SKWD Hedge Fund Ownership (Q2 2026)

Skyward Specialty Ins Group (SKWD)

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

Smart Money Signals — SKWD

Based on 243 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, 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 (98% of max)

98% of all-time peak

243 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding SKWD is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 52% buying

139 buying126 selling

Last quarter: 139 funds bought or added vs 126 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.

➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 33 → 46 → 47 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 28% new

98 out of 243 hedge funds have held SKWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +39% but shares only +11% — price-driven

Value

+38%

+10%

Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

45 → 33 → 46 → 47 → 44 new funds/Q

New funds entering each quarter: 33 → 46 → 47 → 44. A growing number of institutions are discovering SKWD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 40% veterans vs 34% newcomers

■ 40% veterans ■ 26% 1-2yr ■ 34% new

Entry-cohort mix of 245 holders: 98 (40%) are 2+ year veterans, 63 entered 1–2 years ago, and 84 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

51 of 243 holders are among the 100 largest funds by AUM, controlling 51% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	240	239	0.42%
13F Shares	39M	38M	3.95%
Total Value	$2.08B	$1.53B	35.78%
New Positions	43	47	-4
Increased Positions	92	81	+11
Closed Positions	42	42	-
Reduced Positions	85	83	+2
Total Calls	1	1	-
Total Puts	1	3	-66.67%
PUT/CALL Ratio	1.0	3.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

240

239

0.42%

13F Shares

39M

38M

3.95%

Total Value

$2.08B

$1.53B

35.78%

New Positions

-4

Increased Positions

+11

Closed Positions

Reduced Positions

Total Calls

Total Puts

-66.67%

PUT/CALL Ratio

1.0

3.0

Neutral

Institutional Holders (2026 Q2)

240 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SKWD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Reinhart Partners, LLC.	3.86%	2,894,407	$168.9M
2	Karl Kapital LLC	3.26%	93,911	$5.5M
3	Sparta 24 Ltd.	2.68%	50,000	$2.9M
4	Ashford Capital Management Inc	2.30%	368,052	$21.5M
5	Alamar Capital Management, LLC	1.10%	37,120	$2.2M
6	Riverwater Partners LLC	1.04%	59,829	$3.5M
7	Champlain Investment Partners, LLC	0.97%	645,526	$37.7M
8	VARCOV Co.	0.64%	28,783	$1.7M
9	DC Investments Management, LLC	0.60%	29,987	$1.7M
10	Westwood Holdings Group Inc	0.56%	1,274,445	$74.4M
11	Emerald Mutual Fund Advisers Trust	0.55%	266,150	$15.5M
12	Emerald Advisers, LLC	0.51%	373,762	$21.8M
13	Dockside LLC	0.50%	36,678	$2.1M
14	Tuttle Capital Management, LLC	0.44%	11,316	$660K
15	Peregrine Capital Management LLC	0.44%	232,419	$13.6M
16	Oberweis Asset Management Inc/	0.43%	359,100	$21.0M
17	Wasatch Advisors LP	0.36%	954,489	$55.7M
18	FJ Capital Management LLC	0.28%	36,966	$2.2M
19	Wakefield Asset Management LLLP	0.28%	21,247	$1.2M
20	Segall Bryant & Hamill, LLC	0.26%	372,336	$21.7M
21	Callahan Advisors, LLC	0.24%	54,830	$3.2M
22	PhiloSmith Capital Corp	0.24%	15,000	$875K
23	HMS Capital Management, LLC	0.23%	10,555	$616K
24	Campbell Newman Asset Management Inc	0.20%	45,771	$2.7M
25	Globeflex Capital L P	0.18%	23,925	$1.4M

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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 52% buying: Last quarter: 139 funds bought or added vs 126 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 — 51% AUM from top-100 funds: 51 of 243 holders are among the 100 largest funds by AUM, controlling 51% 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?

40% of holders stayed for 2+ years: 98 out of 243 hedge funds have held SKWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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Skyward Specialty Ins Group (SKWD)

Smart Money Signals — SKWD

Buying streak — 3 quarters in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 52% buying

Steady new buyers — ~44 new funds per quarter

40% of holders stayed for 2+ years

Value +39% but shares only +11% — price-driven

Growing discovery — still being found

Veteran-anchored — 40% veterans vs 34% newcomers

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — SKWD

Hedge Fund Ownership: SKWD

Market Analysis: SKWD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SKWD

Hedge Fund Positioning: SKWD

Statistics: SKWD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Skyward Specialty Ins Group (SKWD)

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