Filing Research | SKWD - SKYWARD SPECIALTY INS COM Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	2.9MSH	$168.9M
2	WASATCH ADVISORS LP	Shares	954.5KSH	$55.7M
3	Swedbank AB	Shares	300.1KSH	$17.5M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	232.4KSH	$13.6M
5	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	45.8KSH	$2.7M
6	Diversified Trust Co	Shares	20.0KSH	$1.2M
7	PhiloSmith Capital Corp	Shares	15.0KSH	$875.3K
8	Police & Firemen's Retirement System of New Jersey	Shares	12.4KSH	$722.7K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	11.1KSH	$649.7K
10	HMS Capital Management, LLC	Shares	10.6KSH	$615.9K
11	KIRR MARBACH & CO LLC /IN/	Shares	8.8KSH	$512.7K
12	Assenagon Asset Management S.A.	Shares	8.2KSH	$477.1K
13	DRIVE WEALTH MANAGEMENT, LLC	Shares	4.4KSH	$255.3K
14	Kesler, Norman & Wride, LLC	Shares	3.5KSH	$206.6K
15	MOODY NATIONAL BANK TRUST DIVISION	Shares	3.5KSH	$204.2K
16	Financial Management Professionals, Inc.	Shares	535SH	$31.2K
17	EverSource Wealth Advisors, LLC	Shares	465SH	$27.1K
18	GAMMA Investing LLC	Shares	428SH	$25.0K
19	Versant Capital Management, Inc	Shares	370SH	$21.6K
20	SBI Securities Co., Ltd.	Shares	100SH	$5.8K
21	SIGNATUREFD, LLC	Shares	58SH	$3.4K
22	SJS Investment Consulting Inc.	Shares	33SH	$1.9K
23	Farther Finance Advisors, LLC	Shares	24SH	$1.4K
24	LANARK FINANCIAL, INC.	Shares	23SH	$1.3K
25	Valued Wealth Advisors LLC	Shares	21SH	$1.2K
26	FINANCIAL CONSULATE, INC	Shares	20SH	$1.2K
27	State of Alaska, Department of Revenue	Shares	11.3KSH	$660
28	Hughes Financial Services, LLC	Shares	8SH	$467
29	CoreCap Advisors, LLC	Shares	7SH	$408
30	IFP Advisors, Inc	Shares	3SH	$175

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+113.6K	+$47.4M	$168.9M
2	WASATCH ADVISORS LP added	Shares	+634.7K	+$41.7M	$55.7M
3	Swedbank AB unchanged	Shares	0	+$4.4M	$17.5M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-14.5K	+$2.8M	$13.6M
5	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+18.6K	+$1.5M	$2.7M
6	Assenagon Asset Management S.A. new	Shares	+8.2K	+$477.1K	$477.1K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$289.6K	$722.7K
8	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+4.4K	+$255.3K	$255.3K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.7K	+$238.5K	$649.7K
10	Diversified Trust Co trimmed	Shares	-1.4K	+$231.0K	$1.2M
11	PhiloSmith Capital Corp unchanged	Shares	0	+$220.1K	$875.3K
12	Kesler, Norman & Wride, LLC new	Shares	+3.5K	+$206.6K	$206.6K
13	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+3.5K	+$204.2K	$204.2K
14	HMS Capital Management, LLC trimmed	Shares	-105	+$150.3K	$615.9K
15	KIRR MARBACH & CO LLC /IN/ unchanged	Shares	0	+$128.9K	$512.7K
16	Versant Capital Management, Inc added	Shares	+256	+$16.6K	$21.6K
17	Financial Management Professionals, Inc. unchanged	Shares	0	+$7.8K	$31.2K
18	SBI Securities Co., Ltd. new	Shares	+100	+$5.8K	$5.8K
19	GAMMA Investing LLC trimmed	Shares	-79	+$2.8K	$25.0K
20	SJS Investment Consulting Inc. added	Shares	+22	+$1.4K	$1.9K
21	Valued Wealth Advisors LLC new	Shares	+21	+$1.2K	$1.2K
22	FINANCIAL CONSULATE, INC new	Shares	+20	+$1.2K	$1.2K
23	Farther Finance Advisors, LLC added	Shares	+2	+$460	$1.4K
24	CoreCap Advisors, LLC new	Shares	+7	+$408	$408
25	Hughes Financial Services, LLC added	Shares	+6	+$380	$467
26	LANARK FINANCIAL, INC. unchanged	Shares	0	+$338	$1.3K
27	State of Alaska, Department of Revenue unchanged	Shares	0	+$166	$660
28	Blue Trust, Inc. exited	Shares	-3	-$131	$0
29	Rachor Investment Advisory Services, LLC exited	Shares	-4	-$175	$0
30	IFP Advisors, Inc trimmed	Shares	-9	-$349	$175
31	SIGNATUREFD, LLC trimmed	Shares	-98	-$3.4K	$3.4K
32	EverSource Wealth Advisors, LLC trimmed	Shares	-1.6K	-$63.5K	$27.1K
33	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-4.8K	-$209.8K	$0
34	Y-Intercept (Hong Kong) Ltd exited	Shares	-25.0K	-$1.1M	$0