Skyward Specialty InsuranceSKWD
13F holders, Q2 2025 (June 30)254holders +11
46new positions
33sold out
5famous investors
$57.76avg. 13F price*
At the end of Q2 2025, 254 institutions reported holding Skyward Specialty Insurance (SKWD) in their 13F filings, up 11 from Q1 2025. 46 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($150.2M), Vanguard Group Inc. ($134.8M) and Capital International Investors ($127.9M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Skyward Specialty Insurance
- CUSIP
- 830940102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $68.5M |
| Exits | 33 | $36.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,005,254 shares bought and 4,336,111 shares sold, net −330,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| BlackRock, Inc. | 0.00% | Reduce -5.9% | 2,598,951 | $150.2M |
| Vanguard Group Inc. | 0.00% | Reduce -6.8% | 2,332,179 | $134.8M |
| Capital International Investors | 0.02% | No change | 2,212,710 | $127.9M |
| Invesco Ltd. | 0.02% | Add +46.3% | 1,790,131 | $103.5M |
| Driehaus Capital Management LLC | 0.64% | Add +15.2% | 1,381,039 | $79.8M |
| Franklin Resources Inc. | 0.02% | Add +16.9% | 1,379,648 | $79.7M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -27.0% | 1,148,666 | $66.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.9% | 1,114,714 | $64.4M |
| State Street Corp. | 0.00% | Add +30.5% | 1,095,736 | $63.3M |
| Capital World Investors | 0.01% | Add +24.9% | 1,017,706 | $58.8M |
| Reinhart Partners, Llc. | 1.89% | Add +1.6% | 959,036 | $55.4M |
| Ameriprise Financial Inc. | 0.01% | Add +46.7% | 946,216 | $54.7M |
| Jennison Associates LLC | 0.03% | Reduce -13.2% | 940,913 | $54.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.8% | 875,831 | $50.6M |
| Emerald Advisers, LLC | 1.52% | Reduce -11.9% | 717,760 | $41.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.9% | 687,442 | $39.7M |
| American Century Companies Inc. | 0.02% | Add +6.0% | 598,762 | $34.6M |
| Federated Hermes, Inc. | 0.05% | Add +5.5% | 490,526 | $28.3M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 487,120 | $28.2M |
| Emerald Mutual Fund Advisers Trust | 1.53% | Reduce -19.8% | 435,295 | $25.2M |
| WCM Investment Management, LLC | 0.06% | Reduce -1.2% | 439,860 | $25.0M |
| Voya Investment Management LLC | 0.03% | Reduce -2.3% | 423,694 | $24.5M |
| Prudential Financial Inc. | 0.03% | Add +27.1% | 416,448 | $24.1M |
| Northern Trust Corp. | 0.00% | Reduce -12.1% | 406,887 | $23.5M |
| Ashford Capital Management Inc. | 2.76% | Reduce -7.7% | 406,032 | $23.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -10.9% | 386,769 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.0% | 353,141 | $20.4M |
| Deutsche Bank AG | 0.01% | Reduce -11.5% | 348,261 | $20.1M |
| Aberdeen Group plc | 0.03% | New | 334,288 | $19.3M |
| Royal Bank of Canada | 0.00% | Add +27.3% | 330,894 | $19.1M |
| Peregrine Capital Management LLC | 0.56% | Reduce -14.2% | 323,978 | $18.7M |
| Segall Bryant & Hamill, LLC | 0.26% | Add +57.4% | 314,395 | $18.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -19.6% | 309,253 | $17.9M |
| Swedbank AB | 0.02% | No change | 300,040 | $17.3M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -17.9% | 293,053 | $16.9M |
| Nuveen, LLC | 0.00% | Add +4.7% | 284,032 | $16.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 280,343 | $16.2M |
| Two Sigma Advisers, LP | 0.03% | Reduce -20.7% | 274,600 | $15.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -12.9% | 246,226 | $14.2M |
| Wasatch Advisors LP | 0.07% | Reduce -25.9% | 240,370 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 218,987 | $12.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -14.6% | 215,646 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -29.7% | 203,576 | $11.5M |
| Balyasny Asset Management L.P. | 0.02% | New | 185,091 | $10.7M |
| Janus Henderson Group PLC | 0.01% | Add +431.9% | 184,029 | $10.6M |
| Bank of America Corp. | 0.00% | Add +31.9% | 178,701 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 172,489 | $10.0M |
| First Trust Advisors LP | 0.01% | Add +11.2% | 160,040 | $9.2M |
| Millennium Management | 0.01% | Add +121.3% | 146,509 | $8.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +14.5% | 139,361 | $8.1M |
| Moody Aldrich Partners LLC | 1.52% | Reduce -25.7% | 135,635 | $7.8M |
| Engle Capital Management, L.P. | 2.32% | Reduce -31.4% | 133,105 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.9% | 132,586 | $7.7M |
| Oberweis Asset Management Inc./ | 0.33% | No change | 131,600 | $7.6M |
| Sei Investments Co. | 0.01% | Reduce -21.2% | 125,939 | $7.3M |
| Royce & Associates LP | 0.07% | Reduce -45.2% | 125,056 | $7.2M |
| STRS Ohio | 0.03% | Reduce -4.5% | 120,089 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 119,626 | $6.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -80.6% | 111,041 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.3% | 110,971 | $6.4M |
| Next Century Growth Investors LLC | 0.49% | Reduce -2.5% | 108,809 | $6.3M |
| Gilder Gagnon Howe & Co. LLC | 0.07% | Reduce -0.8% | 108,530 | $6.3M |
| Chilton Investment Co. Inc. | 0.14% | No change | 108,063 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 106,039 | $6.1M |
| UBS Group AG | 0.00% | Add +27.3% | 93,011 | $5.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -62.0% | 92,952 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +9.0% | 92,634 | $5.4M |
| Lighthouse Investment Partners, LLC | 0.23% | New | 90,401 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 90,001 | $5.2M |
| Squarepoint Ops LLC | 0.01% | Add +116.6% | 89,436 | $5.2M |
| GW&K Investment Management, LLC | 0.05% | New | 87,598 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | New | 87,488 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +150.3% | 84,506 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +54.3% | 83,861 | $4.8M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +1.3% | 79,540 | $4.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -17.0% | 77,009 | $4.5M |
| Renaissance Technologies | 0.01% | Add +20.1% | 75,300 | $4.4M |
| Wellington Management Group LLP | 0.00% | New | 73,252 | $4.2M |
| Barclays PLC | 0.00% | Add +57.0% | 71,410 | $4.1M |
| Alamar Capital Management, LLC | 2.19% | Add +6.8% | 69,935 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -0.9% | 69,300 | $4.0M |
| PDT Partners, LLC | 0.22% | Add +2.3% | 67,871 | $3.9M |
| Nordea Investment Management AB | 0.00% | Add +1.5% | 68,394 | $3.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -9.9% | 65,318 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.3% | 57,756 | $3.3M |
| Lisanti Capital Growth, LLC | 0.87% | Reduce -37.5% | 54,190 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +1.6% | 54,062 | $3.1M |
| Callahan Advisors, LLC | 0.28% | Add +5.5% | 53,032 | $3.1M |
| Informed Momentum Co LLC | 0.43% | Reduce -25.5% | 49,192 | $2.8M |
| Global IMC LLC | 0.73% | New | 48,705 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 46,358 | $2.7M |
| Martingale Asset Management L P | 0.06% | No change | 42,567 | $2.5M |
| Alliancebernstein L.P. | 0.00% | No change | 39,130 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.9% | 36,490 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -24.2% | 34,779 | $2.0M |
| Riverwater Partners LLC | 0.93% | Reduce -0.3% | 34,291 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -55.9% | 31,775 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 31,751 | $1.8M |
| Navellier & Associates Inc. | 0.22% | Add +0.1% | 31,150 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.47% | Add +3.0% | 30,358 | $1.8M |
| Sapience Investments, LLC | 1.16% | Reduce -18.7% | 30,163 | $1.7M |
| Brant Point Investment Management LLC | 0.39% | Add +200.6% | 29,702 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +95.0% | 28,924 | $1.7M |
| Campbell Newman Asset Management Inc. | 0.12% | New | 27,051 | $1.6M |
| FJ Capital Management LLC | 0.16% | Reduce -62.5% | 26,678 | $1.5M |
| HRT Financial LP | 0.01% | Add +149.9% | 26,612 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -46.0% | 24,700 | $1.4M |
| Fred Alger Management, LLC | 0.01% | New | 28,077 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -20.5% | 24,091 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -14.4% | 24,038 | $1.4M |
| Globeflex Capital L P | 0.11% | No change | 23,925 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.3% | 21,952 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -13.1% | 21,125 | $1.2M |
| Wakefield Asset Management LLLP | 0.33% | Reduce -21.3% | 20,652 | $1.2M |
| Twinbeech Capital LP | 0.03% | Add +32.6% | 20,555 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 20,182 | $1.2M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 20,000 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -21.2% | 19,965 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.3% | 19,597 | $1.1M |
| Independent Advisor Alliance | 0.03% | New | 19,379 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -40.5% | 19,231 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | — | 17,002 | $983K |
| AQR Capital Management | 0.00% | Reduce -15.7% | 17,001 | $982K |
| Quantedge Capital Pte Ltd | 0.87% | Reduce -49.4% | 16,400 | $948K |
| Intech Investment Management LLC | 0.01% | Reduce -22.1% | 16,400 | $948K |
| Dark Forest Capital Management LP | 0.04% | New | 16,165 | $934K |
| Sheets Smith Investment Management | 0.82% | Reduce -0.0% | 16,091 | $930K |
| PhiloSmith Capital Corp | 0.24% | No change | 15,000 | $867K |
| Creative Planning | 0.00% | Add +81.1% | 14,935 | $863K |
| Cynosure Group, LLC | 0.10% | New | 14,700 | $850K |
| Ellsworth Advisors, LLC | 0.20% | Add +0.3% | 14,473 | $836K |
| LPL Financial LLC | 0.00% | Reduce -17.3% | 14,256 | $824K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -34.1% | 14,010 | $810K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 13,843 | $800K |
| SG Americas Securities, LLC | 0.00% | Add +9.4% | 13,048 | $754K |
| Diversified Trust Co. | 0.02% | Reduce -29.9% | 12,886 | $745K |
| New York State Common Retirement Fund | 0.00% | No change | 12,651 | $731K |
| Graham Capital Management, L.P. | 0.02% | Add +39.5% | 12,061 | $697K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,353 | $690K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.7% | 10,756 | $622K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 10,718 | $619K |
| Arizona State Retirement System | 0.00% | Add +2.5% | 10,587 | $612K |
| Tidal Investments LLC | 0.00% | Reduce -13.1% | 10,579 | $611K |
| Moran Wealth Management, LLC | 0.02% | Add +4.9% | 10,527 | $608K |
| HMS Capital Management, LLC | 0.27% | Reduce -1.4% | 10,301 | $595K |
| Legato Capital Management LLC | 0.07% | Reduce -30.9% | 10,265 | $593K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -19.0% | 9,599 | $555K |
| Cim, LLC | 0.07% | Add +56.2% | 9,586 | $554K |
| Quantinno Capital Management LP | 0.00% | New | 8,830 | $510K |
| Cetera Investment Advisers | 0.00% | Reduce -9.0% | 8,777 | $507K |
| Versor Investments LP | 0.09% | New | 8,700 | $503K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +5.7% | 8,516 | $492K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -2.7% | 8,374 | $484K |
| XTX Topco Ltd | 0.02% | Reduce -11.4% | 7,943 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +725.3% | 7,807 | $451K |
| Harvest Investment Services, LLC | 0.10% | New | 7,669 | $443K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,500 | $433K |
| Mariner, LLC | 0.00% | Add +21.7% | 7,498 | $433K |
| ProShare Advisors LLC | 0.00% | Reduce -8.8% | 7,333 | $424K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 6,897 | $399K |
| Sheets Smith Wealth Management | 0.05% | No change | 6,887 | $398K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,810 | $394K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,727 | $389K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.3% | 6,266 | $362K |
| Keybank National Association | 0.00% | No change | 6,161 | $356K |
| &partners | 0.00% | New | 6,099 | $352K |
| Virtu Financial LLC | 0.02% | New | 5,912 | $342K |
| Engineers Gate Manager LP | 0.00% | New | 5,577 | $322K |
| Man Group plc | 0.00% | New | 5,458 | $315K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.9% | 5,336 | $308K |
| US Bancorp \de | 0.00% | Reduce -10.7% | 5,299 | $306K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +10.5% | 5,041 | $291K |
| Kirr Marbach & Co. LLC | 0.06% | No change | 4,986 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -28.6% | 4,911 | $284K |
| Nebula Research & Development LLC | 0.02% | New | 4,760 | $275K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 4,600 | $266K |
| Yorktown Management & Research Co Inc | 0.25% | New | 4,450 | $257K |
| Cibc World Markets Corp. | 0.00% | Reduce -46.5% | 4,406 | $255K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 4,357 | $252K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,122 | $238K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 4,109 | $237K |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 4,069 | $235K |
| Freedom Investment Management, Inc. | 0.02% | New | 4,062 | $235K |
| Abacus Planning Group, Inc. | 0.03% | New | 3,756 | $217K |
| Contravisory Investment Management, Inc. | 0.04% | New | 3,670 | $212K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.0% | 3,651 | $211K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -6.9% | 3,538 | $204K |
| HSBC Holdings PLC | 0.00% | Reduce -19.3% | 3,479 | $200K |
| New York State Teachers Retirement System | 0.00% | No change | 3,382 | $195K |
| Lazard Asset Management LLC | 0.00% | Add +7.7% | 2,798 | $160K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -55.5% | 2,565 | $148K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,490 | $144K |
| Quantbot Technologies LP | 0.00% | New | 2,315 | $134K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 2,273 | $128K |
| Cwm, LLC | 0.00% | Add +6.3% | 1,912 | $110K |
| FMR LLC | 0.00% | Add +10.6% | 1,845 | $107K |
| LRI Investments, LLC | 0.01% | Add +39.4% | 1,756 | $101K |
| Osaic Holdings, Inc. | 0.00% | Add +140.9% | 1,462 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.2% | 1,400 | $81K |
| AlphaQuest LLC | 0.01% | Reduce -87.5% | 1,353 | $78K |
| Amalgamated Bank | 0.00% | No change | 1,289 | $74K |
| State of Wyoming | 0.01% | Reduce -58.0% | 1,024 | $59K |
| KBC Group NV | 0.00% | Reduce -32.9% | 1,028 | $59K |
| Comerica Bank | 0.00% | Add +8.8% | 695 | $40K |
| Simplex Trading, LLC | 0.00% | Add +5092.3% | 675 | $39K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +2223.1% | 604 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +2870.0% | 594 | $34K |
| Financial Management Professionals, Inc. | 0.00% | No change | 502 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +62.4% | 445 | $26K |
| GAMMA Investing LLC | 0.00% | Add +26.9% | 424 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 340 | $20K |
| Huntington National Bank | 0.00% | New | 321 | $19K |
| Private Trust Co. NA | 0.00% | No change | 320 | $18K |
| National Bank of Canada | 0.00% | Reduce -5.1% | 314 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 311 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 263 | $15K |
| Optiver Holding B.V. | 0.00% | Add +5.1% | 246 | $14K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.3% | 200 | $12K |
| Danske Bank A/S | 0.00% | New | 200 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.9% | 177 | $10K |
| Quarry LP | 0.00% | Add +84.2% | 151 | $9K |
| MCF Advisors LLC | 0.00% | No change | 138 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 129 | $7K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +283.3% | 115 | $7K |
| Larson Financial Group LLC | 0.00% | Add +53.5% | 109 | $6K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 107 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.0% | 97 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +167.7% | 91 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -82.8% | 86 | $5K |
| Rothschild Investment LLC | 0.00% | Add +41.7% | 85 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -23.3% | 79 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -87.4% | 71 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 65 | $4K |
| Assetmark, Inc. | 0.00% | No change | 57 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -72.7% | 45 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 40 | $2K |
| Principal Securities, Inc. | 0.00% | Add +46.1% | 38 | $2K |
| Covestor Ltd | 0.00% | Reduce -41.2% | 30 | $2K |
| Allworth Financial LP | 0.00% | Add +900.0% | 30 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 17 | $983 |
| Hollencrest Capital Management | 0.00% | New | 17 | $982 |
| SouthState Bank Corp | 0.00% | No change | 13 | $752 |
| Highline Wealth Partners LLC | 0.00% | No change | 12 | $693 |
| Parallel Advisors, LLC | 0.00% | New | 12 | $693 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -100.0% | 11 | $636 |
| Bare Financial Services, Inc | 0.00% | New | 11 | $636 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $636 |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $578 |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $578 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $232 |
| Versant Capital Management, Inc | 0.00% | New | 3 | $173 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $58 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $49 |
"% of holder's portfolio" is SKWD's weight in each manager's 13F, not the share of Skyward Specialty Insurance the manager owns.