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Skyward Specialty Insurance

167 hedge funds and large institutions have $1.26B invested in Skyward Specialty Insurance in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $253K | Put options by funds: $47K

77% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 44

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.07B → $1.26B (+$182M)

10.6% more ownership

Funds ownership: 76.2%86.8% (+11%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
78
Reduced
44
Closed
25
Calls
$253K
Puts
$47K
Net Calls
+$206K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M +$11.2M +309,450 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.4M +$9.46M +260,777 +13%
Capital International Investors
3
Capital International Investors
California
$80M
CIP
4
Champlain Investment Partners
Vermont
$67.1M +$16.3M +449,635 +32%
Jennison Associates
5
Jennison Associates
New York
$46.4M +$17.2M +473,080 +58%
DCM
6
Driehaus Capital Management
Illinois
$45.5M +$1.24M +34,286 +3%
Invesco
7
Invesco
Georgia
$36.2M +$34.8M +959,994 +2,373%
Ameriprise
8
Ameriprise
Minnesota
$35M -$407K -11,222 -1%
Franklin Resources
9
Franklin Resources
California
$34.7M +$31.3M +864,264 +916%
American Century Companies
10
American Century Companies
Missouri
$33.3M +$2.81M +77,354 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.3M +$7.64M +210,622 +31%
EA
12
Emerald Advisers
Pennsylvania
$30.6M +$1.04M +28,663 +4%
Morgan Stanley
13
Morgan Stanley
New York
$29.6M -$8.76M -241,429 -23%
State Street
14
State Street
Massachusetts
$27.6M +$5.62M +154,993 +26%
ACM
15
Ashford Capital Management
Delaware
$27.2M -$169K -4,660 -0.6%
Goldman Sachs
16
Goldman Sachs
New York
$26.9M +$3.37M +92,975 +14%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.4M -$709K -19,552 -3%
Victory Capital Management
18
Victory Capital Management
Texas
$23.8M +$2.78M +76,524 +13%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$23.5M +$710K +19,574 +3%
Two Sigma Investments
20
Two Sigma Investments
New York
$19.3M +$2.21M +60,995 +13%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$18.7M +$1.85M +51,107 +11%
PCM
22
Peregrine Capital Management
Minnesota
$18.3M +$1.05M +28,987 +6%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$17.1M +$384K +10,583 +2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$17M +$1.61M +44,323 +10%
N
25
Nuveen
North Carolina
$16.1M +$7.78M +214,414 +93%

SKWD Hedge Fund Activity: Q2 2024 in Review

167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q2 2024, worth a combined $1.26B — up 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SKWD positions and 25 closed out — a net gain of 12 holders — while 78 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, adding an estimated $34.8M. The largest seller was Morgan Stanley, cutting an estimated $8.76M.

  • 167 institutional investors held Skyward Specialty Insurance (SKWD) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $1.26B of Skyward Specialty Insurance stock for Q2 2024, up 17% quarter-over-quarter.
  • 37 funds opened new Skyward Specialty Insurance positions in Q2 2024 and 25 closed out, a net change of +12 holders.
  • The largest Skyward Specialty Insurance buyer in Q2 2024 was Invesco, an estimated $34.8M added.
  • The largest Skyward Specialty Insurance seller in Q2 2024 was Morgan Stanley, an estimated $8.76M sold.

Based on aggregated 13F filings for Q2 2024.