Reported 781,199 shares, up 734,399 (1569.2%) from the prior quarter.
Reported value 1698.0%; share count 1569.2% vs. the prior 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.
| 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.
| 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
131 managers reported SKYWARD SPECIALTY INS GROUP for Q3 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 1,820,450 | +1,053,570 | < 0.01% | $49,807,511 | 3 qtrs |
| VANGUARD GROUP INC | Added | 1,512,787 | +790,826 | < 0.01% | $41,389,853 | 3 qtrs |
| JENNISON ASSOCIATES LLC | Added | 1,356,301 | +352,971 | 0.03% | $37,108,395 | 3 qtrs |
| WESTWOOD HOLDINGS GROUP INC | Reduced | 1,312,193 | -16,039 | 0.33% | $35,902,000 | 3 qtrs |
| Champlain Investment Partners LLC | New | 1,245,335 | +1,245,335 | 0.22% | $34,072,366 | 1 qtr |
| AMERIPRISE FINANCIAL INC | Added | 787,893 | +530,045 | < 0.01% | $21,556,746 | 2 qtrs |
| MORGAN STANLEY This report | Added | 781,199 | +734,399 | < 0.01% | $21,373,604 | 3 qtrs |
| EMERALD ADVISERS LLC | Reduced | 766,518 | -498 | 1.02% | $20,971,932 | 3 qtrs |
| EMERALD MUTUAL FUND ADVISERS TRUST | Unchanged | 678,478 | 0 | 1.12% | $18,563,158 | 3 qtrs |
| AMERICAN CENTURY COMPANIES INC | Added | 587,687 | +54,945 | 0.01% | $16,079,125 | 3 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2023
- Filed
- November 15, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 687,873
- Shared
- 347
- None
- 92,979
“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.