Form 13-F position report

SKYWARD SPECIALTY INS GROUP

Reported by MORGAN STANLEY

SKWD CUSIP 830940102 Manager CIK 0000895421

Reported 1,019,586 shares, up 201,126 (24.6%) from the prior quarter.

Reported value 40.2%; share count 24.6% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q3 2024
Shares 1,019,586 Quarter-end amount reported
Reported value $41,527,752 Fair value at quarter end
Consecutive quarters held 7 Through Q3 2024

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

209 managers reported SKYWARD SPECIALTY INS GROUP for Q3 2024.

Managers reporting SKYWARD SPECIALTY INS GROUP in Q3 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc New 2,830,571 +2,830,571 < 0.01% $115,289,158 1 qtr
VANGUARD GROUP INC Reduced 2,258,663 -45,887 < 0.01% $91,995,344 7 qtrs
Capital International Investors Unchanged 2,212,423 0 0.02% $90,111,989 4 qtrs
Champlain Investment Partners LLC Reduced 1,691,741 -163,874 0.42% $68,904,611 5 qtrs
JENNISON ASSOCIATES LLC Added 1,296,001 +12,484 0.03% $52,786,121 7 qtrs
FRANKLIN RESOURCES INC Added 1,117,257 +158,679 0.01% $50,835,194 3 qtrs
DRIEHAUS CAPITAL MANAGEMENT LLC Reduced 1,235,120 -23,263 0.43% $50,306,438 6 qtrs
Invesco Ltd Added 1,115,287 +114,832 < 0.01% $45,425,640 7 qtrs
AMERICAN CENTURY COMPANIES INC Added 1,024,457 +104,909 0.02% $41,726,173 7 qtrs
MORGAN STANLEY This report Added 1,019,586 +201,126 < 0.01% $41,527,752 7 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2024
Filed
November 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
890,407
Shared
0
None
129,179

“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.