KIRR MARBACH & CO LLC /IN/ SKWD — SKYWARD SPECIALTY INS GROUP

Ownership history in KIRR MARBACH & CO LLC /IN/  ·  6 quarters on record

AI Ownership Summary

KIRR MARBACH & CO LLC /IN/ reported SKYWARD SPECIALTY INS GROUP (SKWD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows SKWD at 0.07% 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.

What this SKWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KIRR MARBACH & CO LLC /IN/'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
2026 Q1

SKWD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
2024 Q4 to 2026 Q1

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 KIRR MARBACH & CO LLC /IN/ fund profile KIRR MARBACH & CO LLC /IN/ full holdings
How KIRR MARBACH & CO LLC /IN/ 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,786 — 0% 0.07% $384K 2026-04-17 $46.83
2025 Q4 ADDED — — — 8,786 +3,800 +76.2% 0.09% $449K 2026-01-26 $46.48
2025 Q3 UNCHANGED — — — 4,986 — 0% 0.04% $237K 2025-11-14 (Est.) $48.70
2025 Q2 UNCHANGED — — — 4,986 — 0% 0.06% $288K 2025-08-14 (Est.) $48.54
2025 Q1 UNCHANGED — — — 4,986 — 0% 0.06% $264K 2025-04-23 $54.84
2024 Q4 INITIATED — — — 4,986 — — 0.05% $252K 2025-01-23 $42.10

🏢 Other funds also holding SKWD

As of 2026 Q1 — sorted by position size

Karl Kapital LLC 7.64% Langdon Equity Partners 3.92% REINHART PARTNERS, LLC. 3Y 7Y 3.49% ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 2.11% Sparta 24 Ltd. 3Y 1.6% Alamar Capital Management, LLC 3Y 1.11% Gillson Capital LP 3Y 7Y 1.01% EMERALD ADVISERS, LLC 3Y 7Y 0.87% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 0.85% Riverwater Partners LLC 3Y 0.69%

FAQ About KIRR MARBACH & CO LLC /IN/ and SKWD

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

How long has KIRR MARBACH & CO LLC /IN/ reported owning SKWD?

KIRR MARBACH & CO LLC /IN/ reported SKWD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SKWD position in KIRR MARBACH & CO LLC /IN/'s portfolio?

The largest reported portfolio weight for SKWD was 0.09% in 2025 Q4.

What is the latest reported SKWD position on this page?

The most recent filing on this page is 2026 Q1, when KIRR MARBACH & CO LLC /IN/ reported 8,786 shares, equal to 0.07% of portfolio, with an estimated market value of $384K.

What does the chart on this SKWD ownership page compare?

The chart compares KIRR MARBACH & CO LLC /IN/'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.

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