SKWD — SKYWARD SPECIALTY INS GROUP

Ownership history in Phase 2 Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Phase 2 Partners, LLC reported a position in SKYWARD SPECIALTY INS GROUP (SKWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.62% (2024 Q4)
Avg. % of fund
3.49%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 95,500 -43,947 -31.5% 3.62% $4.8M $50.54
2024 Q3 INITIATED 139,447 — — 3.35% $5.7M $40.73
% of Fund (quarterly)    SKWD price (monthly, adj. close)

Other funds also holding SKWD

As of 2025 Q4 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 3.7% ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 2.21% EMERALD ADVISERS, LLC 3Y 7Y 1.04% FJ Capital Management LLC 3Y 7Y 0.82% Riverwater Partners LLC 3Y 0.64% Gillson Capital LP 3Y 7Y 0.61% Champlain Investment Partners, LLC 3Y 7Y 0.48% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.44% Jackson Creek Investment Advisors LLC 3Y 0.44% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.41%
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