Titelia

Fund shareholders of Skyward Specialty Insurance Group Inc

ISIN US8309401029 · United States · LEI 549300GXGXJG0YH4VN21

Fund shareholders
263
Of which ETFs
58 205 other funds
Value held
727.9M $ 124.8M SEK
Share of capital
37.5 % of 44.4M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,170,91551.1M $0.00 %2.64 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 954,81941.7M $0.06 %2.15 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 870,22838M $0.46 %1.96 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 831,37836.3M $0.04 %1.87 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 720,47933.5M $0.14 %1.62 %as of Feb 28, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 548,66024M $1.09 %1.24 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 495,00023M $3.80 %1.11 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 475,15620.8M $1.23 %1.07 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 458,92820M $0.02 %1.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 386,78417.6M $0.05 %0.87 %as of Apr 30, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 352,00015.4M $1.50 %0.79 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 319,19113.9M $0.11 %0.72 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 300,000124.8M SEK1.96 %0.68 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 289,64012.7M $1.08 %0.65 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 261,88811.9M $0.63 %0.59 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 232,32610.6M $0.05 %0.52 %as of Apr 30, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 222,8719.7M $0.96 %0.50 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 205,0489M $0.51 %0.46 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 198,7589.2M $0.02 %0.45 %as of Feb 28, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 192,9728.8M $0.62 %0.43 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 187,7998.5M $0.94 %0.42 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 182,9578.5M $0.04 %0.41 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 182,1598.3M $0.04 %0.41 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 177,1638.2M $0.05 %0.40 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 170,8207.5M $1.79 %0.38 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 167,8167.3M $0.47 %0.38 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 158,0996.9M $2.15 %0.36 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 157,9717.2M $0.19 %0.36 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 143,2826.5M $0.05 %0.32 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 142,3016.2M $0.07 %0.32 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 139,4436.1M $0.42 %0.31 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 138,9006.1M $0.15 %0.31 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 133,3625.8M $0.86 %0.30 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 127,9355.8M $0.25 %0.29 %as of Apr 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 126,0445.5M $1.08 %0.28 %as of Mar 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 124,2035.8M $1.44 %0.28 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 121,8295.3M $0.07 %0.27 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 119,0965.4M $0.73 %0.27 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 116,3485.4M $0.12 %0.26 %as of Feb 27, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 114,0005.2M $0.07 %0.26 %as of Apr 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 113,6365M $0.47 %0.26 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 107,9904.9M $1.31 %0.24 %as of Apr 30, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 102,4264.5M $1.53 %0.23 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 98,6794.3M $0.22 %0.22 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 96,1044.4M $0.01 %0.22 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 95,7504.4M $0.47 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 86,0323.9M $0.05 %0.19 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 80,3823.5M $0.61 %0.18 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 78,6903.6M $0.34 %0.18 %as of Apr 30, 2026 ↗
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 77,2323.5M $1.08 %0.17 %as of Apr 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 74,9003.4M $0.60 %0.17 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 72,5533.4M $0.14 %0.16 %as of Feb 28, 2026 ↗
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 72,3183.2M $1.20 %0.16 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 70,9143.3M $0.00 %0.16 %as of Feb 28, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 70,8043.2M $0.62 %0.16 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 69,1693M $0.93 %0.16 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 67,9263M $0.47 %0.15 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 67,7843.1M $0.34 %0.15 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 66,7822.9M $0.07 %0.15 %as of Mar 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 66,5362.9M $0.78 %0.15 %as of Mar 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 66,1212.9M $0.16 %0.15 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 61,5942.7M $0.81 %0.14 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 60,8592.8M $0.02 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 59,4762.6M $0.00 %0.13 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 59,0552.7M $0.19 %0.13 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 58,3632.5M $0.05 %0.13 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 56,4892.5M $0.71 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 56,0212.6M $0.00 %0.13 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 54,5702.4M $0.31 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 49,2472.2M $0.86 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,0002.2M $0.01 %0.11 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,8652.2M $0.00 %0.11 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 46,3602.1M $1.98 %0.10 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 46,2732.1M $0.10 %0.10 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 46,2272.1M $0.05 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 44,2692.1M $1.26 %0.10 %as of Feb 28, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 42,3422M $2.01 %0.10 %as of Feb 28, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 42,0171.9M $1.12 %0.09 %as of Apr 30, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 41,6211.8M $0.90 %0.09 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 41,5001.8M $0.39 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 40,9171.8M $0.05 %0.09 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 38,7881.7M $0.25 %0.09 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 36,2821.6M $0.12 %0.08 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 36,1291.6M $0.02 %0.08 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 34,6691.5M $0.92 %0.08 %as of Mar 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 34,0251.5M $0.95 %0.08 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 33,8261.5M $1.32 %0.08 %as of Mar 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 33,5001.6M $0.14 %0.08 %as of Feb 27, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 32,8021.5M $0.11 %0.07 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 31,7021.4M $0.12 %0.07 %as of Apr 30, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 30,8621.3M $1.09 %0.07 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 30,4811.3M $0.19 %0.07 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 30,0311.4M $0.66 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 29,7671.3M $0.11 %0.07 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 27,3651.2M $0.52 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 27,1311.3M $0.82 %0.06 %as of Feb 28, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 26,0921.1M $0.73 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 26,0241.2M $0.01 %0.06 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,3931.2M $0.00 %0.06 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 24,9991.1M $0.04 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Reinhart Genesis PMV Fund Managed Portfolio Series 3.80 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 2.15 %as of Mar 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.01 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 1.98 %as of Apr 30, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 1.96 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.79 %as of Mar 31, 2026 ↗
F/m Emerald Special Situations ETF RBB Fund, Inc. 1.72 %as of Apr 30, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 1.63 %as of Mar 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 1.59 %as of Apr 30, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 1.53 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2262016,343,659-7.2 %
2026Q1262+417,608,186-0.3 %
2025Q4258-1317,662,336-10.0 %
2025Q3271-1719,632,172-0.3 %
2025Q2288+1519,683,871+2.9 %
2025Q1273-219,126,149+2.0 %
2024Q4275+1118,743,137+5.0 %
2024Q3264+2817,847,684+25.9 %
2024Q2236+4514,176,077+9.8 %
2024Q1191+1812,909,480+32.0 %
2023Q41739,776,845

Institutional managers

230 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,328,788145.4M $as of Mar 31, 2026
REINHART PARTNERS, LLC.2,780,784121.5M $as of Mar 31, 2026
Invesco Ltd.1,795,65178.4M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,735,09875.8K $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC1,329,34958.1M $as of Mar 31, 2026
STATE STREET CORP1,050,67745.9M $as of Mar 31, 2026
Polar Capital Holdings Plc1,000,00043.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC998,29543.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC975,02742.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd871,87238.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP854,78937.3M $as of Mar 31, 2026
Capital International Investors831,37836.3M $as of Mar 31, 2026
Champlain Investment Partners, LLC764,91133.4M $as of Mar 31, 2026
Freestone Grove Partners LP690,97230.2M $as of Mar 31, 2026
FEDERATED HERMES, INC.647,07328.3M $as of Mar 31, 2026
EMERALD ADVISERS, LLC627,90827.4M $as of Mar 31, 2026
GW&K Investment Management, LLC590,14725.8K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC541,27823.6M $as of Mar 31, 2026
ROYAL BANK OF CANADA504,85822.1M $as of Mar 31, 2026
SEI INVESTMENTS CO433,29818.9M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC422,25318.4M $as of Mar 31, 2026
EMERALD MUTUAL FUND ADVISERS TRUST401,89917.6M $as of Mar 31, 2026
NORTHERN TRUST CORP395,72417.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP395,16717.3M $as of Mar 31, 2026
ASHFORD CAPITAL MANAGEMENT INC390,33217M $as of Mar 31, 2026

Declared shareholders of Skyward Specialty Insurance Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital International Investors 1.90 %831,378as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Skyward Specialty Insurance Group Inc". https://titelia.com/en/stocks/skyward-specialty-insurance-group-inc-US8309401029