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Skyward Specialty Insurance

157 hedge funds and large institutions have $1.07B invested in Skyward Specialty Insurance in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

6% more funds holding

Funds holding: 148157 (+9)

4% more capital invested

Capital invested by funds: $1.03B → $1.07B (+$45.7M)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

4.36% less ownership

Funds ownership: 80.57%76.2% (-4.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
57
Closed
21
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94.8M +$9.19M +271,529 +12%
Capital International Investors
2
Capital International Investors
California
$82.8M +$24.3M +717,972 +48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.5M +$7.03M +207,744 +11%
CIP
4
Champlain Investment Partners
Vermont
$52.6M +$153K +4,510 +0.3%
DCM
5
Driehaus Capital Management
Illinois
$45.8M +$3.63M +107,308 +10%
Morgan Stanley
6
Morgan Stanley
New York
$39.7M -$73.2M -2,163,639 -67%
Ameriprise
7
Ameriprise
Minnesota
$36.6M +$1.53M +45,123 +5%
American Century Companies
8
American Century Companies
Missouri
$31.5M -$72.8K -2,152 -0.3%
EA
9
Emerald Advisers
Pennsylvania
$30.6M +$938K +27,727 +4%
Jennison Associates
10
Jennison Associates
New York
$30.3M -$1.36M -40,292 -5%
ACM
11
Ashford Capital Management
Delaware
$28.3M +$10.8K +320 +0%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$28M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$25.5M +$2.96M +87,511 +15%
Goldman Sachs
14
Goldman Sachs
New York
$24.3M +$6.51M +192,410 +42%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$23.6M +$10.1M +298,842 +90%
State Street
16
State Street
Massachusetts
$22.7M +$2.34M +69,307 +13%
Victory Capital Management
17
Victory Capital Management
Texas
$21.8M +$733K +21,652 +4%
PCM
18
Peregrine Capital Management
Minnesota
$17.8M -$1.51M -44,609 -9%
Two Sigma Investments
19
Two Sigma Investments
New York
$17.7M -$6.56M -193,936 -29%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$17.4M +$2.54M +75,137 +19%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$17.3M -$412K -12,169 -3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$15.9M +$404K +11,935 +3%
ECM
23
Engle Capital Management
Connecticut
$14.2M -$203K -6,000 -2%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.8M -$3.25M -96,182 -21%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$13.5M -$7.21M -213,200 -37%

SKWD Hedge Fund Activity: Q1 2024 in Review

157 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q1 2024, worth a combined $1.07B — up 4.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SKWD positions and 21 closed out — a net gain of 11 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Capital International Investors, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $73.2M.

  • 157 institutional investors held Skyward Specialty Insurance (SKWD) as of Q1 2024, up from 148 in Q4 2023.
  • Funds reported $1.07B of Skyward Specialty Insurance stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 32 funds opened new Skyward Specialty Insurance positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Skyward Specialty Insurance buyer in Q1 2024 was Capital International Investors, an estimated $24.3M added.
  • The largest Skyward Specialty Insurance seller in Q1 2024 was Morgan Stanley, an estimated $73.2M sold.

Based on aggregated 13F filings for Q1 2024.