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
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,1001.1M $0.05 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 23,2921.1M $0.00 %0.05 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,4561M $0.12 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,3681M $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,178962.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,009917.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 20,860911.2K $0.06 %0.05 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 19,910869.7K $0.14 %0.04 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 19,524852.8K $0.03 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 19,305897.1K $0.01 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 18,433805.2K $0.06 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 18,369834.9K $0.01 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 18,283798.6K $0.21 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,602768.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 16,963771K $0.05 %0.04 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 16,521721.6K $0.48 %0.04 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 16,057701.4K $0.02 %0.04 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 16,035745.1K $0.01 %0.04 %as of Feb 28, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 15,912695K $0.48 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,767686.2K $0.08 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 14,628679.8K $0.05 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,416655.2K $0.03 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 14,309625K $0.17 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,684621.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 13,654634.5K $0.00 %0.03 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,400585.3K $0.02 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,890563K $0.03 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,706577.5K $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,457544.1K $0.06 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 12,440565.4K $0.03 %0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,688531.2K $0.07 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 11,128486.1K $0.06 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,030481.8K $0.05 %0.02 %as of Mar 31, 2026 ↗
F/m Emerald Special Situations ETF RBB Fund, Inc. 10,830492.2K $1.72 %0.02 %as of Apr 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 10,567491K $0.23 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,292449.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 10,211464.1K $1.05 %0.02 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 9,800428.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,446429.3K $0.02 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,955407K $0.00 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,617376.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,990363.1K $0.01 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,839342.4K $0.06 %0.02 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 7,829342K $0.28 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,791340.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 7,788354K $0.00 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,589331.5K $0.03 %0.02 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,338333.5K $0.07 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,077309.1K $0.06 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,436292.5K $0.07 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 6,423291.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,404291.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 5,937269.8K $0.03 %0.01 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 5,711265.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,698259K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,475239.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,326232.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,306231.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 5,132224.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,929229.1K $0.08 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 4,907223K $0.08 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,900227.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,856220.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,789209.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,612209.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,606201.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 4,365202.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 4,266186.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,159189K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,998181.7K $0.05 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,996174.5K $0.05 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,940172.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 3,772164.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 3,677160.6K $0.12 %0.01 %as of Mar 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3,537160.8K $1.59 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,204140K $0.06 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,092140.5K $0.05 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,007139.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,930136.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,903131.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,888126.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 2,880133.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,831123.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,753127.9K $0.10 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,725119K $0.00 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,722118.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,706123K $0.02 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,687124.9K $0.02 %0.01 %as of Feb 28, 2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 2,632115K $0.40 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,591113.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 2,525110.3K $1.63 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,510109.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,400104.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,295104.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
Columbia Global Opportunities Fund Columbia Funds Series Trust II 2,280103.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,27899.5K $0.05 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,214102.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,207102.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 1,96391.2K $0.32 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,85581K $0.01 %0.00 %as of Mar 31, 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