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Skyward Specialty Insurance
SKWD

95 hedge funds and large institutions have $396M invested in Skyward Specialty Insurance in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $275M → $396M (+$120M)

19% more funds holding

Funds holding: 80 → 95 (+15)

7.94% more ownership

Funds ownership: 33.41% → 41.35% (+7.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
45
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$17.3M
2
Jennison Associates
Jennison Associates
New York
+$11.3M
3
EA
Emerald Advisers
Pennsylvania
+$7.63M
4
DCM
Driehaus Capital Management
Illinois
+$7.13M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$14.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.81M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.19M +$760K +32,915 +237%
QC
52
Quadrature Capital
United Kingdom
$852K +$775K +33,564 New
Invesco
53
Invesco
Georgia
$848K -$200K -8,657 -21%
OQS
54
Occudo Quantitative Strategies
Florida
$832K +$756K +32,738 New
SEI Investments
55
SEI Investments
Pennsylvania
$787K +$153K +6,645 +27%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$782K +$711K +30,776 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$781K +$327K +14,155 +85%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$751K -$7.16K -310 -1%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$747K +$679K +29,396 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$729K +$663K +28,700 New
JF
61
Jump Financial
Illinois
$673K +$612K +26,500 New
Two Sigma Advisers
62
Two Sigma Advisers
New York
$587K -$998K -43,200 -65%
LCM
63
Legato Capital Management
California
$459K +$418K +18,080 New
TSW
64
Thompson Siegel & Walmsley
Virginia
$443K +$4.97K +215 +1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$390K +$354K +15,340 New
Federated Hermes
66
Federated Hermes
Pennsylvania
$384K -$4.81M -208,210 -93%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$383K +$259K +11,206 +290%
PC
68
PhiloSmith Capital
Connecticut
$381K – – –
SIM
69
Sandia Investment Management
Massachusetts
$381K +$231K +10,000 +200%
N
70
Nuveen
North Carolina
$354K – – –
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$297K +$37.2K +1,610 +16%
Legal & General Group
72
Legal & General Group
United Kingdom
$280K +$232K +10,046 +1,020%
Marshall Wace
73
Marshall Wace
United Kingdom
$266K +$242K +10,470 New
PP
74
PDT Partners
New York
$265K +$241K +10,433 New
QT
75
Quantbot Technologies
New York
$236K +$159K +6,900 +286%
1 2
3
4 5

SKWD Hedge Fund Activity: Q2 2023 in Review

95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q2 2023, worth a combined $396M — up 44% from $275M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SKWD positions and 9 closed out — a net gain of 15 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $17.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $14.9M.

  • 95 institutional investors held Skyward Specialty Insurance (SKWD) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $396M of Skyward Specialty Insurance stock for Q2 2023, up 44% quarter-over-quarter.
  • 24 funds opened new Skyward Specialty Insurance positions in Q2 2023 and 9 closed out, a net change of +15 holders.
  • The largest Skyward Specialty Insurance buyer in Q2 2023 was Westwood Holdings Group, an estimated $17.3M added.
  • The largest Skyward Specialty Insurance seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2023.