Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SKYWARD SPECIALTY INS GROUP (SKWD)

229 + Investors. Track Smart Money conviction in SKWD. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SKWD

Based on 225 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SKWD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
225 hedge funds hold SKWD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

134 buying108 selling
Last quarter: 134 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new SKWD position: 54 → 45 → 31 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 27% new

35% conviction (2yr+) 38% medium 27% new
Of the 225 current holders: 79 (35%) held >2 years, 86 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

38 → 54 → 45 → 31 → 45 new funds/Q
New funds entering each quarter: 54 → 45 → 31 → 45. SKWD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 37% veterans, 38% new entrants

37% veterans 25% 1-2yr 38% new
Of 229 current holders: 85 (37%) held 2+ years, 57 held 1–2 years, 87 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
37 of 225 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SKWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SKWD

How many hedge funds hold SKWD — quarterly history vs. share price
Quarterly hedge fund ownership of SKWD vs. share price

Market Analysis: SKWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SKWD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SKWD
2026 Q1 Stats Unlock in 14 days 229 + Investors

Track Smart Money conviction in SKWD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 229 214 7.01%
13F Shares 37M 37M 0.96%
Total Value $1.83B $1.69B 8.55%
New Positions 45 31 +14
Increased Positions 94 79 +15
Closed Positions 31 58 -27
Reduced Positions 81 83 -2
Total Calls 1 2 -50.0%
Total Puts 4 1 300.0%
PUT/CALL Ratio 4.0 0.5 Bearish

Statistics: SKWD

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

229 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SKWD. Verified SEC 13F-HR filings.

Top 25 institutional holders of SKWD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 REINHART PARTNERS, LLC. 3.49% 2,780,784 $121.5M
2 EMERALD ADVISERS, LLC 0.87% 627,908 $27.4M
3 EMERALD MUTUAL FUND ADVISERS TRUST 0.85% 401,899 $17.6M
4 PEREGRINE CAPITAL MANAGEMENT LLC 0.40% 246,894 $10.8M
5 Jackson Creek Investment Advisors LLC 0.36% 28,295 $1K
6 HARBOR CAPITAL ADVISORS, INC. 0.27% 76,123 $3K
7 HMS Capital Management, LLC 0.18% 10,660 $466K
8 CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.10% 27,164 $1.2M
9 WASATCH ADVISORS LP 0.09% 319,781 $14.0M
10 KIRR MARBACH & CO LLC /IN/ 0.07% 8,786 $384K
11 AlphaQuest LLC 0.03% 9,452 $483K
12 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 142,779 $6.2M
13 Aberdeen Group plc 0.02% 294,065 $12.8M
14 Y-Intercept (Hong Kong) Ltd 0.02% 25,016 $1.1M
15 Diversified Trust Co 0.02% 21,429 $936K
16 Sterling Capital Management LLC 0.02% 18,452 $806K
17 Swedbank AB 0.01% 300,050 $13.1M
18 Allspring Global Investments Holdings, LLC 0.01% 169,162 $7.3M
19 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 21,806 $952K
20 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% 9,413 $411K
21 State of Alaska, Department of Revenue 0.01% 11,336
22 DEUTSCHE BANK AG\ 0.00% 278,159 $12.1M
23 Police & Firemen's Retirement System of New Jersey 0.00% 9,914 $433K
24 Financial Management Professionals, Inc. 0.00% 535 $23K
25 Arizona State Retirement System 0.00% 10,008 $437K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SKYWARD SPECIALTY INS GROUP (SKWD)

What does the Smart Money Trend signal show for SKWD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SKWD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SKWD?

Slight buying edge — 55% buying: Last quarter: 134 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SKWD holders?

Elite ownership — 44% AUM from top-100 funds: 37 of 225 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SKWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SKWD?

Mixed — 35% long-term, 27% new: Of the 225 current holders: 79 (35%) held >2 years, 86 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.