Skyward Specialty Insurance Group Ownership 2024 | Who Owns Skyward Specialty Insurance Group Now?
Institutional Ownership
38.47%
Insider Ownership
12.83%
Retail Ownership
48.71%
Institutional Holders
79.00
Skyward Specialty Insurance Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 0.91% | 149,475 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.58% | 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 TRUST | 0.21% | 306,732 | 208,788 | 213.17% | Feb 29, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.20% | 72,592 | 29,185 | 67.24% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.15% | 369,521 | 129,913 | 54.22% | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.15% | 118,925 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.11% | 115,700 | 33,900 | 41.44% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.08% | 50,367 | 12,400 | 32.66% | Feb 29, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.07% | 730,038 | 153,680 | 26.66% | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 303,725 | -47,673 | -13.57% | Mar 28, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.06% | 75,598 | -54,915 | -42.08% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 17,602 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 247,296 | - | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 2,212,423 | 775,629 | 53.98% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.03% | 319,364 | - | - | Feb 29, 2024 |
| CRM Mutual Fund Trust | 0.03% | 13,236 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.02% | 207,877 | 35,121 | 20.33% | Mar 28, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.02% | 24,942 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.01% | 3,346 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.01% | 62,534 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 22,049 | 22,049 | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 102,715 | 28,314 | 38.06% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 184 | -47 | -20.35% | Dec 31, 2023 |
| ROYCE VALUE TRUST, INC. | 0.01% | 5,000 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.01% | 427,070 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 160,939 | 6,526 | 4.23% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 27,748 | 2,136 | 8.34% | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 325,000 | 45,000 | 16.07% | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 101,069 | -13,188 | -11.54% | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 70,525 | 2,154 | 3.15% | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 15,000 | 15,000 | - | Mar 31, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.00% | 1,679 | - | - | Jan 31, 2024 |
| Series Portfolios Trust | 0.00% | 5,684 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 23,398 | 6,473 | 38.25% | Mar 28, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 90,112 | 23,661 | 35.61% | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 71,249 | -136,772 | -65.75% | Jan 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.00% | 3,000 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 580,000 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 12,000 | - | - | Jan 31, 2024 |
| Columbia Funds Series Trust II | 0.00% | 184,602 | -20,232 | -9.88% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 43,122 | - | - | Feb 29, 2024 |
| ROYCE FUND | 0.00% | 2,909 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 9,773 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 6,058 | 1,365 | 29.09% | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 36,919 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 21,489 | -1,651 | -7.13% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,067 | -1,297 | -13.85% | Mar 31, 2024 |
| Global X Funds | 0.00% | 11,171 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 3,200 | 3,200 | - | Mar 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 64,233 | -21,866 | -25.40% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,170 | -48 | -1.49% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 592 | 592 | - | Mar 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 72,825 | -2,397 | -3.19% | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 38,230 | 38,230 | - | Feb 29, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 11,617 | 11,617 | - | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 472,349 | 6,473 | 1.39% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 12,767 | -2,866 | -18.33% | Mar 28, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 27,111 | -18,803 | -40.95% | Jan 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 185,948 | 20,327 | 12.27% | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 173,456 | 13,187 | 8.23% | Mar 28, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 217 | - | - | Dec 31, 2023 |
| Voya INVESTORS TRUST | 0.00% | 2,113 | -2,726 | -56.33% | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 37,434 | - | - | Feb 29, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 243,546 | -139 | -0.06% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 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 Trust | 0.00% | 12,768 | -2,144 | -14.38% | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 107 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,379 | 115 | 5.08% | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 20,516 | - | - | Jan 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 34,179 | 34,179 | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 52,575 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 50,182 | -12,790 | -20.31% | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 14 | - | - | Dec 31, 2023 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,705 | -10 | -0.37% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 | 0.00% | 1,309 | -508 | -27.96% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | 0.00% | 646 | 137 | 26.92% | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 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 INC | 0.00% | 187 | 187 | - | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 3,876 | -452 | -10.44% | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 8,527 | -1,062,831 | -99.20% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 57 | 57 | - | 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
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 23 | 79 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 23 | 12,560,452 | - |
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
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 23 | 38.47% | - |
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 23 | - | - |
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 23 | - | - |
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 23 | 79 | - | 12,560,452 | - | 38.47% | - | - | - | - | - |
Skyward Specialty Insurance Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 11 | 18.18% |
| Q2 2024 | 9 | 6 | 150.00% |
| Q1 2024 | 35 | 38 | 92.11% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 4 | 2 | 200.00% |
| Q2 2023 | 5 | 3 | 166.67% |
| Q1 2023 | 45 | 29 | 155.17% |
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 4 | - |
| Q1 2024 | 1 | 12 | 8.33% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 1 | - | - |
| 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
SKWD Ownership FAQ
Who Owns Skyward Specialty Insurance Group?
Skyward Specialty Insurance Group is owned by institutional shareholders (38.47%), insiders (12.83%), 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).
How many Skyward Specialty Insurance Group shareholders are there?
As of Mar 2023, there are 79 institutional shareholders of Skyward Specialty Insurance Group.