Form 13-F position report

SKYWARD SPECIALTY INS GROUP

Reported by MORGAN STANLEY

SKWD CUSIP 830940102 Manager CIK 0000895421

Reported 520,542 shares, down 56,164 (9.7%) from the prior quarter.

Reported value -5.5%; share count -9.7% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q1 2025
Shares 520,542 Quarter-end amount reported
Reported value $27,547,126 Fair value at quarter end
Consecutive quarters held 9 Through Q1 2025

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

266 managers reported SKYWARD SPECIALTY INS GROUP for Q1 2025.

Managers reporting SKYWARD SPECIALTY INS GROUP in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 2,763,048 -88,904 < 0.01% $146,220,498 3 qtrs
VANGUARD GROUP INC Added 2,503,156 +227,921 < 0.01% $132,467,015 9 qtrs
Capital International Investors Unchanged 2,212,710 0 0.02% $117,096,613 6 qtrs
Champlain Investment Partners LLC Reduced 1,573,984 -32,670 0.6% $83,295,233 7 qtrs
Invesco Ltd Added 1,223,229 +5,900 0.01% $64,733,280 9 qtrs
DRIEHAUS CAPITAL MANAGEMENT LLC Reduced 1,198,397 -17,275 0.61% $63,419,169 8 qtrs
FRANKLIN RESOURCES INC Added 1,180,717 +16,097 0.02% $62,483,543 5 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 1,094,018 +45,464 < 0.01% $57,896,000 9 qtrs
JENNISON ASSOCIATES LLC Reduced 1,083,937 -212,189 0.04% $57,361,946 9 qtrs
REINHART PARTNERS INC New 944,431 +944,431 1.82% $49,979,274 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 15, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
389,280
Shared
0
None
131,262

“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.