SKWD β€” SKYWARD SPECIALTY INSURANCE GR

Ownership history in PhiloSmith Capital Corp  Β·  12 quarters on record

This page tracks every 13F SEC filing in which PhiloSmith Capital Corp reported a position in SKYWARD SPECIALTY INSURANCE GR (SKWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.24% (2025 Q2)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

PhiloSmith Capital Corp Γ— SKWD AI Analytics

πŸ“ˆ PhiloSmith Capital Corp outperformed the S&P 500 by +13.7% annually on this SKWD position. Average cost basis: $21.87. Maximum drawdown during holding period: –17.7%.

πŸ“ˆ Position Alpha vs SPY
+13.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 13.7% per year on this position.
11 quarters analyzed

πŸ’° Entry Quality
$21.87
+133.7% vs current ($51.11)

Best entry: $21.87 (2023 Q1)  Β·  Worst: $21.87 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–17.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.21% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SKWD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 15,000 β€” 0% 0.21% $767K $51.11
2025 Q3 UNCHANGED 15,000 β€” 0% 0.20% $713K $47.56
2025 Q2 UNCHANGED 15,000 β€” 0% 0.24% $867K $57.79
2025 Q1 UNCHANGED 15,000 β€” 0% 0.22% $794K $52.92
2024 Q4 UNCHANGED 15,000 β€” 0% 0.21% $758K $50.54
2024 Q3 UNCHANGED 15,000 β€” 0% 0.15% $611K $40.73
2024 Q2 UNCHANGED 15,000 β€” 0% 0.15% $543K $36.18
2024 Q1 UNCHANGED 15,000 β€” 0% 0.16% $561K $37.41
2023 Q4 UNCHANGED 15,000 β€” 0% 0.16% $508K $33.88
2023 Q3 UNCHANGED 15,000 β€” 0% 0.14% $410K $27.36
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SKWD

As of 2025 Q4 β€” 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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