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Skyward Specialty Insurance

212 hedge funds and large institutions have $1.84B invested in Skyward Specialty Insurance in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,848% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $71K

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $1.49B → $1.84B (+$351M)

9% more funds holding

Funds holding: 195212 (+17)

0.08% less ownership

Funds ownership: 91%90.92% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
63
Reduced
78
Closed
22
Calls
$4.93M
Puts
$71K
Net Calls
+$4.86M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$144M +$1.04M +21,381 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M +$805K +16,572 +0.7%
Capital International Investors
3
Capital International Investors
California
$112M +$13.9K +287 +0%
CIP
4
Champlain Investment Partners
Vermont
$81.2M -$4.13M -85,087 -5%
American Century Companies
5
American Century Companies
Missouri
$79.7M +$26.9M +553,389 +54%
Jennison Associates
6
Jennison Associates
New York
$65.5M +$6.07K +125 +0%
Invesco
7
Invesco
Georgia
$61.5M +$4.96M +102,042 +9%
DCM
8
Driehaus Capital Management
Illinois
$61.4M -$944K -19,448 -2%
Franklin Resources
9
Franklin Resources
California
$58.9M +$2.3M +47,363 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$53M +$13.8M +283,749 +37%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.7M +$24.7K +509 +0.1%
State Street
12
State Street
Massachusetts
$42.4M -$241K -4,967 -0.6%
EA
13
Emerald Advisers
Pennsylvania
$41.6M -$2.49M -51,177 -6%
Capital World Investors
14
Capital World Investors
California
$41.2M +$39.6M +814,834 New
Victory Capital Management
15
Victory Capital Management
Texas
$34.7M -$2.71M -55,707 -7%
ACM
16
Ashford Capital Management
Delaware
$31.1M -$875K -18,015 -3%
Goldman Sachs
17
Goldman Sachs
New York
$29.3M -$12.2M -250,294 -30%
Morgan Stanley
18
Morgan Stanley
New York
$29.1M -$21.5M -442,880 -43%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.8M -$8.6M -177,000 -24%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$26.7M +$5.91M +121,636 +30%
Federated Hermes
21
Federated Hermes
Pennsylvania
$24.6M +$446K +9,192 +2%
Deutsche Bank
22
Deutsche Bank
Germany
$21.9M +$884K +18,209 +4%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$21.4M -$2.01M -41,456 -9%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$20.4M -$4.3M -88,554 -18%
Ameriprise
25
Ameriprise
Minnesota
$20.4M -$14.5M -298,105 -42%

SKWD Hedge Fund Activity: Q4 2024 in Review

212 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q4 2024, worth a combined $1.84B — up 24% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SKWD positions and 22 closed out — a net gain of 20 holders — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $39.6M. The largest seller was Morgan Stanley, cutting an estimated $21.5M.

  • 212 institutional investors held Skyward Specialty Insurance (SKWD) as of Q4 2024, up from 195 in Q3 2024.
  • Funds reported $1.84B of Skyward Specialty Insurance stock for Q4 2024, up 24% quarter-over-quarter.
  • 42 funds opened new Skyward Specialty Insurance positions in Q4 2024 and 22 closed out, a net change of +20 holders.
  • The largest Skyward Specialty Insurance buyer in Q4 2024 was Capital World Investors, an estimated $39.6M added.
  • The largest Skyward Specialty Insurance seller in Q4 2024 was Morgan Stanley, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2024.