CITADEL ADVISORS LLC SKWD — SKYWARD SPECIALTY INS GROUP

Ownership history in CITADEL ADVISORS LLC  ·  22 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported SKYWARD SPECIALTY INS GROUP (SKWD) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows SKWD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SKWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in SKYWARD SPECIALTY INS GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SKWD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SKWD stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held SKWD — position size vs. price
% of Fund (quarterly)    SKWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 331,543 +270,429 +442.5% 0.00% $16.9M 2026-02-14 (Est.) $45.25
2025 Q3 ADDED — — — 61,114 +54,014 +760.8% 0.00% $2.9M 2025-11-14 $48.70
2025 Q3 REDUCED 77.7% +9.6% ❌ 7,100 -24,675 -77.7% 0.00% $338K 2025-11-14 $48.70
2025 Q2 REDUCED 39.9% -18.5% ✅ 31,775 -21,125 -39.9% 0.00% $1.8M 2025-08-14 $48.54
2025 Q2 REDUCED 26.5% -18.5% ✅ 52,900 -19,093 -26.5% 0.00% $3.1M 2025-08-14 $48.54
2025 Q1 ADDED — — — 71,993 +35,693 +98.3% 0.00% $3.8M 2025-05-15 $62.56
2025 Q1 ADDED — — — 36,300 +35,200 +3200.0% 0.00% $1.9M 2025-05-15 $62.56
2025 Q1 REDUCED 94.3% +9.2% ❌ 1,100 -18,237 -94.3% 0.00% $58K 2025-05-15 $62.56
2024 Q4 REDUCED 73.8% +4.7% ❌ 19,337 -54,563 -73.8% 0.00% $977K 2025-02-14 $49.86
2024 Q4 ADDED — — — 73,900 +72,500 +5178.6% 0.00% $3.7M 2025-02-14 $49.86
2024 Q4 REDUCED 97.4% +4.7% ❌ 1,400 -52,000 -97.4% 0.00% $71K 2025-02-14 $49.86
2024 Q3 ADDED — — — 53,400 +52,800 +8800.0% 0.00% $2.2M 2024-11-14 $49.73
2024 Q3 REDUCED 99.8% +22.9% ❌ 600 -316,385 -99.8% 0.00% $24K 2024-11-14 $49.73
2024 Q3 ADDED — — — 316,985 +315,685 +24283.5% 0.00% $12.9M 2024-11-14 $49.73
2024 Q2 REDUCED 81.2% +12.6% ❌ 1,300 -5,600 -81.2% 0.00% $47K 2024-08-14 $36.73
2024 Q2 ADDED — — — 6,900 +992 +16.8% 0.00% $250K 2024-08-14 $36.73
2024 Q1 ADDED — — — 5,908 +5,508 +1377.0% 0.00% $221K 2024-05-15 $36.37
2024 Q1 REDUCED 99.5% -3.5% ✅ 400 -87,000 -99.5% 0.00% $15K 2024-05-15 $36.37
2023 Q4 ADDED — — — 87,400 +73,554 +531.2% 0.00% $3.0M 2024-02-14 $32.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SKWD

As of 2026 Q1 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 3.49% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.4% HMS Capital Management, LLC 3Y 7Y 0.18% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 0.1% WASATCH ADVISORS LP 3Y 7Y 0.09% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.07% Diversified Trust Co 3Y 7Y 0.02% Sterling Capital Management LLC 3Y 7Y 0.02% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About CITADEL ADVISORS LLC and SKWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning SKWD?

CITADEL ADVISORS LLC reported SKWD across 19 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SKWD position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for SKWD was 0.00% in 2025 Q4.

What is the latest reported SKWD position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 331,543 shares, equal to 0.00% of portfolio, with an estimated market value of $16.9M.

What does the chart on this SKWD ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly SKWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their SKWD position?

Based on 13F filing dates vs. subsequent SKWD price moves, CITADEL ADVISORS LLC correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on SKWD relative to SPY over the holding period was +3.7%.

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