Skyward Specialty InsuranceSKWD
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 244 institutions reported holding Skyward Specialty Insurance (SKWD) in their 13F filings, up 5 from Q1 2026. 36 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($214.6M), Reinhart Partners, Llc. ($168.9M) and T. Rowe Price Associates Inc. ($142.4M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Skyward Specialty Insurance
- CUSIP
- 830940102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $21.8M |
| Exits | 32 | $28.7M |
All 13F filers, Q1 2026 → Q2 2026: 6,027,869 shares bought and 4,600,271 shares sold, net +1,427,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| BlackRock, Inc. | 0.00% | Add +10.5% | 3,677,399 | $214.6M |
| Reinhart Partners, Llc. | 3.86% | Add +4.1% | 2,894,407 | $168.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +40.7% | 2,440,678 | $142.4M |
| Invesco Ltd. | 0.01% | Add +13.5% | 2,037,771 | $118.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.9% | 1,637,218 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Add +616.1% | 1,612,263 | $94.1M |
| Westwood Holdings Group Inc. | 0.56% | Reduce -4.1% | 1,274,445 | $74.4M |
| American Century Companies Inc. | 0.03% | Add +26.3% | 1,231,835 | $71.9M |
| State Street Corp. | 0.00% | Add +11.1% | 1,167,197 | $68.2M |
| Geode Capital Management, LLC | 0.00% | Add +6.4% | 1,062,442 | $62.0M |
| Polar Capital Holdings Plc | 0.17% | No change | 1,000,000 | $58.4M |
| Wasatch Advisors LP | 0.36% | Add +198.5% | 954,489 | $55.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.4% | 918,168 | $53.6M |
| Capital International Investors | 0.01% | Reduce -13.4% | 719,988 | $42.0M |
| Champlain Investment Partners, LLC | 0.97% | Reduce -15.6% | 645,526 | $37.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.7% | 620,878 | $36.2M |
| GW&K Investment Management, LLC | 0.27% | Reduce -0.9% | 584,760 | $34.1M |
| Federated Hermes, Inc. | 0.04% | Reduce -25.1% | 484,996 | $28.3M |
| Sei Investments Co. | 0.02% | Add +10.2% | 477,465 | $27.9M |
| FMR LLC | 0.00% | Add +212.5% | 461,957 | $27.0M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -28.0% | 444,265 | $25.9M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -49.5% | 440,268 | $25.7M |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 432,941 | $25.3M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 400,661 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Add +715.9% | 361,132 | $21.9M |
| Emerald Advisers, LLC | 0.51% | Reduce -40.5% | 373,762 | $21.8M |
| Segall Bryant & Hamill, LLC | 0.26% | Add +1.8% | 372,336 | $21.7M |
| Ashford Capital Management Inc. | 2.30% | Reduce -5.7% | 368,052 | $21.5M |
| Freestone Grove Partners LP | 0.14% | Reduce -47.6% | 362,333 | $21.1M |
| Oberweis Asset Management Inc./ | 0.43% | Add +9.8% | 359,100 | $21.0M |
| Aberdeen Group plc | 0.03% | Add +20.0% | 352,907 | $20.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 325,948 | $19.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.2% | 314,239 | $18.3M |
| Gillson Capital LP | 1.07% | Add +10.8% | 311,537 | $18.2M |
| Silvercrest Asset Management Group LLC | 0.12% | Reduce -7.8% | 310,630 | $18.1M |
| Royce & Associates LP | 0.14% | Add +28.5% | 307,345 | $17.9M |
| Swedbank AB | 0.02% | No change | 300,050 | $17.5M |
| Emerald Mutual Fund Advisers Trust | 0.55% | Reduce -33.8% | 266,150 | $15.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -5.5% | 265,299 | $15.5M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -7.4% | 254,608 | $14.9M |
| Morgan Stanley | 0.00% | Add +19.1% | 241,950 | $14.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -39.4% | 239,506 | $14.0M |
| Peregrine Capital Management LLC | 0.44% | Reduce -5.9% | 232,419 | $13.6M |
| Point72 Asset Management | 0.02% | Reduce -22.6% | 222,057 | $13.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -21.3% | 219,378 | $12.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -8.9% | 219,244 | $12.8M |
| Nuveen, LLC | 0.00% | Add +11.8% | 202,767 | $11.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -22.9% | 188,092 | $11.0M |
| Jennison Associates LLC | 0.01% | Reduce -56.5% | 183,657 | $10.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +268.6% | 168,681 | $9.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -4.4% | 161,688 | $9.6M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -24.5% | 152,220 | $8.9M |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 139,328 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 130,065 | $7.6M |
| First Trust Advisors LP | 0.00% | Reduce -4.3% | 129,609 | $7.6M |
| Teacher Retirement System of Texas | 0.02% | Reduce -12.5% | 124,956 | $7.3M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +196.1% | 108,109 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 101,665 | $5.9M |
| Woodline Partners LP | 0.02% | Reduce -55.3% | 98,650 | $5.8M |
| Karl Kapital LLC | 3.26% | Reduce -62.8% | 93,911 | $5.5M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -0.3% | 90,982 | $5.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -48.6% | 89,143 | $5.2M |
| UBS Group AG | 0.00% | Add +78.4% | 84,029 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +52.8% | 81,980 | $4.8M |
| Bridgeway Capital Management, LLC | 0.08% | New | 81,222 | $4.7M |
| Swiss National Bank | 0.00% | Add +11.8% | 80,400 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.0% | 80,162 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +157.5% | 76,705 | $4.5M |
| Harbor Capital Advisors, Inc. | 0.30% | Reduce -1.3% | 75,172 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 61,961 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.2% | 59,959 | $3.5M |
| Riverwater Partners LLC | 1.04% | Add +25.6% | 59,829 | $3.5M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +329.0% | 58,370 | $3.4M |
| Nordea Investment Management AB | 0.00% | Add +2.1% | 56,138 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.7% | 55,129 | $3.2M |
| Callahan Advisors, LLC | 0.24% | Add +3.4% | 54,830 | $3.2M |
| Citigroup Inc. | 0.00% | Add +777.8% | 52,823 | $3.1M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -3.7% | 52,555 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +12.1% | 52,400 | $3.1M |
| Empowered Funds, LLC | 0.02% | New | 51,722 | $3.0M |
| Sparta 24 Ltd. | 2.68% | Add +56.2% | 50,000 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +46.7% | 49,007 | $2.9M |
| AQR Capital Management | 0.00% | Reduce -22.7% | 48,124 | $2.8M |
| Deutsche Bank AG | 0.00% | Reduce -83.2% | 46,796 | $2.7M |
| Campbell Newman Asset Management Inc. | 0.20% | Add +68.5% | 45,771 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -35.1% | 45,000 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 44,913 | $2.6M |
| Mariner, LLC | 0.00% | Add +63.0% | 43,114 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 41,055 | $2.4M |
| Millennium Management | 0.00% | New | 40,647 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +150.7% | 39,942 | $2.3M |
| Creative Planning | 0.00% | Add +91.3% | 38,744 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +11.1% | 38,310 | $2.2M |
| Graham Capital Management, L.P. | 0.09% | Reduce -10.7% | 37,658 | $2.2M |
| Alamar Capital Management, LLC | 1.10% | Reduce -10.7% | 37,120 | $2.2M |
| FJ Capital Management LLC | 0.28% | Reduce -60.8% | 36,966 | $2.2M |
| Dockside LLC | 0.50% | — | 36,678 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +18.3% | 46,530 | $2.0M |
| Martingale Asset Management L P | 0.04% | Reduce -19.2% | 31,933 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +359.1% | 31,267 | $1.8M |
| DC Investments Management, LLC | 0.60% | No change | 29,987 | $1.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +15.4% | 29,362 | $1.7M |
| VARCOV Co. | 0.64% | New | 28,783 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +304.9% | 28,502 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +14.6% | 28,481 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 28,180 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +14.6% | 24,589 | $1.4M |
| Globeflex Capital L P | 0.18% | No change | 23,925 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Add +5.5% | 23,806 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -31.6% | 22,799 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Add +76.7% | 22,585 | $1.3M |
| LPL Financial LLC | 0.00% | Add +46.4% | 22,323 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +21.7% | 22,095 | $1.3M |
| WCM Investment Management, LLC | 0.00% | Reduce -89.6% | 21,406 | $1.3M |
| Atom Investors LP | 0.11% | Add +80.5% | 21,922 | $1.3M |
| Wakefield Asset Management LLLP | 0.28% | Add +1.5% | 21,247 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.6% | 21,235 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +14.5% | 20,286 | $1.2M |
| Diversified Trust Co. | 0.02% | Reduce -6.7% | 20,000 | $1.2M |
| Man Group plc | 0.00% | Reduce -29.1% | 19,897 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.3% | 19,336 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -19.4% | 19,112 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +0.7% | 18,587 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +277.5% | 19,639 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 17,626 | $1.0M |
| Fortis Capital Advisors, LLC | 0.12% | New | 17,587 | $1.0M |
| Belpointe Asset Management LLC | 0.03% | New | 17,587 | $1.0M |
| &partners | 0.00% | Add +0.5% | 15,978 | $932K |
| PhiloSmith Capital Corp | 0.24% | No change | 15,000 | $875K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 14,958 | $873K |
| Jupiter Topco LLC | 0.00% | — | 14,900 | $870K |
| New York State Common Retirement Fund | 0.00% | Add +16.6% | 14,751 | $861K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -17.3% | 14,692 | $857K |
| Osaic Holdings, Inc. | 0.00% | Add +70.2% | 14,415 | $841K |
| F/m Investments LLC | 0.04% | Add +34.5% | 14,250 | $831K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -54.9% | 13,700 | $799K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +24.9% | 12,385 | $723K |
| SG Americas Securities, LLC | 0.00% | Reduce -16.1% | 11,442 | $668K |
| Tuttle Capital Management, LLC | 0.44% | New | 11,316 | $660K |
| State of Alaska, Department of Revenue | 0.01% | No change | 11,336 | $660K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +18.3% | 11,134 | $650K |
| Alps Advisors Inc. | 0.00% | Add +1.0% | 11,078 | $646K |
| Arizona State Retirement System | 0.00% | Add +10.5% | 11,062 | $645K |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.2% | 10,909 | $637K |
| HMS Capital Management, LLC | 0.23% | Reduce -1.0% | 10,555 | $616K |
| Baird Financial Group, Inc. | 0.00% | Add +8.1% | 10,016 | $584K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,745 | $569K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 9,505 | $555K |
| Cim, LLC | 0.07% | Add +1.8% | 9,378 | $547K |
| KLP Kapitalforvaltning As | 0.00% | Add +16.7% | 9,100 | $531K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,003 | $525K |
| Kirr Marbach & Co. LLC | 0.09% | No change | 8,786 | $513K |
| Assenagon Asset Management S.A. | 0.00% | New | 8,176 | $477K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.6% | 8,056 | $470K |
| TD Asset Management Inc | 0.00% | Reduce -14.1% | 8,000 | $467K |
| Voya Investment Management LLC | 0.00% | Add +26.6% | 7,946 | $464K |
| Aquatic Capital Management LLC | 0.02% | New | 7,754 | $452K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.2% | 7,724 | $451K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -51.6% | 7,701 | $449K |
| Fiduciary Trust Co | 0.00% | Add +0.0% | 7,576 | $442K |
| Intech Investment Management LLC | 0.00% | Reduce -14.2% | 7,475 | $436K |
| Barclays PLC | 0.00% | Reduce -6.5% | 7,453 | $435K |
| Commerce Bank | 0.00% | Reduce -1.4% | 7,353 | $429K |
| STRS Ohio | 0.00% | Add +20.3% | 7,100 | $414K |
| Prudential Financial Inc. | 0.00% | Reduce -90.2% | 6,955 | $406K |
| MML Investors Services, LLC | 0.00% | Add +22.5% | 6,722 | $392K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,389 | $373K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.9% | 6,185 | $361K |
| Arcus Capital Partners, LLC | 0.14% | New | 6,000 | $350K |
| Norden Group LLC | 0.03% | New | 5,558 | $324K |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 5,480 | $320K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.4% | 5,346 | $312K |
| Militia Capital Management LLC | 0.05% | New | 5,100 | $298K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,075 | $296K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -72.0% | 4,884 | $285K |
| Vident Advisory, LLC | 0.00% | Reduce -46.4% | 4,814 | $281K |
| Squarepoint Ops LLC | 0.00% | Reduce -92.9% | 4,748 | $277K |
| IMC-Chicago, LLC | 0.00% | New | 4,689 | $274K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,377 | $255K |
| Drive Wealth Management, LLC | 0.05% | New | 4,375 | $255K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 4,357 | $254K |
| Jones Financial Companies LLLP | 0.00% | Add +72.3% | 4,295 | $254K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -37.3% | 4,253 | $248K |
| Xponance LLC | 0.00% | New | 4,164 | $243K |
| HSBC Holdings PLC | 0.00% | Reduce -45.1% | 3,917 | $240K |
| Entropy Technologies, LP | 0.01% | New | 3,960 | $231K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +18.9% | 3,811 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.7% | 3,642 | $213K |
| Kesler, Norman & Wride, LLC | 0.03% | New | 3,541 | $207K |
| Moody National Bank Trust Division | 0.02% | New | 3,500 | $204K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.3% | 2,842 | $166K |
| Vestcor Inc | 0.00% | No change | 2,656 | $155K |
| KBC Group NV | 0.00% | No change | 1,780 | $104K |
| Fifth Third Bancorp | 0.00% | Add +26.2% | 1,720 | $100K |
| Larson Financial Group LLC | 0.00% | Add +35.9% | 1,349 | $79K |
| Simplex Trading, LLC | 0.00% | Reduce -79.8% | 1,339 | $78K |
| US Bancorp \de | 0.00% | Add +510.9% | 1,069 | $62K |
| Nisa Investment Advisors, LLC | 0.00% | Add +199.1% | 1,017 | $59K |
| Assetmark, Inc. | 0.00% | No change | 942 | $55K |
| Nykredit A/S | 0.00% | — | 631 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +141.1% | 593 | $35K |
| Bessemer Group Inc. | 0.00% | Reduce -93.3% | 545 | $32K |
| Financial Management Professionals, Inc. | 0.00% | No change | 535 | $31K |
| Arax Advisory Partners | 0.00% | New | 503 | $29K |
| Geneos Wealth Management Inc. | 0.00% | No change | 492 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -77.6% | 465 | $27K |
| GAMMA Investing LLC | 0.00% | Reduce -15.6% | 428 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +224.6% | 370 | $22K |
| Summit Securities Group LLC | 0.00% | New | 333 | $19K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 303 | $18K |
| Optiver Holding B.V. | 0.00% | Add +0.3% | 293 | $17K |
| Huntington National Bank | 0.00% | Reduce -10.7% | 285 | $17K |
| Kemnay Advisory Services Inc. | 0.00% | New | 262 | $15K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.3% | 220 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.6% | 167 | $10K |
| Allworth Financial LP | 0.00% | Add +595.6% | 160 | $9K |
| Rothschild Investment LLC | 0.00% | Add +2.8% | 112 | $7K |
| SBI Securities Co., Ltd. | 0.00% | New | 100 | $6K |
| Quantbot Technologies LP | 0.00% | Reduce -88.2% | 84 | $5K |
| Private Trust Co. NA | 0.00% | No change | 83 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -62.8% | 58 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 50 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +428.6% | 37 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 33 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +166.7% | 32 | $2K |
| Kilter Group LLC | 0.00% | No change | 25 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.1% | 24 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 23 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 23 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 21 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 20 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 17 | $1K |
| Covestor Ltd | 0.00% | Add +100.0% | 20 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 15 | $875 |
| Essential Partners LLC | 0.00% | Add +87.5% | 15 | $875 |
| Clearstead Advisors, LLC | 0.00% | New | 14 | $818 |
| SouthState Bank Corp | 0.00% | No change | 13 | $759 |
| Bare Financial Services, Inc | 0.00% | Reduce -89.2% | 11 | $642 |
| TD Private Client Wealth LLC | 0.00% | Reduce -89.0% | 9 | $525 |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 8 | $467 |
| CoreCap Advisors, LLC | 0.00% | New | 7 | $408 |
| IFP Advisors, Inc | 0.00% | Reduce -75.0% | 3 | $175 |
| Global Retirement Partners, LLC | 0.00% | — | 3 | $175 |
"% of holder's portfolio" is SKWD's weight in each manager's 13F, not the share of Skyward Specialty Insurance the manager owns.