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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,805 | 78.8K $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,802 | 78.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,702 | 79.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,617 | 75.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,595 | 74.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,552 | 72.1K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,533 | 67K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,400 | 61.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,371 | 63.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,339 | 60.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 1,333 | 60.6K $ | 0.49 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Sparrow Growth Fund SPARROW FUNDS | 1,280 | 59.5K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 1,246 | 56.6K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,215 | 53.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 1,214 | 53K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,208 | 52.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,200 | 52.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,128 | 49.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,056 | 49.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,021 | 44.6K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,000 | 43.7K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,000 | 43.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 978 | 45.4K $ | 0.52 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 976 | 45.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 930 | 40.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 901 | 39.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 898 | 41.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 853 | 38.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 852 | 39.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 829 | 37.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 792 | 34.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 740 | 32.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 727 | 33K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 705 | 30.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 648 | 28.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 636 | 27.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 441 | 20K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 413 | 18.8K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 411 | 18K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 355 | 15.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 331 | 14.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 328 | 15.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 272 | 12.4K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 248 | 10.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 210 | 9.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 208 | 9.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 205 | 9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 182 | 7.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 175 | 7.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 156 | 7.1K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 131 | 5.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 112 | 4.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 109 | 4.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 99 | 4.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 82 | 3.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 71 | 3.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 63 | 2.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 50 | 2.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 39 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 37 | 1.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 31 | 1.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 557.6 $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 393.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 262 | 0 | 16,343,659 | -7.2 % |
| 2026Q1 | 262 | +4 | 17,608,186 | -0.3 % |
| 2025Q4 | 258 | -13 | 17,662,336 | -10.0 % |
| 2025Q3 | 271 | -17 | 19,632,172 | -0.3 % |
| 2025Q2 | 288 | +15 | 19,683,871 | +2.9 % |
| 2025Q1 | 273 | -2 | 19,126,149 | +2.0 % |
| 2024Q4 | 275 | +11 | 18,743,137 | +5.0 % |
| 2024Q3 | 264 | +28 | 17,847,684 | +25.9 % |
| 2024Q2 | 236 | +45 | 14,176,077 | +9.8 % |
| 2024Q1 | 191 | +18 | 12,909,480 | +32.0 % |
| 2023Q4 | 173 | 9,776,845 |
Institutional managers
230 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,328,788 | 145.4M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 2,780,784 | 121.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,795,651 | 78.4M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,735,098 | 75.8K $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,329,349 | 58.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,050,677 | 45.9M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 1,000,000 | 43.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 998,295 | 43.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 975,027 | 42.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 871,872 | 38.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 854,789 | 37.3M $ | as of Mar 31, 2026 |
| Capital International Investors | 831,378 | 36.3M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 764,911 | 33.4M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 690,972 | 30.2M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 647,073 | 28.3M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 627,908 | 27.4M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 590,147 | 25.8K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 541,278 | 23.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 504,858 | 22.1M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 433,298 | 18.9M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 422,253 | 18.4M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 401,899 | 17.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 395,724 | 17.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 395,167 | 17.3M $ | as of Mar 31, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | 390,332 | 17M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Capital International Investors | 1.90 % | 831,378 | as 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