Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Skyward Specialty Ins Group (SKWD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
52%

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%
Shares
+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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
49 of 243 holders are among the 100 largest funds by AUM, controlling 50% 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.

Institutional Sentiment Summary — SKWD

In 2026 Q2, 139 hedge funds were net buyers of SKWD (44 opened a new position, 95 added to an existing one), while 126 reduced or exited (86 trimmed, 40 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in SKWD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 243.

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.

Is It Too Late to Buy Skyward Specialty Ins Group (SKWD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SKWD has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
SKWD
+18.7%
XLF
+9.9%

SKWD outperformed XLF by +8.8% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
SKWD
+0.0%
XLF
+0.0%

Since the filing became public, SKWD outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SKWD
2026 Q3 Stats Unlock in 5 days 240 + Investors

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

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

Statistics: SKWD

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q3)

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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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. 3.71% 2,888,699 $152.5M
2 Sparta 24 Ltd. 2.92% 50,000 $2.6M
3 Riverwater Partners LLC 1.01% 69,137 $3.7M
4 Champlain Investment Partners, LLC 0.83% 452,949 $23.9M
5 Tuttle Capital Management, LLC 0.71% 31,080 $1.6M
6 DC Investments Management, LLC 0.58% 29,987 $1.6M
7 Emerald Mutual Fund Advisers Trust 0.58% 267,899 $14.1M
8 Emerald Advisers, LLC 0.53% 368,364 $19.4M
9 Dockside LLC 0.49% 35,378 $1.9M
10 Wasatch Advisors LP 0.48% 1,211,771 $64.0M
11 Alamar Capital Management, LLC 0.43% 15,840 $836K
12 Peregrine Capital Management LLC 0.39% 219,666 $11.6M
13 Wakefield Asset Management LLLP 0.26% 21,492 $1.1M
14 HMS Capital Management, LLC 0.23% 10,555 $616K
15 Callahan Advisors, LLC 0.22% 54,830 $2.9M
16 PhiloSmith Capital Corp 0.22% 15,020 $793K
17 FJ Capital Management LLC 0.20% 33,635 $1.8M
18 Campbell Newman Asset Management Inc 0.19% 47,319 $2.5M
19 Yorktown Management & Research Co Inc 0.19% 5,250 $277K
20 Ellsworth Advisors, LLC 0.13% 15,528 $820K
21 CenterStar Asset Management, LLC 0.12% 10,000 $528K
22 Royce & Associates LP 0.11% 238,087 $12.6M
23 Kirr Marbach & Co LLC /In/ 0.09% 8,786 $464K
24 Aberdeen Group plc 0.08% 1,173,935 $57.2M
25 Fox Run Management, L.L.C. 0.06% 9,604 $507K
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 — 50% AUM from top-100 funds: 49 of 243 holders are among the 100 largest funds by AUM, controlling 50% 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.

Is it too late to buy Skyward Specialty Ins Group (SKWD) following the 2026 Q3 hedge fund 13F filings?

As of today, SKWD has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SKWD has gained +18.7% vs +9.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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