Form 13-F position report

SKYWARD SPECIALTY INS GROUP

Reported by MORGAN STANLEY

SKWD CUSIP 830940102 Manager CIK 0000895421

Reported 46,800 shares, up 32,915 (237.1%) from the prior quarter.

Reported value 291.5%; share count 237.1% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q2 2023
Shares 46,800 Quarter-end amount reported
Reported value $1,188,720 Fair value at quarter end
Consecutive quarters held 2 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-03-31 303665
2023-06-30 1188720
2023-09-30 21373604
2023-12-31 54606565
2024-03-31 39650447
2024-06-30 29611885
2024-09-30 41527752
2024-12-31 29146723
2025-03-31 27547126
2025-06-30 28150763
2025-09-30 18229497
2025-12-31 14556820
2026-03-31 8874885
2026-06-30 14117827

Quarterly position history

How this manager's reported quarter-end position changed over time.

14 quarters
Quarterly reported position history for SKYWARD SPECIALTY INS GROUP held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 241,950 +38,771 (19.1%) < 0.01% $14,117,827 2026-08-13
Q1 2026 Reduced 203,179 -81,634 (-28.7%) < 0.01% $8,874,885 2026-05-15
Q4 2025 Reduced 284,813 -98,481 (-25.7%) < 0.01% $14,556,820 2026-02-13
Q3 2025 Reduced 383,294 -103,826 (-21.3%) < 0.01% $18,229,497 2025-11-14
Q2 2025 Reduced 487,120 -33,422 (-6.4%) < 0.01% $28,150,763 2025-08-15
Q1 2025 Reduced 520,542 -56,164 (-9.7%) < 0.01% $27,547,126 2025-05-15
Q4 2024 Reduced 576,706 -442,880 (-43.4%) < 0.01% $29,146,723 2025-02-14
Q3 2024 Added 1,019,586 +201,126 (24.6%) < 0.01% $41,527,752 2024-11-14
Q2 2024 Reduced 818,460 -241,429 (-22.8%) < 0.01% $29,611,885 2024-08-14
Q1 2024 Reduced 1,059,889 -551,875 (-34.2%) < 0.01% $39,650,447 2024-05-15
Q4 2023 Added 1,611,764 +830,565 (106.3%) < 0.01% $54,606,565 2024-02-13
Q3 2023 Added 781,199 +734,399 (1569.2%) < 0.01% $21,373,604 2023-11-15
Q2 2023 Added 46,800 +32,915 (237.1%) < 0.01% $1,188,720 2023-08-14
Q1 2023 New 13,885 +13,885 (0.0%) < 0.01% $303,665 2023-05-15

Who else reported the position

105 managers reported SKYWARD SPECIALTY INS GROUP for Q2 2023.

Managers reporting SKYWARD SPECIALTY INS GROUP in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
WESTWOOD HOLDINGS GROUP INC Added 1,328,232 +750,374 0.3% $33,737,000 2 qtrs
JENNISON ASSOCIATES LLC Added 1,003,330 +490,565 0.02% $25,484,582 2 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 992,204 -238,245 < 0.01% $25,203,000 2 qtrs
EMERALD ADVISERS LLC Added 767,016 +330,330 0.85% $19,482,206 2 qtrs
BlackRock Inc Added 766,880 +61,935 < 0.01% $19,478,753 2 qtrs
VANGUARD GROUP INC Added 721,961 +191,382 < 0.01% $18,337,809 2 qtrs
EMERALD MUTUAL FUND ADVISERS TRUST Added 678,478 +278,136 0.93% $17,233,341 2 qtrs
Zimmer Partners LP Unchanged 650,000 0 0.39% $16,510,000 2 qtrs
AMERICAN CENTURY COMPANIES INC Added 532,742 +30,008 0.01% $13,531,659 2 qtrs
Engle Capital Management L P Added 471,000 +189,000 3.7% $11,963,400 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 14, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
17,208
Shared
85
None
29,507

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.