SKWDNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
Skyward Specialty Insurance Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$60.62−0.61 (-1.00%)
Close on Oct 19, 2026
- Market cap
- $2.77B
- P/E (TTM)
- 14.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.0%
40M of 44M shares
Institutional holders
244
41 new, 32 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
11 buys · 9 sales
Net bought $558.62K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,830,571 | 7.10% | 13G (passive) amendment | Sep 30, 2024 |
| James Charles Hays | 2,809,269 | 7.00% | 13G (passive) | Sep 30, 2024 |
| T. Rowe Price Associates, Inc. | 2,441,073 | 6.00% | 13G (passive) | Jun 30, 2026 |
| Reinhart Partners, LLC. | 2,416,753 | 6.00% | 13G (passive) | Dec 31, 2025 |
| Invesco Ltd. | 2,037,771 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SKWD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,677,399 | 8.28% | $214.58M | +348,611 | 0.00% |
| Reinhart Partners, LLC. | 2,894,407 | 6.52% | $168.89M | +113,623 | 3.86% |
| Price T Rowe Associates Inc /Md/ | 2,440,678 | 5.50% | $142.41K | +705,580 | 0.01% |
| Invesco Ltd. | 2,037,771 | 4.59% | $118.90M | +242,120 | 0.01% |
| Vanguard Capital Management LLC | 1,637,218 | 3.69% | $95.53M | −32,214 | 0.00% |
| Ameriprise Financial Inc | 1,612,263 | 3.63% | $94.08M | +1,387,119 | 0.02% |
| Westwood Holdings Group Inc | 1,274,445 | 2.87% | $74.36M | −54,904 | 0.56% |
| American Century Companies Inc | 1,231,835 | 2.77% | $71.88M | +256,808 | 0.03% |
| State Street Corp | 1,167,197 | 2.63% | $68.19M | +116,520 | 0.00% |
| Geode Capital Management, LLC | 1,062,442 | 2.39% | $62.00M | +64,147 | 0.00% |
| Polar Capital Holdings Plc | 1,000,000 | 2.25% | $58.35M | – | 0.14% |
| Wasatch Advisors LP | 954,489 | 2.15% | $55.69M | +634,708 | 0.36% |
| Dimensional Fund Advisors LP | 918,168 | 2.07% | $53.58M | +63,379 | 0.01% |
| Capital International Investors | 719,988 | 1.62% | $42.01M | −111,390 | 0.01% |
| Champlain Investment Partners, LLC | 645,526 | 1.45% | $37.67M | −119,385 | 0.97% |
| Goldman Sachs Group Inc | 620,878 | 1.40% | $36.23M | +79,600 | 0.00% |
| GW&K Investment Management, LLC | 584,760 | 1.32% | $34.12K | −5,387 | 0.27% |
| Federated Hermes, Inc. | 484,996 | 1.09% | $28.30M | −162,077 | 0.04% |
| Sei Investments Co | 477,465 | 1.08% | $27.86M | +44,167 | 0.02% |
| FMR LLC | 461,957 | 1.04% | $26.96M | +314,124 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 244 | 40M | 89.0% | 41 / 94 | 88 / 32 | 6M | 5M |
| Q1 2026 | 239 | 38M | 85.7% | 45 / 81 | 88 / 42 | 10M | 7M |
| Q4 2025 | 239 | 38M | 84.5% | 45 / 93 | 81 / 26 | 5M | 5M |
| Q3 2025 | 224 | 37M | 83.9% | 32 / 83 | 83 / 61 | 6M | 6M |
| Q2 2025 | 254 | 37M | 83.7% | 48 / 78 | 95 / 32 | 5M | 5M |
| Q1 2025 | 242 | 37M | 84.2% | 53 / 79 | 77 / 19 | 5M | 4M |
| Q4 2024 | 212 | 36M | 82.1% | 42 / 62 | 79 / 22 | 4M | 4M |
| Q3 2024 | 195 | 37M | 82.4% | 42 / 70 | 60 / 13 | 7M | 2M |
| Q2 2024 | 167 | 35M | 78.4% | 37 / 78 | 44 / 25 | 8M | 4M |
| Q1 2024 | 157 | 31M | 69.8% | 32 / 57 | 57 / 21 | 4M | 3M |
| Q4 2023 | 148 | 31M | 68.7% | 34 / 72 | 36 / 8 | 12M | 3M |
| Q3 2023 | 122 | 22M | 50.6% | 35 / 57 | 23 / 8 | 9M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SKWD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,165,337 | 2.62% | $68.00M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,077,853 | 2.43% | $62.89M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 962,228 | 2.17% | $56.15M | 0.57% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 946,293 | 2.13% | $41.75M | 0.15% | May 31, 2026 |
| SMALLCAP World Fund Inc | 700,202 | 1.58% | $40.86M | 0.04% | Jun 30, 2026 |
| Invesco Main Street Small Cap Fund | 609,923 | 1.37% | $35.59M | 1.34% | Jun 30, 2026 |
| Reinhart Genesis PMV Fund | 513,000 | 1.16% | $22.63M | 3.17% | May 31, 2026 |
| Columbia Acorn Fund | 505,539 | 1.14% | $29.50M | 1.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 458,274 | 1.03% | $27.47M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 433,824 | 0.98% | $25.31M | 0.03% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 400,907 | 0.90% | $23.39M | 0.40% | Jun 30, 2026 |
| Oberweis Micro-Cap Fund | 346,500 | 0.78% | $20.22M | 1.25% | Jun 30, 2026 |
| Invesco V.I. Main Street Small Cap Fund | 339,900 | 0.77% | $19.83M | 1.37% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Value Fund | 320,000 | 0.72% | $18.67M | 0.93% | Jun 30, 2026 |
| Vanguard Explorer Fund | 304,125 | 0.69% | $18.23M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew S. Robinson | Chairman & CEO, Skyward Group, Director | 179,894 | 0.41% | May 8, 2026 |
| Thomas N. Schmitt | CPO, Skyward Group | 10,353 | 0.02% | Jun 15, 2026 |
| Dan PK Bodnar | Chief Information Officer | 29,151 | 0.07% | May 8, 2026 |
| Mark W. Haushill | CFO - Skyward Group | 139,466 | 0.31% | May 8, 2026 |
| Sean W. Duffy | EVP & Chief Claims Officer | 20,097 | 0.05% | May 8, 2026 |
| John A. Burkhart III | President, US P&C | 39,630 | 0.09% | May 8, 2026 |
| Sandip A. Kapadia | Head of Actuarial | 19,727 | 0.04% | May 8, 2026 |
| Taryn Leonie McHarg | CFO - Apollo | 7,864 | 0.02% | Mar 3, 2026 |
| Shakoor Khan | Corp. Dev. Officer | 694 | 0.00% | Feb 27, 2026 |
| James Richard Slaughter | CUO - Apollo | 68,199 | 0.15% | Feb 27, 2026 |
| David Christopher Ben Ibeson | CEO - Apollo | 346,575 | 0.78% | Feb 27, 2026 |
| Patricia A. Ryan | Chief Legal Officer | – | – | Feb 27, 2026 |
| Kirby Hill | Chairman, Captives & Programs | 8,249 | 0.02% | May 15, 2025 |
| Leslie Shaunty | GENERAL COUNSEL & SECRETARY | 27,516 | 0.06% | Mar 10, 2025 |
| Chase M. Clark | Chief Underwriting Officer | 1,880 | 0.00% | Mar 10, 2025 |
| Peter C. Hearn | Director | – | – | Aug 7, 2026 |
| Anthony J. Kuczinski | Director | 15,002 | 0.03% | May 21, 2026 |
| Gena L. Ashe | Director | 5,310 | 0.01% | May 12, 2026 |
| Katharine Terry | Director | 6,780 | 0.02% | May 8, 2026 |
| Marcia A. Dall | Director | 8,433 | 0.02% | May 8, 2026 |
| Michael J. Morrissey | Director | 3,519 | 0.01% | May 8, 2026 |
| Christopher Locke Peirce | Director | 3,200 | 0.01% | May 8, 2026 |
| Robert E. Creager | Director | 54,830 | 0.12% | May 7, 2026 |
| James Charles Hays | Director | 2,821,020 | 6.35% | May 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas N. Schmitt CPO, Skyward Group | Jun 12, 2026 | Sale | −8,397 | $51.32 | $430.93K | 10,353 |
| Anthony J. Kuczinski Director | May 21, 2026 | Buy | +800 | $47.00 | $37.60K | 14,977 |
| Anthony J. Kuczinski Director | May 21, 2026 | Buy | +1,000 | $47.20 | $47.20K | 15,977 |
| Anthony J. Kuczinski Director | May 21, 2026 | Buy | +200 | $47.00 | $9.40K | 14,177 |
| Gena L. Ashe Director | May 11, 2026 | Option exercise | +1,797 | – | – | 5,310 |
| Gena L. Ashe Director | May 11, 2026 | Sale | −100 | $46.35 | $4.64K | 5,210 |
| Gena L. Ashe Director | May 11, 2026 | Sale | −500 | $46.35 | $23.18K | 4,570 |
| Gena L. Ashe Director | May 11, 2026 | Sale | −140 | $46.35 | $6.49K | 5,070 |
| Anthony J. Kuczinski Director | May 7, 2026 | Option exercise | +1,797 | – | – | 13,977 |
| Thomas N. Schmitt CPO, Skyward Group | May 6, 2026 | Tax withholding | −1,322 | $43.68 | $57.74K | 18,559 |
| Thomas N. Schmitt CPO, Skyward Group | May 6, 2026 | Option exercise | +3,358 | – | – | 19,881 |
| Mark W. Haushill CFO - Skyward Group | May 6, 2026 | Tax withholding | −1,982 | $43.68 | $86.57K | 139,466 |
| Mark W. Haushill CFO - Skyward Group | May 6, 2026 | Option exercise | +5,036 | – | – | 141,448 |
| Dan PK Bodnar Chief Information Officer | May 6, 2026 | Option exercise | +2,686 | – | – | 29,151 |
| Dan PK Bodnar Chief Information Officer | May 6, 2026 | Tax withholding | −1,004 | $43.68 | $43.85K | 28,147 |
| Sandip A. Kapadia Head of Actuarial | May 6, 2026 | Option exercise | +2,686 | – | – | 19,727 |
| Sandip A. Kapadia Head of Actuarial | May 6, 2026 | Tax withholding | −1,374 | $43.68 | $60.02K | 18,353 |
| John A. Burkhart III President, US P&C | May 6, 2026 | Option exercise | +4,813 | – | – | 39,630 |
| John A. Burkhart III President, US P&C | May 6, 2026 | Tax withholding | −1,894 | $43.68 | $82.73K | 37,736 |
| Sean W. Duffy EVP & Chief Claims Officer | May 6, 2026 | Tax withholding | −1,671 | $43.68 | $72.99K | 20,097 |
| Sean W. Duffy EVP & Chief Claims Officer | May 6, 2026 | Option exercise | +3,805 | – | – | 21,768 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | May 6, 2026 | Tax withholding | −7,930 | $43.68 | $346.38K | 179,894 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | May 6, 2026 | Option exercise | +20,150 | – | – | 187,824 |
| James Charles Hays Director | May 5, 2026 | Option exercise | +1,797 | – | – | 175,858 |
| Robert E. Creager Director | May 5, 2026 | Option exercise | +1,797 | – | – | 54,830 |
| Anthony J. Kuczinski Director | Mar 3, 2026 | Buy | +1,000 | $48.13 | $48.13K | 11,903 |
| Anthony J. Kuczinski Director | Mar 2, 2026 | Buy | +2,000 | $48.79 | $97.58K | 10,903 |
| Christopher Locke Peirce Director | Mar 2, 2026 | Buy | +3,200 | $47.30 | $151.36K | 3,200 |
| Anthony J. Kuczinski Director | Feb 27, 2026 | Buy | +2,000 | $46.88 | $93.76K | 8,903 |
| Taryn Leonie McHarg CFO - Apollo | Feb 27, 2026 | Buy | +100 | $46.49 | $4.65K | 100 |
| Taryn Leonie McHarg CFO - Apollo | Feb 27, 2026 | Buy | +100 | $46.71 | $4.67K | 100 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Feb 27, 2026 | Buy | +11,279 | $46.94 | $529.44K | 167,674 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Feb 27, 2026 | Buy | +10,821 | $46.57 | $503.93K | 156,395 |
| Sean W. Duffy EVP & Chief Claims Officer | Feb 26, 2026 | Tax withholding | −1,391 | $45.89 | $63.83K | 17,963 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Feb 26, 2026 | Tax withholding | −6,916 | $45.89 | $317.38K | 145,574 |
| John A. Burkhart III President, US P&C | Feb 26, 2026 | Tax withholding | −1,652 | $45.89 | $75.81K | 34,817 |
| Mark W. Haushill EVP & CFO, Skyward Group | Feb 26, 2026 | Tax withholding | −1,436 | $45.89 | $65.90K | 136,412 |
| Dan PK Bodnar Chief Information Officer | Feb 26, 2026 | Tax withholding | −876 | $45.89 | $40.20K | 26,465 |
| Sandip A. Kapadia Head of Actuarial | Feb 26, 2026 | Tax withholding | −847 | $45.89 | $38.87K | 17,041 |
| Thomas N. Schmitt CPO, Skyward Group | Feb 26, 2026 | Tax withholding | −1,153 | $45.89 | $52.91K | 16,523 |
| Sean W. Duffy EVP & Chief Claims Officer | Feb 25, 2026 | Option exercise | +3,318 | – | – | 19,354 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Feb 25, 2026 | Option exercise | +17,575 | – | – | 152,490 |
| John A. Burkhart III President, US P&C | Feb 25, 2026 | Option exercise | +4,198 | – | – | 36,469 |
| Mark W. Haushill EVP & CFO, Skyward Group | Feb 25, 2026 | Option exercise | +4,392 | – | – | 137,848 |
| Dan PK Bodnar Chief Information Officer | Feb 25, 2026 | Option exercise | +2,343 | – | – | 27,341 |
| Sandip A. Kapadia Head of Actuarial | Feb 25, 2026 | Option exercise | +2,343 | – | – | 17,888 |
| Thomas N. Schmitt CPO, Skyward Group | Feb 25, 2026 | Option exercise | +2,929 | – | – | 17,676 |
| Thomas N. Schmitt CPO, Skyward Group | Feb 9, 2026 | Sale(10b5-1 plan) | −2,616 | $43.49 | $113.77K | 14,747 |
| Thomas N. Schmitt CPO, Skyward Group | Jan 12, 2026 | Tax withholding | −2,149 | $46.10 | $99.07K | 14,331 |
| Thomas N. Schmitt CPO, Skyward Group | Jan 12, 2026 | Tax withholding | −1,968 | $46.10 | $90.72K | 17,363 |
| Thomas N. Schmitt CPO, Skyward Group | Jan 12, 2026 | Option exercise | +5,000 | – | – | 19,331 |
| Thomas N. Schmitt CPO, Skyward Group | Jan 12, 2026 | Option exercise | +5,000 | – | – | 16,480 |
| Sean W. Duffy EVP & Chief Claims Officer | Jan 12, 2026 | Tax withholding | −2,095 | $46.10 | $96.58K | 16,036 |
| Sean W. Duffy EVP & Chief Claims Officer | Jan 12, 2026 | Option exercise | +5,000 | – | – | 18,131 |
| Sean W. Duffy EVP & Chief Claims Officer | Jan 12, 2026 | Tax withholding | −2,276 | $46.10 | $104.92K | 13,131 |
| Sean W. Duffy EVP & Chief Claims Officer | Jan 12, 2026 | Option exercise | +5,000 | – | – | 15,407 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Jan 12, 2026 | Tax withholding | −19,857 | $46.10 | $915.41K | 104,590 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Jan 12, 2026 | Tax withholding | −19,675 | $46.10 | $907.02K | 134,915 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Jan 12, 2026 | Option exercise | +50,000 | – | – | 124,447 |
| Andrew S. Robinson Chairman & CEO, Skyward Group, Director | Jan 12, 2026 | Option exercise | +50,000 | – | – | 154,590 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Schmitt Thomas Officer | Jun 12, 2026 | 88 | $4.17K | Dec 11, 2025 | Stock Grant |
| Schmitt Thomas Officer | Jun 12, 2026 | 8,397 | $430.70K | Jun 12, 2026 | Stock Bonus |
| Ashe Gena officer | May 11, 2026 | 740 | $34.28K | May 11, 2026 | 2025 BOD RSU Award |
| Ashe Gena Director | May 11, 2026 | 740 | $34.28K | May 11, 2026 | 2025 BOD RSU Award |
| Schmitt Thomas officer | Feb 9, 2026 | 2,616 | $113.70K | Feb 9, 2026 | Stock bonus |
| Kapadia Sandip Officer | Dec 18, 2025 | 5,030 | $251.40K | Dec 18, 2025 | Stock Grant |
| Kapadia Sandip Officer | Dec 16, 2025 | 1,686 | $134.27K | Dec 12, 2025 | Stock Grant |
| Schmitt Thomas Officer | Dec 11, 2025 | 88 | $4.17K | Dec 11, 2025 | Stock Grant |
| Mark W. Haushill Officer | Jun 13, 2025 | 75,000 | $4.47M | Jun 13, 2025 | COMPENSATION ACQUIRED BETWEEN 4/22/20 - 2/21/24 |
| Andrew S. Robinson Officer | Jun 6, 2025 | 36,271 | $2.27M | Jun 6, 2025 | Stock Bonus |
| Kirby Hill Officer | May 14, 2025 | 8,249 | $501.89K | May 14, 2025 | Stock Bonus |
| Andrew S. Robinson Officer | May 8, 2025 | 13,786 | $816.57K | May 8, 2025 | Stock Bonus |
| Mark W. Haushill Officer | May 8, 2025 | 3,447 | $204.17K | May 8, 2025 | Stock Bonus |
| Sean W. Duffy Officer | Mar 26, 2025 | 5,625 | $272.06K | Mar 17, 2025 | Stock Bonus |
| Sean W. Duffy Officer | Mar 17, 2025 | 5,625 | $275.06K | Mar 17, 2025 | Stock Bonus |