.00% | Reduce |
| D. E. Shaw & Co history | 89.14K | $5.20M | 0.00% | Reduce |
| UBS Group AG history | 84.03K | $4.90M | 0.00% | Add |
| Citigroup Inc history | 52.82K | $3.08M | 0.00% | Add |
| AQR Capital Management history | 48.12K | $2.81M | 0.00% | Reduce |
| Deutsche Bank AG history | 46.80K | $2.73M | 0.00% | Reduce |
| Renaissance Technologies history | 45.00K | $2.63M | 0.00% | Reduce |
| Legal & General Investment Management America history | 41.05K | $2.40M | 0.00% | Add |
| Millennium Management history | 40.65K | $2.37M | 0.00% | New |
| Wells Fargo & Co history | 39.94K | $2.33M | 0.00% | Add |
| Franklin Resources history | 28.50K | $1.66M | 0.00% | Add |
| Manulife Financial history | 20.29K | $1.18M | 0.00% | Add |
| Prudential Financial history | 6.96K | $405.82K | 0.00% | Reduce |
| PNC Financial Services history | 3.64K | $212.51K | 0.00% | Add |
| T. Rowe Price Associates history | 2.44M | $142.41K | 0.01% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.33M | $145.40M | 0.00% | Add |
| Invesco Ltd history | 1.80M | $78.43M | 0.01% | Add |
| Geode Capital Management history | 998.29K | $43.62M | 0.00% | Add |
| Goldman Sachs Group history | 541.28K | $23.64M | 0.00% | Add |
| Northern Trust Corp history | 395.72K | $17.29M | 0.00% | Add |
| Two Sigma Investments history | 395.17K | $17.26M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 345.87K | $15.11M | 0.00% | Reduce |
| Point72 Asset Management history | 286.94K | $12.53M | 0.02% | Add |
| Deutsche Bank AG history | 278.16K | $12.15M | 0.00% | Reduce |
| Royce & Associates history | 239.15K | $10.45M | 0.10% | Add |
| Morgan Stanley history | 203.18K | $8.87M | 0.00% | Reduce |
| Balyasny Asset Management history | 201.56K | $8.80M | 0.01% | Reduce |
| D. E. Shaw & Co history | 173.46K | $7.58M | 0.01% | Reduce |
| Bank of America Corp history | 148.09K | $6.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 147.83K | $6.46M | 0.00% | Add |
| BNY Mellon history | 122.51K | $5.35M | 0.00% | Add |
| Citadel Advisors history | 108.54K | $4.74M | 0.00% | Reduce |
| Prudential Financial history | 71.08K | $3.10M | 0.00% | Add |
| Renaissance Technologies history | 69.30K | $3.03M | 0.01% | Reduce |
| AQR Capital Management history | 62.29K | $2.72M | 0.00% | Add |
| UBS Group AG history | 47.11K | $2.06M | 0.00% | Reduce |
| Arrowstreet Capital history | 45.76K | $2.00M | 0.00% | New |
| Legal & General Investment Management America history | 39.81K | $1.74M | 0.00% | Reduce |
| Marshall Wace history | 39.15K | $1.71M | 0.00% | New |
| Manulife Financial history | 17.71K | $773.75K | 0.00% | Add |
| Wells Fargo & Co history | 15.93K | $696.00K | 0.00% | Reduce |
| Janus Henderson Group history | 14.90K | $651.13K | 0.00% | Reduce |
| Franklin Resources history | 7.04K | $307.51K | 0.00% | Reduce |
| Citigroup Inc history | 6.02K | $262.87K | 0.00% | Add |
| PNC Financial Services history | 3.02K | $131.78K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.74M | $75.79K | 0.01% | Add |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.83M | $144.39M | 0.00% | Add |
| Vanguard Group history | 2.56M | $130.59M | 0.00% | Add |
| Invesco Ltd history | 1.45M | $74.19M | 0.01% | Add |
| Geode Capital Management history | 937.12K | $47.90M | 0.00% | Add |
| Balyasny Asset Management history | 753.05K | $38.49M | 0.05% | Reduce |
| Franklin Resources history | 606.82K | $31.01M | 0.01% | Reduce |
| Deutsche Bank AG history | 602.78K | $30.81M | 0.01% | Reduce |
| Two Sigma Investments history | 569.42K | $29.10M | 0.04% | Add |
| Goldman Sachs Group history | 515.21K | $26.33M | 0.00% | Add |
| Capital World Investors history | 508.85K | $26.01M | 0.00% | Reduce |
| Northern Trust Corp history | 389.02K | $19.88M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 357.04K | $18.25M | 0.00% | Add |
| Citadel Advisors history | 331.54K | $16.95M | 0.00% | Add |
| Morgan Stanley history | 284.81K | $14.56M | 0.00% | Reduce |
| UBS Group AG history | 234.37K | $11.98M | 0.00% | Add |
| Point72 Asset Management history | 202.84K | $10.37M | 0.01% | Add |
| Royce & Associates history | 202.66K | $10.36M | 0.10% | Add |
| D. E. Shaw & Co history | 194.40K | $9.94M | 0.01% | Reduce |
| Renaissance Technologies history | 158.90K | $8.12M | 0.01% | Add |
| Bank of America Corp history | 135.01K | $6.90M | 0.00% | Reduce |
| Millennium Management history | 125.74K | $6.43M | 0.00% | Reduce |
| BNY Mellon history | 121.03K | $6.19M | 0.00% | Hold |
| Principal Global Investors history | 90.46K | $4.62M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 62.06K | $3.17M | 0.00% | Add |
| JPMorgan Chase & Co history | 61.97K | $3.17M | 0.00% | Reduce |
| Prudential Financial history | 53.62K | $2.74M | 0.00% | Add |
| Janus Henderson Group history | 48.73K | $2.49M | 0.00% | Add |
| Wells Fargo & Co history | 48.69K | $2.49M | 0.00% | Add |
| Legal & General Investment Management America history | 45.72K | $2.34M | 0.00% | Add |
| AQR Capital Management history | 32.38K | $1.65M | 0.00% | Add |
| Lazard Asset Management history | 30.34K | $1.55M | 0.00% | New |
| Manulife Financial history | 17.49K | $893.71K | 0.00% | Reduce |
| Citigroup Inc history | 4.64K | $237.05K | 0.00% | Reduce |
| PNC Financial Services history | 3.06K | $156.19K | 0.00% | Add |
| T. Rowe Price Associates history | 1.18M | $60.51K | 0.01% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.68M | $127.26M | 0.00% | Add |
| Vanguard Group history | 2.45M | $116.66M | 0.00% | Add |
| Invesco Ltd history | 1.38M | $65.70M | 0.01% | Reduce |
| Capital World Investors history | 1.02M | $48.40M | 0.01% | Hold |
| Balyasny Asset Management history | 947.17K | $45.05M | 0.06% | Add |
| Geode Capital Management history | 930.02K | $44.24M | 0.00% | Add |
| Franklin Resources history | 775.01K | $36.86M | 0.01% | Reduce |
| Deutsche Bank AG history | 648.60K | $30.85M | 0.01% | Add |
| Two Sigma Investments history | 471.96K | $22.45M | 0.04% | Add |
| Northern Trust Corp history | 415.53K | $19.76M | 0.00% | Add |
| Morgan Stanley history | 383.29K | $18.23M | 0.00% | Reduce |
| Goldman Sachs Group history | 359.10K | $17.08M | 0.00% | Add |
| Charles Schwab Investment Management history | 350.51K | $16.67M | 0.00% | Add |
| Millennium Management history | 324.92K | $15.45M | 0.01% | Add |
| D. E. Shaw & Co history | 226.31K | $10.76M | 0.01% | Add |
| Royce & Associates history | 162.32K | $7.72M | 0.08% | Add |
| UBS Group AG history | 162.17K | $7.71M | 0.00% | Add |
| Bank of America Corp history | 154.89K | $7.37M | 0.00% | Reduce |
| Marshall Wace history | 147.12K | $7.00M | 0.01% | Add |
| Renaissance Technologies history | 122.20K | $5.81M | 0.01% | Add |
| BNY Mellon history | 120.91K | $5.75M | 0.00% | Add |
| JPMorgan Chase & Co history | 81.50K | $3.88M | 0.00% | Reduce |
| Citadel Advisors history | 68.21K | $3.24M | 0.00% | Reduce |
| Principal Global Investors history | 59.34K | $2.82M | 0.00% | Reduce |
| Janus Henderson Group history | 43.46K | $2.07M | 0.00% | Reduce |
| Legal & General Investment Management America history | 43.40K | $2.06M | 0.00% | Reduce |
| Prudential Financial history | 29.68K | $1.41M | 0.00% | Reduce |
| Wells Fargo & Co history | 28.64K | $1.36M | 0.00% | Reduce |
| Manulife Financial history | 18.47K | $878.62K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 18.17K | $864.02K | 0.00% | Add |
| Point72 Asset Management history | 13.45K | $639.83K | 0.00% | New |
| AQR Capital Management history | 11.69K | $555.98K | 0.00% | Reduce |
| Citigroup Inc history | 7.31K | $347.71K | 0.00% | Reduce |
| PNC Financial Services history | 1.66K | $79.14K | 0.00% | Add |
| T. Rowe Price Associates history | 1.15M | $54.71K | 0.01% | Add |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.60M | $150.19M | 0.00% | Reduce |
| Vanguard Group history | 2.33M | $134.78M | 0.00% | Reduce |
| Invesco Ltd history | 1.79M | $103.45M | 0.02% | Add |
| Franklin Resources history | 1.38M | $79.73M | 0.02% | Add |
| Capital World Investors history | 1.02M | $58.81M | 0.01% | Add |
| Geode Capital Management history | 875.83K | $50.62M | 0.00% | Reduce |
| Morgan Stanley history | 487.12K | $28.15M | 0.00% | Reduce |
| Prudential Financial history | 416.45K | $24.07M | 0.03% | Add |
| Northern Trust Corp history | 406.89K | $23.51M | 0.00% | Reduce |
| Goldman Sachs Group history | 353.14K | $20.41M | 0.00% | Reduce |
| Deutsche Bank AG history | 348.26K | $20.13M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 280.34K | $16.20M | 0.00% | Add |
| Manulife Financial history | 218.99K | $12.66M | 0.01% | Reduce |
| Two Sigma Investments history | 215.65K | $12.46M | 0.02% | Reduce |
| Balyasny Asset Management history | 185.09K | $10.70M | 0.02% | New |
| Janus Henderson Group history | 184.03K | $10.64M | 0.01% | Add |
| Bank of America Corp history | 178.70K | $10.33M | 0.00% | Add |
| Millennium Management history | 146.51K | $8.47M | 0.00% | Add |
| Royce & Associates history | 125.06K | $7.23M | 0.07% | Reduce |
| BNY Mellon history | 119.63K | $6.91M | 0.00% | Hold |
| D. E. Shaw & Co history | 110.97K | $6.41M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 106.04K | $6.13M | 0.00% | Add |
| UBS Group AG history | 93.01K | $5.38M | 0.00% | Add |
| Citadel Advisors history | 84.67K | $4.89M | 0.00% | Reduce |
| Principal Global Investors history | 77.01K | $4.45M | 0.00% | Reduce |
| Renaissance Technologies history | 75.30K | $4.35M | 0.01% | Add |
| Wellington Management Group history | 73.25K | $4.23M | 0.00% | New |
| Legal & General Investment Management America history | 46.36K | $2.68M | 0.00% | Hold |
| Wells Fargo & Co history | 34.78K | $2.01M | 0.00% | Reduce |
| Marshall Wace history | 31.75K | $1.83M | 0.00% | New |
| Citigroup Inc history | 24.09K | $1.39M | 0.00% | Reduce |
| AQR Capital Management history | 17.00K | $982.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.84K | $106.64K | 0.00% | Add |
| T. Rowe Price Associates history | 1.11M | $64.42K | 0.01% | Add |
| PNC Financial Services history | 177 | $10.23K | 0.00% | Reduce |
| Lazard Asset Management history | 2.80K | $160 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.76M | $146.22M | 0.00% | Reduce |
| Vanguard Group history | 2.50M | $132.47M | 0.00% | Add |
| Invesco Ltd history | 1.22M | $64.73M | 0.01% | Hold |
| Franklin Resources history | 1.18M | $62.48M | 0.02% | Add |
| Geode Capital Management history | 892.12K | $47.22M | 0.00% | Add |
| Capital World Investors history | 814.83K | $43.12M | 0.01% | Hold |
| Morgan Stanley history | 520.54K | $27.55M | 0.00% | Reduce |
| Goldman Sachs Group history | 519.57K | $27.50M | 0.01% | Reduce |
| Northern Trust Corp history | 462.91K | $24.50M | 0.00% | Add |
| Deutsche Bank AG history | 393.67K | $20.83M | 0.01% | Reduce |
| Prudential Financial history | 327.74K | $17.34M | 0.03% | New |
| Charles Schwab Investment Management history | 277.18K | $14.67M | 0.00% | Reduce |
| Two Sigma Investments history | 252.50K | $13.36M | 0.03% | Reduce |
| Royce & Associates history | 228.12K | $12.07M | 0.13% | Add |
| Manulife Financial history | 226.55K | $11.99M | 0.01% | Reduce |
| D. E. Shaw & Co history | 195.82K | $10.36M | 0.01% | Reduce |
| Bank of America Corp history | 135.45K | $7.17M | 0.00% | Reduce |
| BNY Mellon history | 119.75K | $6.34M | 0.00% | Reduce |
| Citadel Advisors history | 109.39K | $5.79M | 0.00% | Add |
| JPMorgan Chase & Co history | 100.13K | $5.30M | 0.00% | Reduce |
| Principal Global Investors history | 92.80K | $4.91M | 0.00% | Add |
| UBS Group AG history | 73.09K | $3.87M | 0.00% | Reduce |
| Millennium Management history | 66.19K | $3.50M | 0.00% | New |
| Renaissance Technologies history | 62.70K | $3.32M | 0.01% | Add |
| Legal & General Investment Management America history | 46.20K | $2.44M | 0.00% | Add |
| Wells Fargo & Co history | 45.88K | $2.43M | 0.00% | Add |
| Janus Henderson Group history | 34.60K | $1.82M | 0.00% | Reduce |
| Arrowstreet Capital history | 31.16K | $1.65M | 0.00% | Add |
| Citigroup Inc history | 30.30K | $1.60M | 0.00% | Reduce |
| AQR Capital Management history | 20.16K | $1.07M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.67K | $88.30K | 0.00% | Add |
| T. Rowe Price Associates history | 1.09M | $57.90K | 0.01% | Add |
| PNC Financial Services history | 213 | $11.27K | 0.00% | Add |
| Lazard Asset Management history | 2.60K | $137 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 361.13K sh · $21.85M
- Millennium Management 40.65K sh · $2.37M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 108.54K sh · $4.74M
- Marshall Wace sold 39.15K sh · $1.71M
- Janus Henderson Group sold 14.90K sh · $651.13K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.68M | 3.33M | 2.83M | 2.68M | 2.60M | 2.76M | 2.85M | 2.83M | — | — | — | — | — | — |
| Invesco Ltd | 2.04M | 1.80M | 1.45M | 1.38M | 1.79M | 1.22M | 1.22M | 1.12M | 1.00M | 40.46K | 40.82K | 41.35K | 33.37K | 42.02K |
| Geode Capital Management | 1.06M | 998.29K | 937.12K | 930.02K | 875.83K | 892.12K | 864.26K | 863.75K | 892.91K | 682.28K | 594.77K | 524.96K | 202.14K | 214.57K |
| Goldman Sachs Group | 620.88K | 541.28K | 515.21K | 359.10K | 353.14K | 519.57K | 580.71K | 831.00K | 743.69K | 650.71K | 458.30K | 71.09K | 57.86K | 15.19K |
| Fidelity Management & Research (FMR) | 461.96K | 147.83K | 62.06K | 18.17K | 1.84K | 1.67K | 1.12K | 775 | 629 | 552 | 378 | 95 | 82 | 59 |
| Northern Trust Corp | 400.66K | 395.72K | 389.02K | 415.53K | 406.89K | 462.91K | 390.71K | 330.29K | 298.59K | 263.58K | 225.42K | 208.75K | 94.61K | 87.21K |
| JPMorgan Chase & Co | 361.13K | — | 61.97K | 81.50K | 106.04K | 100.13K | 160.65K | 86.30K | 64.96K | 153.04K | 157.15K | 173.80K | 171.63K | 109.81K |
| Charles Schwab Investment Management | 325.95K | 345.87K | 357.04K | 350.51K | 280.34K | 277.18K | 283.63K | 279.94K | 298.81K | 251.74K | 232.64K | 201.90K | 71.06K | 70.46K |
| Royce & Associates | 307.35K | 239.15K | 202.66K | 162.32K | 125.06K | 228.12K | 116.80K | 66.04K | — | — | — | 364.54K | 457.88K | 344.68K |
| Morgan Stanley | 241.95K | 203.18K | 284.81K | 383.29K | 487.12K | 520.54K | 576.71K | 1.02M | 818.46K | 1.06M | 1.61M | 781.20K | 46.80K | 13.88K |
| Two Sigma Investments | 239.51K | 395.17K | 569.42K | 471.96K | 215.65K | 252.50K | 320.65K | 407.64K | 533.69K | 472.70K | 666.63K | 509.83K | 143.21K | 153.96K |
| Point72 Asset Management | 222.06K | 286.94K | 202.84K | 13.45K | — | — | — | — | — | 7.90K | 4.40K | 111.36K | 333.27K | 364.22K |
| Arrowstreet Capital | 168.68K | 45.76K | — | — | — | 31.16K | 29.02K | 11.92K | — | 120.65K | 6.61K | — | — | — |
| Balyasny Asset Management | 152.22K | 201.56K | 753.05K | 947.17K | 185.09K | — | — | — | — | — | 36.98K | 9.85K | 201.15K | 68.60K |
| BNY Mellon | 139.33K | 122.51K | 121.03K | 120.91K | 119.63K | 119.75K | 122.40K | 110.01K | 140.00K | 117.87K | 120.57K | 91.35K | 29.57K | 29.88K |
| Bank of America Corp | 130.06K | 148.09K | 135.01K | 154.89K | 178.70K | 135.45K | 144.26K | 121.69K | 113.30K | 109.47K | 166.96K | 156.02K | 115.21K | 60.43K |
| D. E. Shaw & Co | 89.14K | 173.46K | 194.40K | 226.31K | 110.97K | 195.82K | 282.47K | 365.72K | 288.02K | 258.49K | 298.12K | 79.50K | — | — |
| UBS Group AG | 84.03K | 47.11K | 234.37K | 162.17K | 93.01K | 73.09K | 173.34K | 42.95K | 25.16K | 52.94K | 808 | — | 7.64K | — |
| Citigroup Inc | 52.82K | 6.02K | 4.64K | 7.31K | 24.09K | 30.30K | 54.51K | 31.33K | 21.49K | 10.29K | 3.39K | 28 | 3.44K | — |
| AQR Capital Management | 48.12K | 62.29K | 32.38K | 11.69K | 17.00K | 20.16K | 27.12K | 17.30K | 9.08K | 9.53K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details