SKWD Institutional Ownership
Skyward Specialty Insurance Group, Inc.
1W: -5.0%
1M: +9.3%
3M: -6.3%
YTD: +20.5%
1Y: +26.4%
3Y: +111.1%
$58.59
-1.54 (-2.56%)
Weekly Expected Move ±4.1%
$55
$58
$60
$63
$65
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SKWD
279
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
44
New Positions
93
Increased
121
Reduced
32
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | REINHART PARTNERS, LLC. | 2,888,699 | $169M | -5,708 | -0.2% | 3Q | SEC ↗ |
| 2 | CALIFORNIA STATE TEACHERS RETIREMENT S | 2,620,674 | $154M | +2,575,371 | +5684.8% | 2Q | SEC ↗ |
| 3 | WESTWOOD HOLDINGS GROUP INC NEW | 1,274,445 | $75M | +1,274,445 | — | 1Q | SEC ↗ |
| 4 | WASATCH ADVISORS LP | 1,211,771 | $71M | +257,282 | +27.0% | 3Q | SEC ↗ |
| 5 | STATE STREET CORP NEW | 1,167,197 | $68M | +1,167,197 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 620,878 | $36M | +620,878 | — | 1Q | SEC ↗ |
| 7 | ASHFORD CAPITAL MANAGEMENT INC | 368,052 | $22M | -22,280 | -5.7% | 2Q | SEC ↗ |
| 8 | Freestone Grove Partners LP | 362,333 | $21M | -328,639 | -47.6% | 2Q | SEC ↗ |
| 9 | PEREGRINE CAPITAL MANAGEMENT LLC | 232,419 | $14M | -14,475 | -5.9% | 2Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC NEW | 225,144 | $13M | +225,144 | — | 1Q | SEC ↗ |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 168,681 | $10M | +168,681 | — | 1Q | SEC ↗ |
| 12 | Schonfeld Strategic Advisors LLC NEW | 108,109 | $6M | +108,109 | — | 1Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC NEW | 101,665 | $6M | +101,665 | — | 1Q | SEC ↗ |
| 14 | Corient Private Wealth LP NEW | 49,007 | $3M | +49,007 | — | 1Q | SEC ↗ |
| 15 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 45,771 | $3M | +18,607 | +68.5% | 2Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC NEW | 45,000 | $3M | +45,000 | — | 1Q | SEC ↗ |
| 17 | Mariner, LLC | 43,114 | $3M | +16,664 | +63.0% | 2Q | SEC ↗ |
| 18 | Pathstone Holdings, LLC NEW | 38,310 | $2M | +38,310 | — | 1Q | SEC ↗ |
| 19 | Alamar Capital Management, LLC | 37,120 | $2M | -7,375 | -16.6% | 2Q | SEC ↗ |
| 20 | Dockside LLC NEW | 36,678 | $2M | +36,678 | — | 1Q | SEC ↗ |
| 21 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 31,267 | $2M | +31,267 | — | 1Q | SEC ↗ |
| 22 | CENTAURUS FINANCIAL, INC. | 23,806 | $1M | +1,244 | +5.5% | 2Q | SEC ↗ |
| 23 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 22,585 | $1M | +22,585 | — | 1Q | SEC ↗ |
| 24 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 21,235 | $1M | +21,235 | — | 1Q | SEC ↗ |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, | 20,286 | $1M | +2,572 | +14.5% | 2Q | SEC ↗ |
| 26 | Man Group plc NEW | 19,897 | $1M | +19,897 | — | 1Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC NEW | 17,626 | $1M | +17,626 | — | 1Q | SEC ↗ |
| 28 | Belpointe Asset Management LLC NEW | 17,587 | $1M | +17,587 | — | 1Q | SEC ↗ |
| 29 | Fortis Capital Advisors, LLC NEW | 17,587 | $1M | +17,587 | — | 1Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN NEW | 15,934 | $934K | +15,934 | — | 1Q | SEC ↗ |
| 31 | Ellsworth Advisors, LLC NEW | 15,528 | $910K | +15,528 | — | 1Q | SEC ↗ |
| 32 | B. Metzler seel. Sohn & Co. AG NEW | 14,958 | $876K | +14,958 | — | 1Q | SEC ↗ |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 14,751 | $864K | +14,751 | — | 1Q | SEC ↗ |
| 34 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 13,700 | $803K | +13,700 | — | 1Q | SEC ↗ |
| 35 | State of Alaska, Department of Revenue | 11,336 | $664K | -7,584 | -40.1% | 2Q | SEC ↗ |
| 36 | ALPS ADVISORS INC NEW | 11,078 | $649K | +11,078 | — | 1Q | SEC ↗ |
| 37 | HMS Capital Management, LLC NEW | 10,470 | $613K | +10,470 | — | 1Q | SEC ↗ |
| 38 | Baird Financial Group, Inc. NEW | 10,016 | $587K | +10,016 | — | 1Q | SEC ↗ |
| 39 | KIRR MARBACH & CO LLC /IN/ | 8,786 | $515K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Assenagon Asset Management S.A. NEW | 8,176 | $479K | +8,176 | — | 1Q | SEC ↗ |
| 41 | INTECH INVESTMENT MANAGEMENT LLC NEW | 7,475 | $438K | +7,475 | — | 1Q | SEC ↗ |
| 42 | COMMERCE BANK NEW | 7,353 | $431K | +7,353 | — | 1Q | SEC ↗ |
| 43 | NORDEN GROUP LLC NEW | 5,558 | $326K | +5,558 | — | 1Q | SEC ↗ |
| 44 | ProShare Advisors LLC NEW | 5,480 | $321K | +5,480 | — | 1Q | SEC ↗ |
| 45 | CAPSTONE INVESTMENT ADVISORS, LLC NEW | 4,884 | $286K | +4,884 | — | 1Q | SEC ↗ |
| 46 | Vident Advisory, LLC NEW | 4,814 | $282K | +4,814 | — | 1Q | SEC ↗ |
| 47 | IMC-Chicago, LLC NEW | 4,689 | $275K | +4,689 | — | 1Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,377 | $256K | +4,377 | — | 1Q | SEC ↗ |
| 49 | HSBC HOLDINGS PLC | 3,917 | $229K | -3,217 | -45.1% | 2Q | SEC ↗ |
| 50 | Kesler, Norman & Wride, LLC NEW | 3,541 | $207K | +3,541 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 1,274,445 | $75M |
| STATE STREET CORP | 1,167,197 | $68M |
| GOLDMAN SACHS GROUP INC | 620,878 | $36M |
| AMERIPRISE FINANCIAL INC | 225,144 | $13M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 168,681 | $10M |
| Schonfeld Strategic Advisors LLC | 108,109 | $6M |
| ENVESTNET ASSET MANAGEMENT INC | 101,665 | $6M |
| Corient Private Wealth LP | 49,007 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 45,000 | $3M |
| Pathstone Holdings, LLC | 38,310 | $2M |
| Dockside LLC | 36,678 | $2M |
| STATE BOARD OF ADMINISTRATION OF FL | 31,267 | $2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22,585 | $1M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 21,235 | $1M |
| Man Group plc | 19,897 | $1M |
| Beacon Pointe Advisors, LLC | 17,626 | $1M |
| Fortis Capital Advisors, LLC | 17,587 | $1M |
| Belpointe Asset Management LLC | 17,587 | $1M |
| WELLS FARGO & COMPANY/MN | 15,934 | $934K |
| Ellsworth Advisors, LLC | 15,528 | $910K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,575,371 | +5684.8% | 2,620,674 |
| WASATCH ADVISORS LP | +257,282 | +27.0% | 1,211,771 |
| CAMPBELL NEWMAN ASSET MANAGEMENT IN | +18,607 | +68.5% | 45,771 |
| Mariner, LLC | +16,664 | +63.0% | 43,114 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +2,572 | +14.5% | 20,286 |
| CENTAURUS FINANCIAL, INC. | +1,244 | +5.5% | 23,806 |
| Financial Management Professionals, | +250 | +46.7% | 785 |
| GAMMA Investing LLC | +17 | +4.0% | 445 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Freestone Grove Partners LP | -328,639 | -47.6% | 362,333 |
| ASHFORD CAPITAL MANAGEMENT INC | -22,280 | -5.7% | 368,052 |
| PEREGRINE CAPITAL MANAGEMENT LLC | -14,475 | -5.9% | 232,419 |
| State of Alaska, Department of Reve | -7,584 | -80.2% | 1,876 |
| Alamar Capital Management, LLC | -7,375 | -16.6% | 37,120 |
| REINHART PARTNERS, LLC. | -5,708 | -0.2% | 2,888,699 |
| HSBC HOLDINGS PLC | -3,217 | -45.1% | 3,917 |
| TD PRIVATE CLIENT WEALTH LLC | -73 | -89.0% | 9 |
| Parkside Financial Bank & Trust | -8 | -4.6% | 167 |
| Farther Finance Advisors, LLC | -3 | -12.5% | 21 |