As of the latest SEC filings, Skyward Specialty Insurance Group, Inc. (SKWD) is held by 262 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $51,145,567.20 in market value, representing a significant portion of its portfolio.
Funds holding Skyward Specialty Insurance Group, Inc. (SKWD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SKWD
- CIK:
- 0001519449
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $51,145,567.20 | 1,170,915 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $41,706,493.92 | 954,819 | Mar 31, 2026 | May 28, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.46% | $38,011,559.04 | 870,228 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.04% | $36,314,591.04 | 831,378 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.14% | $33,480,659.13 | 720,479 | Feb 28, 2026 | Apr 29, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 1.09% | $23,965,468.80 | 548,660 | Mar 31, 2026 | May 28, 2026 |
|
RPMAX
Reinhart Genesis PMV Fund
|
MF | Independent / Boutique | 3.80% | $23,002,650.00 | 495,000 | Feb 28, 2026 | Apr 28, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 1.23% | $20,754,814.08 | 475,156 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $20,045,975.04 | 458,928 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $17,579,332.80 | 386,784 | Apr 30, 2026 | Jun 26, 2026 |
|
CIPSX
Champlain Small Company Fund
|
MF | Independent / Boutique | 1.50% | $15,375,360.00 | 352,000 | Mar 31, 2026 | May 29, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.11% | $13,942,262.88 | 319,191 | Mar 31, 2026 | May 28, 2026 |
|
OBMCX
Oberweis Micro-Cap Fund
|
MF | Independent / Boutique | 1.31% | $13,715,520.00 | 314,000 | Mar 31, 2026 | May 29, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.63% | $11,902,809.60 | 261,888 | Apr 30, 2026 | Jun 23, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.05% | $10,559,216.70 | 232,326 | Apr 30, 2026 | Jun 26, 2026 |
|
SMEAX
Invesco Small Cap Equity Fund
|
MF | Invesco | 0.96% | $9,735,005.28 | 222,871 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,236,284.26 | 198,758 | Feb 28, 2026 | Apr 24, 2026 |
|
PRISX
T. Rowe Price Financial Services Fund, Inc.
|
MF | T. Rowe Price | 0.51% | $8,956,496.64 | 205,048 | Mar 31, 2026 | May 28, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.62% | $8,770,577.40 | 192,972 | Apr 30, 2026 | Jun 22, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 0.94% | $8,535,464.55 | 187,799 | Apr 30, 2026 | Jun 25, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $8,502,011.79 | 182,957 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,279,126.55 | 182,159 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $8,232,764.61 | 177,163 | Feb 28, 2026 | Apr 28, 2026 |
|
KIE
State Street(R) SPDR(R) S&P(R) Insurance ETF
|
ETF | State Street (SPDR) | 1.79% | $7,461,417.60 | 170,820 | Mar 31, 2026 | May 28, 2026 |
|
TMSL
T. Rowe Price Small-Mid Cap ETF
|
ETF | T. Rowe Price | 0.47% | $7,330,202.88 | 167,816 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)