Skyward Specialty Insurance Group Ownership 2024 | Who Owns Skyward Specialty Insurance Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

38.47%

Insider Ownership

12.82%

Retail Ownership

48.71%

Institutional Holders

79.00

Skyward Specialty Insurance Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios0.91%149,475--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.58%244,308-37,919-13.44%Jan 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.0.33%603,256--Mar 31, 2024
Voya EQUITY TRUST0.21%306,732208,788213.17%Feb 29, 2024
Voya VARIABLE PRODUCTS TRUST0.20%72,59229,18567.24%Mar 31, 2024
Federated Hermes MDT Series0.15%369,521129,91354.22%Jan 31, 2024
T. Rowe Price Financial Services Fund, Inc.0.15%118,925--Mar 31, 2024
OBERWEIS FUNDS0.11%115,70033,90041.44%Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.08%50,36712,40032.66%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.07%730,038153,68026.66%Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.07%303,725-47,673-13.57%Mar 28, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.06%75,598-54,915-42.08%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.03%17,602--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.03%247,296--Mar 31, 2024
SMALLCAP WORLD FUND INC0.03%2,212,423775,62953.98%Mar 31, 2024
Ultimus Managers Trust0.03%319,364--Feb 29, 2024
CRM Mutual Fund Trust0.03%13,236--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.02%207,87735,12120.33%Mar 28, 2024
T. Rowe Price Equity Series, Inc.0.02%24,942--Mar 31, 2024
Federated Hermes Index Trust0.01%3,346--Jan 31, 2024
TIMOTHY PLAN0.01%62,534--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.01%22,04922,049-Feb 29, 2024
VANGUARD EXPLORER FUND0.01%102,71528,31438.06%Jan 31, 2024
Humankind Benefit Corp0.01%184-47-20.35%Dec 31, 2023
ROYCE VALUE TRUST, INC.0.01%5,000--Mar 31, 2024
FINANCIAL INVESTORS TRUST0.01%427,070--Jan 31, 2024
Columbia Funds Variable Series Trust II0.00%160,9396,5264.23%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%27,7482,1368.34%Mar 28, 2024
OLD WESTBURY FUNDS INC0.00%325,00045,00016.07%Jan 31, 2024
OPTIMUM FUND TRUST0.00%101,069-13,188-11.54%Mar 28, 2024
SCHWAB CAPITAL TRUST0.00%70,5252,1543.15%Jan 31, 2024
Investment Managers Series Trust II0.00%15,00015,000-Mar 31, 2024
T. Rowe Price Global Allocation Fund, Inc.0.00%1,679--Jan 31, 2024
Series Portfolios Trust0.00%5,684--Jan 31, 2024
PENN SERIES FUNDS INC0.00%23,3986,47338.25%Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.00%90,11223,66135.61%Feb 29, 2024
CALAMOS INVESTMENT TRUST/IL0.00%71,249-136,772-65.75%Jan 31, 2024
FEDERATED HERMES INSURANCE SERIES0.00%3,000--Mar 31, 2024
Advisors' Inner Circle Fund II0.00%580,000--Jan 31, 2024
Federated Hermes Equity Funds0.00%12,000--Jan 31, 2024
Columbia Funds Series Trust II0.00%184,602-20,232-9.88%Feb 29, 2024
RBB FUND, INC.0.00%43,122--Feb 29, 2024
ROYCE FUND0.00%2,909--Mar 31, 2024
Managed Portfolio Series0.00%9,773--Mar 31, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%6,0581,36529.09%Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%36,919--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%21,489-1,651-7.13%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%8,067-1,297-13.85%Mar 31, 2024
Global X Funds0.00%11,171--Jan 31, 2024
JPMORGAN INSURANCE TRUST0.00%3,2003,200-Mar 31, 2023
RUSSELL INVESTMENT CO0.00%64,233-21,866-25.40%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%3,170-48-1.49%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%592592-Mar 31, 2024
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%72,825-2,397-3.19%Mar 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%38,23038,230-Feb 29, 2024
Goldman Sachs ETF Trust0.00%11,61711,617-Feb 29, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%472,3496,4731.39%Feb 29, 2024
NORTHERN FUNDS0.00%12,767-2,866-18.33%Mar 28, 2024
PACE SELECT ADVISORS TRUST0.00%27,111-18,803-40.95%Jan 31, 2024
GOLDMAN SACHS TRUST0.00%185,94820,32712.27%Feb 29, 2024
ADVANCED SERIES TRUST0.00%173,45613,1878.23%Mar 28, 2024
RYDEX SERIES FUNDS0.00%217--Dec 31, 2023
Voya INVESTORS TRUST0.00%2,113-2,726-56.33%Mar 31, 2024
JPMORGAN TRUST II0.00%37,434--Feb 29, 2024
PRINCIPAL FUNDS, INC.0.00%243,546-139-0.06%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%65,515-9,505-12.67%Mar 31, 2024
EMPOWER FUNDS, INC.0.00%32,086-5,531-14.70%Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%12,768-2,144-14.38%Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%107--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%2,3791155.08%Jan 31, 2024
JPMorgan Trust I0.00%20,516--Jan 31, 2024
TRANSAMERICA FUNDS0.00%34,17934,179-Jan 31, 2024
TIAA-CREF FUNDS0.00%52,575--Jan 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%50,182-12,790-20.31%Dec 31, 2023
RYDEX VARIABLE TRUST0.00%14--Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%2,705-10-0.37%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 20.00%1,309-508-27.96%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VIII0.00%64613726.92%Feb 29, 2024
MASSMUTUAL SELECT FUNDS0.00%3,226-1,000-23.66%Dec 31, 2023
T. Rowe Price Multi-Strategy Total Return Fund, Inc.0.00%173--Jan 31, 2024
WILSHIRE MUTUAL FUNDS INC0.00%187187-Dec 31, 2023
BLACKROCK FUNDS0.00%3,876-452-10.44%Jan 31, 2024
iSHARES TRUST0.00%8,527-1,062,831-99.20%Mar 31, 2024
Advisors' Inner Circle Fund III0.00%5757-Jan 31, 2024

Skyward Specialty Insurance Group's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 149.47K shares, compromising 0.91% of its total assets.

Skyward Specialty Insurance Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2379-

As of 31 Mar 23, 79 institutions are holding Skyward Specialty Insurance Group's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2312,560,452-

Skyward Specialty Insurance Group (SKWD) has 12.56M shares outstanding as of 31 Mar 23, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2338.47%-

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23--

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 23--

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2379-12,560,452-38.47%-----

Skyward Specialty Insurance Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Terry Katharinedirector-S-SaleSell1,653$36.87$60.95K4,001
May 13, 2024WESTAIM Corp10 percent owner-S-SaleSell5,060,000$36.50$184.69M1,919,639

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,880---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,262---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,262---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell5,000---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell5,000---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell747---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell747---
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell---215
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell1,495---
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell997---
Aug 09, 2024Terry Katharinedirector-S-SaleSell1,653$36.87$60.95K4,001
May 13, 2024WESTAIM Corp10 percent owner-S-SaleSell5,060,000$36.50$184.69M1,919,639

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTA-AwardBuy216--216
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTA-AwardBuy216--216
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,880---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,262---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell1,262---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell5,000---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell5,000---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell747---
Aug 09, 2024Clark Chase Mofficer SENIOR VICE PRESIDENTSell747---
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell---215
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell1,495---
Aug 09, 2024Khan Shakoorofficer SVP CORP. DEVELOPMENTSell997---
Aug 09, 2024Terry Katharinedirector-S-SaleSell1,653$36.87$60.95K4,001
May 13, 2024WESTAIM Corp10 percent owner-S-SaleSell5,060,000$36.50$184.69M1,919,639
May 13, 2024Terry Katharinedirector-A-AwardBuy2,779--2,779
May 13, 2024Morrissey Michael J.director-A-AwardBuy2,779--2,779
May 13, 2024Kuczinski Anthony Jdirector-A-AwardBuy2,779--2,779
May 13, 2024Hays James Charlesdirector-A-AwardBuy2,779--2,779
May 13, 2024Dall Marcia Adirector-A-AwardBuy2,779--2,779
May 13, 2024Ashe Gena Ldirector-A-AwardBuy2,779--2,779

The last insider sell of Skyward Specialty Insurance Group's stock was made by Clark Chase M on Aug 09 2024, selling 1,880 shares at - per share (valued at -).

Skyward Specialty Insurance Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202421118.18%
Q2 202496150.00%
Q1 2024353892.11%
Q4 202311100.00%
Q3 202342200.00%
Q2 202353166.67%
Q1 20234529155.17%

2 total buy trades, and 11 total sell trades (buy/sell ratio of 0.18%) were made by Skyward Specialty Insurance Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-4-
Q1 20241128.33%
Q4 2023-1-
Q3 20231--
Q2 2023-2-
Q1 2023---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Skyward Specialty Insurance Group's stocks.

Skyward Specialty Insurance Group Peer Ownership


TickerCompany
RLIRLI Corp.
STCStewart Information Services Corporation
HMNHorace Mann Educators Corporation
NODKNI Holdings, Inc.
PRAProAssurance Corporation
GBLIGlobal Indemnity Group, LLC
DGICADonegal Group Inc.
KMPRKemper Corporation
SIGISelective Insurance Group, Inc.

SKWD Ownership FAQ


Skyward Specialty Insurance Group is owned by institutional shareholders (38.47%), insiders (12.82%), and public (48.71%). The largest institutional shareholder of Skyward Specialty Insurance Group is (0% of total shares) and the top mutual fund owner is Manager Directed Portfolios (0.91% of total shares).

As of Mar 2023, there are 79 institutional shareholders of Skyward Specialty Insurance Group.